JEROME FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEROME FOUNDATION INC (EIN 41-6035163)
Tax period
2015-05-01 to 2016-04-30
Filed
2016-08-18
IRS object ID
201642319349100404
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-18T13:59:49-05:00ReturnTs
Tax Period End2016-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Tilly Virchow Krause LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 S 6th St 2300AddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416035163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jerome Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEROBusinessNameControlTxt
Phone6512249431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 Sibley Street No 125AddressLine1Txt
CitySaint PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBen CameronPersonNm
Person TitlePresidentPersonTitleTxt
Phone6512249431PhoneNum
Signature2016-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDianne Hickok CPAPreparerPersonNm
PTINP00043906PTIN
Phone6128764500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$92,371,707FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,022,826DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,022,826DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$775,813NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,454,883GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$775,813CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,813,639TotalRevAndExpnssAmt
Total Net Invst Incm$2,798,639TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$414,940CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$41,494CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$373,446CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$371,395OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$7,550OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$363,845OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$113,336PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$5,406PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$107,931PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,972LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$10,903LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,735AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,494AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,241AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$208,521OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$177,475OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$62,267OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$76,704TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,811TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$47,274TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,887DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$68,754OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,438OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$65,317OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$111,131TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$113,673TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,216PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$5,216PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,044OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,488OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$62,023OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,473,635TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$250,156TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,223,136TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,833,796ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,344,907ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,307,431TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$250,156TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,568,043TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,493,792ExcessRevenueOverExpensesAmt
Net Investment Income$2,548,483NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$146,821CashBOYAmt
Cash EOY$373,327CashEOYAmt
Cash EOYFMV$373,327CashEOYFMVAmt
Acct Rcvbl$1,763AcctRcvblAmt
Acct Rcvbl EOY$1,763AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,763AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$13,537PrepaidExpensesBOYAmt
Prepaid Expenses EOY$7,383PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$7,383PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$5,006,226USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,966,219USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,966,219USGovtObligationsEOYFMVAmt
Corporate Stock BOY$71,795,439CorporateStockBOYAmt
Corporate Stock EOY$65,195,810CorporateStockEOYAmt
Corporate Stock EOYFMV$65,195,810CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,208,979CorporateBondsBOYAmt
Corporate Bonds EOY$15,478,879CorporateBondsEOYAmt
Corporate Bonds EOYFMV$15,478,879CorporateBondsEOYFMVAmt
Other Investments BOY$2,792,317OtherInvestmentsBOYAmt
Other Investments EOY$3,030,405OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,030,405OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$159,071LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$128,222LandBldgEquipAccumDeprecAmt
Land BOY$4,915LandBOYAmt
Land EOY$30,849LandEOYAmt
Land EOYFMV$30,849LandEOYFMVAmt
Other Assets BOY$3,439,992OtherAssetsBOYAmt
Other Assets EOY$3,287,072OtherAssetsEOYAmt
Other Assets EOYFMV$3,287,072OtherAssetsEOYFMVAmt
Total Assets BOY$98,408,226TotalAssetsBOYAmt
Total Assets EOY$92,371,707TotalAssetsEOYAmt
Total Assets EOYFMV$92,371,707TotalAssetsEOYFMVAmt
Accounts Payable BOY$33,827AccountsPayableBOYAmt
Accounts Payable EOY$2,832AccountsPayableEOYAmt
Grants Payable BOY$696,584GrantsPayableBOYAmt
Grants Payable EOY$1,185,473GrantsPayableEOYAmt
Other Liabilities BOY$66,857OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$797,268TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,188,305TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$94,170,966UnrestrictedBOYAmt
Unrestricted EOY$87,896,330UnrestrictedEOYAmt
Temporarily Restricted BOY$3,439,992TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$3,287,072TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$97,610,958TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$91,183,402TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$98,408,226TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$92,371,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,610,958TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,493,792ExcessRevenueOverExpensesAmt
Other Increases$66,857OtherIncreasesAmt
Subtotal$95,184,023SubtotalAmt
Other Decreases$4,000,621OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$91,183,402TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
Class Action Lawsuit Settlement IncomeP$27,120$27,120$27,120
Securities Litigation SettlementP$649$649$649
Publicly traded securities$4,920,000$240,930$240,930$4,679,070
Capital Gains DividendsP$507,114$507,114$507,114
FieldValueIRS element (for citing)
Capital Gain Net Income$775,813CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,709,735AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$92,337,367NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051006DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,401,113AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$86,780,538NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050715DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,942,192AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$77,443,169NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050904DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,636,692AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$74,541,476NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048787DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,762,213AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$74,778,731NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050311DistributionYr5Rt
Total Distribution0.251723TotalDistributionRt
Average Distribution0.050345AverageDistributionRt
Net Vl Noncharitable Assets$86,851,548NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,372,541AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$25,485NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,398,026AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,568,043QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$25,485InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,485SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,485TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$33,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$33,000TotalPaymentsAndCreditsAmt
Overpayment$7,515OverpaymentAmt
Applied To ES Tax$7,515AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.jeromefdn.orgWebsiteAddressTxt
Individual With BooksKaren FjordenIndividualWithBooksNm
Phone6512249431PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 Sibley Street Suite 125AddressLine1Txt
CitySaint PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR CARLYLE BROWN
400 Sibley Street Suite 125St PaulMN55101Director2.00$0$0$0
MS BARBARA MCLANAHAN
400 Sibley Street Suite 125St PaulMN55101Director, Secretary2.00$0$0$0
Mr Calogero Salvo
400 Sibley Street Suite 125St PaulMN55101Director, Co-Vice Chair2.00$0$0$0
MR CHARLES ZELLE
400 Sibley Street Suite 125St PaulMN55101Director, Chair2.00$0$0$0
Ms Cynthia Gehrig
400 SIBLEY STREET SUITE 125St PaulMN55101President, Part Year40.00$302,536$12,347$5,257
Dr Gary Nan Tie
400 Sibley Street Suite 125st PaulMN55101Director, Treasurer2.00$0$0$0
Mr Philip Bither
400 Sibley Street Suite 125st PaulMN55101Director, Co-Vice Chair2.00$0$0$0
Ms Patricia Hampl
400 Sibley Street Suite 125St PaulMN55101Director2.00$0$0$0
Ms Elizabeth Streb
400 Sibley Street Suite 125St PaulMN55101Director2.00$0$0$0
MS LINDA EARLE
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR2.00$0$0$0
Ben Cameron
400 Sibley Street Suite 125St PaulMN55101President, Part Year40.00$112,404$9,689$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ROBERT BYRD
400 Sibley Street Suite 125St PaulMN55101Program Director40.00$107,892$21,924$0
ELEANOR SAVAGE
400 Sibley Street Suite 125St PaulMN55101Senior Program Offic40.00$93,276$21,522$0
Karen Fjorden
400 Sibley Street Suite 125St PaulMN55101Controller32.00$75,556$26,762$0
JEREMY MECKLER
400 SIBLEY STREET SUITE 125ST PAULMN55101DATA SPECIALIST / AS40.00$60,209$16,610$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VANGUARD INSTITUTIONAL ADVISORY SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2900AddressLine1Txt
CityValley ForgeCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194822900ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment servicesServiceTypeTxt
Compensation$162,463CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GENERAL GRANTS PROGRAM AND SERVICE PROGRAM: THE FOUNDATION AWARDS GRANTS TO ORGANIZATIONS IN MINNESOTA AND NEW YORK CITY TO COMMISSION, PRODUCE, PRESENT OR EXHIBIT EMERGING ARTISTS THROUGH THE GENERAL GRANTS PROGRAM. ORGANIZATIONS SERVING ARTISTS IN DANCE, LITERATURE, MEDIA, MULTIDISCIPLINE ARTS, MUSIC, THEATER, AND VISUAL ARTS ARE ALL SUPPORTED. THE FOUNDATION ALSO DONATES TIME AND RELATED EXPENSES OF STAFF TO OTHER NONPROFIT ORGANIZATIONS, INDIVIDUAL ARTISTS, GOVERNMENT AGENCIES AND NONPROFIT TASK FORCES AND COMMITTEES AS DEEMED APPROPRIATE AND AS ALLOWED BY CONFLICT OF INTEREST POLICIES.Description1Txt
Expenses1$2,590,946Expenses1Amt
Description2NEW YORK CITY FILM, VIDEO, AND DIGITAL PRODUCTION GRANT PROGRAM: ($475,671)NEW YORK CITY FILM, VIDEO, AND DIGITAL PRODUCTION GRANTS ARE AWARDED TO EMERGING FILM, VIDEO AND DIGITAL ARTISTS TO PRODUCE SPECIFIC PROPOSED FILM PROJECTS. THE PROGRAM SUPPORTS NARRATIVE, EXPERIMENTAL, ANIMATED AND DOCUMENTARY FILM GENRES, WITH GRANTS AWARDED TO THE FILM DIRECTOR(S) WHO RETAINS ULTIMATE CREATIVE CONTROL. NEW YORK CITY FILMMAKERS ARE JUDGED ANNUALLY AND GRANTS AWARDED IN SEPARATE GRANTS COMPETITIONS.MINNESOTA FILM, VIDEO, AND DIGITAL PRODUCTION GRANT PROGRAM: ($90,030)MINNESOTA FILM, VIDEO, AND DIGITAL PRODUCTION GRANTS ARE AWARDED TO EMERGING FILM, VIDEO AND DIGITAL ARTISTS TO PRODUCE SPECIFIC PROPOSED FILM PROJECTS. THE PROGRAM SUPPORTS NARRATIVE, EXPERIMENTAL, ANIMATED AND DOCUMENTARY FILM GENRES, WITH GRANTS AWARDED TO THE FILM DIRECTOR(S) WHO RETAINS ULTIMATE CREATIVE CONTROL. MINNESOTA FILMMAKERS ARE JUDGED ANNUALLY AND GRANTS AWARDED IN SEPARATE GRANTS COMPETITIONS.Description2Txt
Expenses2$565,701Expenses2Amt
Description3TRAVEL AND STUDY GRANT PROGRAM : TRAVEL AND STUDY GRANTS ARE AWARDED TO ALLOW EMERGING ARTISTS AND MINNESOTA-BASED ARTS ADMINISTRATORS TO TRAVEL FOR PURPOSES OF PROFESSIONAL DEVELOPMENT, RESEARCH AND ARTISTIC ENRICHMENT. SPECIFIC DISCIPLINES ARE SUPPORTED IN ALTERNATING YEARS: IN 2016, ARTISTS IN LITERATURE, DANCE AND FILM/VIDEO/DIGITAL PRODUCTION WERE SUPPORTED.Description3Txt
Expenses3$168,491Expenses3Amt
Description4Composer/Sound Artist Fellowship Program:The Composer/Sound Artist Fellowship Program supports creative investigation and professional development for music composers and sound artists. Introduced as a pilot program in 2016, this program, like the Travel and Study grants, prioritizes research and investigation but is not necessarily linked to production of a specific work.Description4Txt
Expenses4$19,769Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$87,880,557AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$293,603AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$88,174,160TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$88,174,160AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,322,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,851,548NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,342,577MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,342,577MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,485TaxBasedOnInvestmentIncomeAmt
Total Tax$25,485TotalTaxAmt
Distributable Before Adj$4,317,092DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,317,092DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,317,092DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,568,043ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,568,043QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$25,485PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,542,558AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,317,092DistributableAsAdjustedAmt
Undistributed Income PY$15,380UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,568,043QualifyingDistributionsAmt
Applied To Year1$15,380AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,317,092AppliedToCurrentYearAmt
Remaining Distri From Corpus$235,571RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$235,571TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$235,571ExcessDistriCyovToNextYrAmt
Excess From Current Year$235,571ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBEN CAMERONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1400 Sibley Street Suite 125AddressLine1Txt
CitySaint paulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6512249431RecipientPhoneNum
Form And Info And MaterialsOnline through the Foundation's website at www.jeromefdn.org; Applications should include program description, program budget, resumes of key creative artists, financial and organizational information and work samples.FormAndInfoAndMaterialsTxt
Submission DeadlinesApplications are accepted at anytime. Please see our website for information.SubmissionDeadlinesTxt
Restrictions On AwardsNEW YORK CITY AND MINNESOTA NOT-FOR-PROFIT ARTS/CULTURAL ORGANIZATIONS AND ARTISTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (176 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Amanda Lovelee
3852 Snelling AveMinneapolisMN55406NoneN/ATravel and Study Grant Trip$5,000
American Composers Forum
332 Minnesota Street E-145Saint PaulMN55101NonePublic CharityJFund for New Music and Minnesota Emerging Composers' Award Program$200,000
Anja Marquardt
273 18th Street Apt 3BrooklynNY11215NoneN/AFilm and Video Production$10,000
Anne Henly
1223 4th Street NortheastMinneapolisMN55413NoneN/ATravel and Study Grant Trip$2,251
Annie Ewaskio
28 Hampton Place 2BrooklynNY11213NoneN/ATravel and Study Grant Trip$5,000
Asian American Writers' Workshop
112 West 27th Street Suite 600New YorkNY10001NonePublic CharityMargins Fellowship Program$24,000
Ayana Evans
255 West 43rd Street Apt 927New YorkNY10036NoneN/ATravel and Study Grant Trip$2,511
BAADBronx Academy of Arts and Dance
2474 Westchester AvenueBronxNY10461NonePublic CharityOpen Call Program$18,500
Brian Alfred
57 Maspeth Avenue 3BBrooklynNY11211NoneN/AFilm and Video Production$5,000
Bronx Museum of the Arts (The)
1040 Grand ConcourseBronxNY10456NonePublic CharityArtists in the Marketplace Program and Biennial Exhibition$20,000
Brooklyn Arts Exchange
421 Fifth AvenueBrooklynNY11215NonePublic CharityArtists in Residence Program$11,000
Brooklyn Arts Exchange (fiscal agent) for Marjani Forte-Saunders
25 St Nicholas Terrace Apt 68New YorkNY10027NonePublic CharityNew work by Marjani Forte-Saunders$9,900
Camera Club of New York
336 West 37th Street Suite 206New YorkNY10018NonePublic CharityWorkspace Residency Program$18,000
Carlye Rubin and Katie Green
441 East 20th Street Apt 1ANew YorkNY10010NoneN/AFilm and Video Production$25,000
Carver Audain
80 Vernon Avenue 2nd FloorBrooklynNY11206NoneN/ATravel and Study Grant Trip$4,300
Cathy Linh Che
1326 Sterling Place 2LBrooklynNY11213NoneN/ATravel and Study Grant Trip$4,251
Cave Canem
20 Jay Street Suite 310-ABrooklynNY11201NonePublic CharityWriting Workshops for emerging poets$20,000
Cecile Chong
153 Berkeley Place 1BrooklynNY11217NoneN/ATravel and Study Grant Trip$4,000
Cecilia Aldarondo
770 Hancock Street Apt 1BrooklynNY11233NoneN/AFilm and Video Production$15,000
Cedar Cultural Center
416 Cedar Avenue SouthMinneapolisMN55454NonePublic Charity416 Club Commissions Program for Emerging Minnesota Composers$32,000
Center for Fiction
17 East 47th StreetNew YorkNY10017NonePublic CharityEmerging Writers Fellowship Program$42,500
Chocolate Factory Theater (The)
5-49 49th AvenueLong Island CityNY11101NonePublic CharityCommissioning and production of new works$32,000
Christina A Olivares
3605 Kingsbridge Avenue 4GBronxNY10463NoneN/ATravel and Study Grant Trip$1,453
Claire Miye Stanford
1908 Hennepin Avenue South Apt 2MinneapolisMN55403NoneN/ATravel and Study Grant Trip$2,600
Claudia Bitran
410 Marcus Garvey Boulevard Apt 3BrooklynNY11216NoneN/AFilm and Video Production$12,000
Coffee House Press
79 Thirteenth Avenue NE Suite 110MinneapolisMN55413NonePublic CharityPublication of books by emerging writers$21,000
Community of Literary Magazines and Presses
154 Christopher Street Suite 3CNew YorkNY10014NonePublic CharityFACE OUT: Maximizing the Visibility of Emerging Writers$46,000
COMPOSERSOUND ARTIST FELLOWSHIP
400 Sibley Street Suite 125saint paulMN55101nonePublic CharityProgram Administration$19,769
Council on Foundations
2121 Crystal Drive Suite 700ArlingtonVA22202NonePublic CharityMembership and General Support$14,100
Cowles Center for Dance and Performing Arts
528 Hennepin Avenue Suite 200MinneapolisMN55403NonePublic CharityMomentum: New Dance Works Festival$40,000
Cultural Data Project
400 Market Street Suite 600PhiladelphiaPA19106NonePublic CharitySupport for Minnesota and New York City Program Operations$9,000
Dawn Bentley
2024 Lexington Avenue NorthRosevilleMN55113NoneN/ATravel and Study Grant Trip$5,000
Debate Society (The)
PO Box 283 Greenpoint StationBrooklynNY11222NonePublic CharityJerome@Camargo Residency$18,146
Deepak Rauniyar
1675 Gates Avenue 3RRidgewoodNY11385NoneN/AFilm and Video Production$20,000
Dixon PlaceOpen Channels
161A Chrystie Street Ground FloorNew YorkNY10002NonePublic CharityMondo Cane Commissioning Program and Artists in Residence Program$30,000
Eliana Ujueta
193 13th StreetNew YorkNY11215NoneN/AFilm and Video Production$20,000
Elliot Malcolm and Joe Davis
882 Connor CourtMaplewoodMN55109NoneN/AFilm and Video Production$7,970
Ensemble Studio Theatre
549 West 52nd StreetNew YorkNY10019NonePublic CharityYoungblood Program$20,000
Eric William Carroll
2317 Bryant Avenue 4MinneapolisMN55405NoneN/ATravel and Study Grant Trip$4,000
Ethel's Foundation for the Arts
132 East 43rd Street 213New YorkNY10017NonePublic CharityHomebaked Commissioning Program$20,000
Eyebeam Art Technology Center
540 West 21st StreetNew YorkNY10011NonePublic CharityArtists @ Eyebeam Residencies$15,000
Field ThePerformance Zone Inc (fiscal agent) for Aaron Landsman
110 Lenox Road 6HBrooklynNY11226NonePublic CharityNew work by Aaron Landsman$12,500
Field ThePerformance Zone Inc (fiscal agent) for Faye Driscoll Dance Gro
71 4th AvenueBrooklynNY11217NonePublic CharityNew work by Faye Driscoll Dance Group$16,000
Field ThePerformance Zone Inc (fiscal agent) for Juliana F MayMAYDANCE
51-02 Vernon Boulevard Apt 3fNew YorkNY11101NonePublic CharityNew work by Juliana F. May/MAYDANCE$5,000
Field ThePerformance Zone Inc (fiscal agent) for Lone Wolf Tribe
138 South Oxford StreetBrooklynNY11217NonePublic CharityNew work by Lone Wolf Tribe$9,000
Field ThePerformance Zone Inc (fiscal agent) for Yanira Castro
135 Clinton Avenue Apt 1BrooklynNY11205NonePublic CharityNew work by Yanira Castro$10,000
Foundation Center
79 Fifth AvenueNew YorkNY10003NonePublic CharityGeneral Operating and Membership Support$2,500
Foundry Theatre (The)
140-142 Second Avenue Suite 405New YorkNY10003NonePublic CharityCreation, development, and production of new works by emerging artists$28,000
Four Way Books
PO Box 535 Village StationNew YorkNY10014NonePublic CharityPublication of books by emerging writers$20,000
Franconia Sculpture Park
29836 St Croix TrailShaferMN55074NonePublic CharityFSP/Jerome Fellowships$39,000
Franklin Furnace
80 Hanson Place 301BrooklynNY11217NonePublic CharityFranklin Furnace Fund$42,000
Fres Albra Thao
2285 University Avenue 257Saint PaulMN55114NoneN/ATravel and Study Grant Trip$5,000
Ginny Sims
1405 East 38th StreetMinneapolisMN55407NoneN/ATravel and Study Grant Trip$3,655
Grantmakers in the Arts
4055 21st Avenue West Suite 100SeattleWA98199NonePublic CharityGeneral Operating and Membership Support Annual Conference in Saint Paul$11,000
Grantmakers in the Arts
4055 21st Avenue West Suite 100SeattleWA98199NonePublic CharityAnnual Conference in Saint Paul$10,000
Hadi Eldebek
6807 Ridge BoulevardBrooklynNY11220NoneN/ATravel and Study Grant Trip$4,950
Hannah Jayanti
188 Eagle Street Apt 14BrooklynNY11222NoneN/AFilm and Video Production$15,000
Harlem Stage (Aaron Davis Hall)
150 Convent AvenueNew YorkNY10031NonePublic CharityEmerging artists' commissions in the Fund for New Work$25,000
Heidi Hahn
1090 Manhattan Avenue Apt 2FBrooklynNY11222NoneN/ATravel and Study Grant Trip$4,200
Henry Street SettlementAbrons Art Center
466 Grand StreetNew YorkNY10002NonePublic CharityCommissioning and production of new works$21,000
HERE Arts Center
145 Sixth AvenueNew YorkNY10013NonePublic CharityHERE Artist Residency Program$22,000
Highpoint Center for Printmaking
912 West Lake StreetMinneapolisMN55408NonePublic CharityEmerging Printmakers' Residency Program$20,000
Independent Feature Project Minnesota
2446 University Avenue West SuiteSaint PaulMN55114NonePublic CharityMNtv Program$35,000100
Independent Feature Project Minnesota
2446 University Avenue West SuiteSaint PaulMN55114NonePublic CharityTraining & Professional Development for emerging artists$33,000100
Intermedia Arts
2822 Lyndale Avenue SouthMinneapolisMN55408NonePublic CharityBeyond the Pure Fellowships and VERVE Grants$67,500
Ivy Baldwin Dance
191 Willoughby Street Apt 16DBrooklynNY11201NonePublic CharityDevelopment and production of new work$13,000
James N Kienitz-Wilkins
138 St Nicholas Avenue 3RBrooklynNY11237NoneN/AFilm and Video Production$15,000
Jamie Sisley
356 Court StreetBrooklynNY11231NoneN/AFilm and Video Production$20,736
Janaki Ranpura
3109 21st Avenue SouthMinneapolisMN55407NoneN/ATravel and Study Grant Trip$4,500
Ja'Tovia M Gary
259 Madison Street 3BrooklynNY11216NoneN/AFilm and Video Production$20,000
Jazz Gallery (The)
1160 Broadway 5th Floor PO Box 153New YorkNY10021NonePublic CharityResidency Commissions$25,000Lenon Hill Station
Jeff Rathermel
2034 Eleanor AvenueSaint PaulMN55116NoneN/ATravel and Study Grant Trip$5,000
Jerome Foundation - Miscellaneous Programs
400 Sibley Street Suite 125Saint PaulMN55101NonePublic CharityPROG SUPPORT FOR CAMARGO FDN, FELLOWSHIP PROG DESIGN, JEROME HILL FILMS AND MATERIALS.$151,850
Jesse Roesler
5301 Harriet AveMinneapolisMN55419NoneN/AFilm and Video Production$15,000
Jesse Sweet
11 Saint Francis PlaceBrooklynNY11216NoneN/AFilm and Video Production$10,000
Jiny Ung
57-06 84th Street Apt 1ElmhurstNY11373NoneN/AFilm and Video Production$6,800
John Paul Su
620 West 171st Street Apt 4FNew YorkNY10032NoneN/AFilm and Video Production$10,000
Jon Burklund and Ilana Stuelpner
3723 18th Avenue Apt 9BBrooklynNY11218NoneN/ATravel and Study Grant Trip$5,000
Josh Koury and Myles Kane
122 West Street 1FBrooklynNY11222NoneN/AFilm and Video Production$20,000
Karina Aguilera Skvirsky
312 East 23rd Street Apt 7ANew YorkNY10010NoneN/AFilm and Video Production$10,000
Kelman Duran
3155 Grand Concouse Apt 3BBronxNY10468NoneN/AFilm and Video Production$10,000
Kevin Armento and Jaki Bradley
108 Macon Street Apt 2BrooklynNY11216NoneN/ATravel and Study Grant Trip$1,500
Kitchen (The)
512 West 19th StreetNew YorkNY10011NonePublic CharityEmerging Artists' Commissions$26,000
Krissy Bergmark
4437 2nd Avenue SouthMinneapolisMN55419NoneN/ATravel and Study Grant Trip$5,000
lachugar Inc
41 Withers Street Apt 3RBrooklynNY11211NonePublic CharityDevelopment and production of new work$16,000
Laimah Osman
458 Rutland Road Apt 1BrooklynNY11203NoneN/ATravel and Study Grant Trip$5,000
LaMaMa Experimental Theatre Company (fiscal agent) for Katy Pyle
1383 Dean Street 4wBrooklynNY11216NonePublic CharityNew work by Katy Pyle$12,000
Lanesboro Arts Center
PO Box 152LanesboroMN55949NonePublic CharityEmerging Artist Residency Program$18,000
Laundromat Project (The)
127 West 127th Street Suite 324New YorkNY10027NonePublic CharityCreate Change Artist Residencies and Commissions Program$17,250
Lower Manhattan Cultural Council
125 Maiden Lane 2nd FloorNew YorkNY10038NonePublic CharityWorkspace Program$28,000
Mabou Mines
PO Box 1940 Peter StuyvesantNew YorkNY10009NonePublic CharitySuite Resident Artist Program$30,000Station
Madeleine Olnek
55 West 14th Street Apt 18BNew YorkNY10011NoneN/AFilm and Video Production$20,000
Madhu Kaza
355 Stratford Road 5ABrooklynNY11218NoneN/ATravel and Study Grant Trip$3,460
Maliya Gorman-Carter
2427 Grand Avenue SouthMinneapolisMN55405NoneN/ATravel and Study Grant Trip$5,000
ManSee Kong
82-76 160th StreetJamaicaNY11432NoneN/ATravel and Study Grant Trip$5,000
Marie Losier
c/o Dubson 39-56 47th StreetSunnysideNY11104NoneN/AFilm and Video Production$5,000
Marisa Tesauro
516 8th StreetBrooklynNY11215NoneN/ATravel and Study Grant Trip$3,710
Mauricio Arango
411 St Johns Place Apt 10BrooklynNY11238NoneN/ATravel and Study Grant Trip$5,000
May Lee-Yang
2124 Magnolia Avenue EastSaint PaulMN55119NoneN/ATravel and Study Grant Trip$4,100
Ma-Yi Theater Company
520 - 8th Avenue Room 309New YorkNY10018NonePublic CharityDevelopment and production of new works$18,000
Media Impact Funders
200 West Washington Square SuitePhiladelphiaPA19106NonePublic CharityGeneral Operating and Membership Support$1,000220
Melina Leon
466 West 146th Street Apt 2New YorkNY10031NoneN/AFilm and Video Production$20,000
Mengqian Chen
1910 Colfax Avenue South Apt 103MinneapolisMN55403NoneN/AFilm and Video Production$14,095
Metropolitan Regional Arts Council (fiscal agent) for Minnesota Citizens fo
2233 University Avenue West SuiteSaint PaulMN55114NonePublic CharityCreative Minnesota Task Force for Minnesota Citizens for the Arts$1,500355
Metropolitan Regional Arts Council (fiscal agent) for Minnesota Citizens fo
2233 University Avenue West SuiteSaint PaulMN55114NonePublic CharityMinnesota Citizens for the Arts Creative Minnesota Study$10,000355
Michelle Westmark Wingard
4833 2nd Avenue SouthMinneapolisMN55419NoneN/ATravel and Study Grant Trip$5,000
Mike P Nelson
4057 Yates Avenue NorthRobbinsdaleMN55422NoneN/AFilm and Video Production$10,000
Milkweed Editions
1011 Washington Avenue South OpenMinneapolisMN55415NonePublic CharityPublication of three books by emerging writers$23,000Book Suite 300
Minneapolis College of Art and Design
2501 Stevens AvenueMinneapolisMN55404NonePublic CharityMCAD/Jerome Emerging Artists Fellowship Program$110,000
Minnesota Council on Foundations
100 Portland Avenue South Suite 225MinneapolisMN55401NonePublic CharityGeneral Operating and Membership Support for two years$14,150
Minnesota Council on Foundations (fiscal agent) for Hill Philanthropic Hist
100 Portland Avenue South Suite 225MinneapolisMN55401NonePublic CharityHill Philanthropic History Project$5,000
MINNESOTA FILM AND VIDEO PROGRAM
400 Sibley Street Suite 125saint paulMN55101NonePublic CharityProgram Administration$10,465
Missy Whiteman
27779 Church StreetGarrisonMN56450NoneN/AFilm and Video Production$15,000
Mixed Blood Theatre Company
1501 South 4th StreetMinneapolisMN55454NonePublic CharityCommissioning, development, and production of new plays$8,000
Molly Katagiri
5601 Vincent Avenue SouthMinneapolisMN55401NoneN/AFilm and Video Production$15,000
Movement Research
55 Avenue CNew YorkNY10009NonePublic CharityArtist-in-Residence Program$30,000
Musa Syeed
409 Decatur StreetBrooklynNY11233NoneN/AFilm and Video Production$30,000
Nathan Lewis
4300 Pleasant Avenue South 2MinneapolisMN55409NoneN/ATravel and Study Grant Trip$1,450
Nautilus Music-Theater
308 Prince Street 190Saint PaulMN55101NonePublic CharityComposer-Librettist Studio and Rough Cuts Commission$10,000
NEW YORK CITY FILM AND VIDEO PROGRAM
400 sibley Street Suite 125saint paulMN55101nonepublic CharityProgram Administration$34,135
New York Foundation for the Arts (fiscal agent) for Maria Hassabi
113 West 27th Street 2nd FloorNew YorkNY10001NonePublic CharityJerome@Camargo Residency$21,500
New York Live Arts (fiscal agent) for David Thomson
70 Nevins Street 3BrooklynNY11217NonePublic CharityNew work by David Thomson$12,000
New York Live Arts (fiscal agent) for Jen Rosenblit
463 Lincoln Place 201BrooklynNY11238NonePublic CharityNew work by Jen Rosenblit$12,000
New York Theatre Workshop
79 East 4th StreetNew YorkNY10003NonePublic CharityArtist Workshops$20,000
Nicole Antebi
822 Ocean Avenue 5EBrooklynNY11226NoneN/AFilm and Video Production$15,000
Nobuyuki Asai
311 West 107th Street 4RNew YorkNY10025NoneN/AFilm and Video Production$15,000
Northern Clay Center
2424 Franklin Avenue EastMinneapolisMN55406NonePublic CharityCeramic Artist Project Grant Program$27,100
Northern Lightsmn (fiscal agent) for Aniccha Arts
4524 44th Avenue SouthMinneapolisMN55406NonePublic CharityNew work by Aniccha Arts$16,000
Open Eye Figure Theatre (fiscal agent) for Torry Bend
3423 Taylor Street Northeast Apt 1MinneapolisMN55418NonePublic CharityNew work by Torry Bend$12,000
Penumbra Theatre Company (fiscal agent) for Imani Uzuri and Zakiyyah Alexan
270 North Kent StreetSaint PaulMN55405NonePublic CharityNew work by Imani Uzuri and Zakiyyah Alexander$10,000
Performance Space 122
67 West Street Unit 315BrooklynNY11222NonePublic CharityEmerging Artists' Commissions$50,000
Philanthropy New York
79 Fifth Avenue 4th FloorNew YorkNY10003NonePublic CharityGeneral Operating and Membership Support$450
Pillsbury House Theatre
3501 Chicago Avenue SouthMinneapolisMN55407NonePublic CharityNew works by emerging playwrights$15,000
Pillsbury House Theatre
3501 Chicago Avenue SouthMinneapolisMN55407NonePublic CharityNaked Stages Program$37,500
Pillsbury House Theatre
3501 Chicago Avenue SouthMinneapolisMN55407NonePublic CharityLate Nite Series$36,500
Playwrights' Center (The)
2301 East Franklin AvenueMinneapolisMN55406NonePublic CharityJerome Emerging Playwright Fellowship Program$80,000
Poetry Project (The)
131 East 10th StreetNew YorkNY10003NonePublic CharityFellowship and Mentoring Program Emerg-Surface-Be Fellowships$22,000
Poets House
10 River TerraceNew YorkNY10282NonePublic CharityEmerging Poets Fellowship Program$34,000
Queens Museum of Art
Flushing Meadows Corona ParkQueensNY11368NonePublic CharityFellowship Program for Emerging Artists$114,000
raja feather kelly
440 Prospect Avenue 2FBrooklynNY11215NoneN/ATravel and Study Grant Trip$4,430
Rashaad Ernesto Green
464 West 142nd Street 2New YorkNY10031NoneN/AFilm and Video Production$12,000
Rati Oneli
536 West 113th Street 83New YorkNY10025NoneN/AFilm and Video Production$15,000
Raul O Paz Pastrana
333 East 108th Street Apt 3BAstoriaNY11102NoneN/AFilm and Video Production$20,000
Rebecca Thomas
24 Anderson AvenueSleepy HollowNY10591NoneN/ATravel and Study Grant Trip$2,000
Red Eye Collaborative
15 West 14th StreetMinneapolisMN55403NonePublic CharityNew Works 4 Weeks$33,000
Rochester Art Center
40 Civic Center Drive SoutheastRochesterMN55904NonePublic Charity3rd Floor Emerging Artist Series$23,000
Rosemary Williams
1474 Almond AvenueSaint PaulMN55108NoneN/ATravel and Study Grant Trip$5,000
Roulette Intermedium
30 Third Avenue Suite 208New YorkNY11217NonePublic CharityEmerging Composers' Commissions and Residencies$64,000
Roulette Intermedium (fiscal agent) for Maria Chavez
718 Leonard Street 2LBrooklynNY11222NonePublic CharityNew work by Maria Chavez$12,000
Russell Harbaugh
249 Washington Avenue 2BrooklynNY11205NoneN/AFilm and Video Production$15,000
Saint John's University
2810 Abbey Plaza PO Box 6377CollegevilleMN56321NonePublic CharityJerome@Camargo Residency$29,500
Sam Hoolihan
1515 West 25th Street 2MinneapolisMN55405NoneN/AFilm and Video Production$2,500
Sameh Zoabi
9201 Shore Road Apt C 206BrooklynNY11209NoneN/AFilm and Video Production$20,000
Sarita Covington
200 East 20th Street 3JBronxNY10458NoneN/ATravel and Study Grant Trip$2,970
Scott Artley
2106 Garfield Avenue Apt 11MinneapolisMN55405NoneN/ATravel and Study Grant Trip$2,471
Scott Cummings
402 Ocean Parkway Apt 309BrooklynNY11218NoneN/ATravel and Study Grant Trip$2,800
Sekou Alaje
465 Ocean Avenue Apt 4cBrooklynNY11226NoneN/ATravel and Study Grant Trip$4,255
Selena Kimball
497 16th StreetBrooklynNY11215NoneN/ATravel and Study Grant Trip$2,720
Smack Mellon
92 Plymouth StreetBrooklynNY11201NonePublic CharityArtist Studio Program$11,000
Spencer Wirth-Davis
2912 33rd Avenue SouthMinneapolisMN55406NoneN/ATravel and Study Grant Trip$3,070
Springboard for the Arts
308 Prince Street Suite 270Saint PaulMN55101NonePublic CharityArtist Development and Resource Program$34,000
Springboard for the Arts (fiscal agent) for Joe Horton
2520 Colfax Avenue SouthMinneapolisMN55405NonePublic CharityNew work by Joe Horton$12,000
Springboard for the Arts (fiscal agent) for Karen Sherman
3405 15th Avenue South 1MinneapolisMN55407NonePublic CharityNew work by Karen Sherman$12,000
Springboard for the Arts (fiscal agent) for SuperGroup
3435 10th Avenue SouthMinneapolisMN55407NonePublic CharityNew work by SuperGroup$12,500
Springboard for the Arts (fiscal agent) for Workhaus Playwrights Collective
2301 Franklin Avenue EastMinneapolisMN55406NonePublic CharityWorkhaus Playwrights Collective$15,000
Stefani Saintonge
180 Davis Avenue Apt 2ABronxNY10465NoneN/AFilm and Video Production$10,000
STREB Lab for Action Mechanics
51 North 1st StreetBrooklynNY11211NonePublic CharityGo! Emerging Artists Commissioning Program$23,000
Textile Center
3000 University Avenue SoutheastMinneapolisMN55414NonePublic CharityFiber Artist Project Grants Program and artists' services$37,000Suite 100
Todd Chandler
411 East 28th StreetBrooklynNY11226NoneN/ATravel and Study Grant Trip$2,300
TRAVEL AND STUDY GRANT PROGRAM
400 Sibley Street Suite 125Saint PaulMN55101NoneN/AProgram Administration$14,470
VocalEssence
1900 Nicollet AvenueMinneapolisMN55403NonePublic CharityVocalEssence ReMix$30,000
VSA Minnesota
528 Hennepin Avenue Suite 305MinneapolisMN55403NonePublic CharityVSA Minnesota/Jerome Foundation Project Grants for Artists with Disabilities$21,000
Wong Kit Yi
330 West 145th Street Apt 604New YorkNY10039NoneN/ATravel and Study Grant Trip$2,000
Yadira De La Riva
1317 Dean StreetBrooklynNY11216NoneN/ATravel and Study Grant Trip$3,114
Zeitgeist
275 East Fourth Street Suite 200Saint PaulMN54022NonePublic CharityZeitgeist Composer Workshops$16,500
Zenon Dance Company and School
528 Hennepin Avenue Suite 400MinneapolisMN55403NonePublic CharityEmerging Choreographers' Commissions$28,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,344,907TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Aaron Beebe
277 Eastern Parkway 5ABrooklynNY11238NoneN/ATravel and Study Grant Trip$4,420
Anji Sauve Clubb
25506 Ipava AvenueLakevilleMN55044NoneN/AFilm and Video Production$25,000
Ayana Evans
255 West 43rd Street Apt 927New YorkNY10036NoneN/ATravel and Study Grant Trip$2,259
BAADBronx Academy of Arts and Dance
2474 Westchester AvenueBronxNY10461NonePublic CharityOpen Call Program$18,500
Bronx Museum of the Arts (The)
1040 Grand ConcourseBronxNY10456NonePublic CharityArtist in the Marketplace and Biennial Exhibition$20,000
Camera Club of New York
336 West 37th Street Suite 206New YorkNY10018NonePublic CharityWorkspace Residency Program$18,000
Center for Fiction
17 East 47th StreetNew YorkNY10017NonePublic CharityEmerging Writers Fellowship Program$42,500
Chocolate Factory Theater (The)
5-49 49th AvenueLong Island CityNY11101NonePublic CharityCommissioning and production of new works$32,000
Christina Ham
2505 West 21st Street Apt 2MinneapolisMN55405NoneN/ATravel and Study Grant Trip$4,500
Christopher Makoto Yogi
146 7th Avenue Apt 1BrooklynNY11215NoneN/AFilm and Video Production$20,000
Community of Literary Magazines and Presses
154 Christopher Street Suite 3CNew YorkNY10014NonePublic CharityFACE OUT: Maximizing the Visibility of Emerging Writers$46,000
COMPOSERSOUND ARTIST FELLOWSHIP RECIPIENTS
400 sibley Street Suite 125saint paulMN55101nonepublic CharityProgram Administration$2,831
E G Bailey
4749 5th Street NortheastColumbia HeightsMN55421NoneN/AFilm and Video Production$15,000
Field ThePerformance Zone Inc (fiscal agent) for Aaron Landsman
110 Lenox Road 6HBrooklynNY11226NonePublic CharityNew work by Aaron Landsman$12,500
Field ThePerformance Zone Inc (fiscal agent) for Faye Driscoll Dance Gro
71 4th AvenueBrooklynNY11217NonePublic CharityNew work by Faye Driscoll Dance Group$16,000
Foundation Center
79 Fifth AvenueNew YorkNY10003NonePublic CharityGeneral Operating and Membership Support$2,500
Franconia Sculpture Park
29836 St Croix TrailShaferMN55074NonePublic CharityFSP/Jerome Fellowships$39,000
Franklin Furnace
80 Hanson Place 301BrooklynNY11217NonePublic CharityFranklin Furnace Fund$42,000
Grantmakers in the Arts
4055 21st Avenue West Suite 100SeattleWA98199NonePublic CharityGeneral Operating and Membership Support$11,000
Harlem Stage (Aaron Davis Hall)
150 Convent AvenueNew YorkNY10031NonePublic CharityEmerging artists' commissions in the Fund for New Work$25,000
Heather Hart
410 Marcus Garvey Boulevard 3BrooklynNY11216NoneN/ATravel and Study Grant Trip$5,000
HERE Arts Center
145 Sixth AvenueNew YorkNY10013NonePublic CharityHERE Artist Residency Program$22,000
Highpoint Center for Printmaking
912 West Lake StreetMinneapolisMN55408NonePublic CharityEmerging Printmakers' Residency Program$20,000
Intermedia Arts
2822 Lyndale Avenue SouthMinneapolisMN55408NonePublic CharityBeyond the Pure Fellowships and VERVE Grants$72,500
Ivy Baldwin Dance
191 Willoughby Street Apt 16DBrooklynNY11201NonePublic CharityDevelopment and production of new work$13,000
Jennifer Shyu
3119 Bailey Avenue Apt 4HBronxNY10463NoneN/ATravel and Study Grant Trip$5,000
JEROME FOUNDATION - MISCELLANEOUS PROGRAMS
400 Sibley Street Suite 125Saint PaulMN55101nonePublic CharityJerome@Camargo, Jerome Hill Films and Film Materials, New Initiatives and Special Needs.$46,874
Junauda Petrus and Mychal Fisher
3144 Elliot Avenue SouthMinneapolisMN55407NoneN/AFilm and Video Production$10,000
Keith Bearden
35-44 34th Street 2ALong Island CityNY11106NoneN/AFilm and Video Production$500
Kitchen (The)
512 West 19th StreetNew YorkNY10011NonePublic CharityEmerging Artists' Commissions$26,000
lachugar Inc
41 Withers Street Apt 3RBrooklynNY11211NonePublic CharityDevelopment and production of new work$16,000
Lanesboro Arts Center
PO Box 152LanesboroMN55949NonePublic CharityEmerging Artist Residency Program$18,000
Mabou Mines
PO Box 1940 Peter StuyvesantNew YorkNY10009NonePublic CharitySuite Resident Artist Program$30,000Station
Mad King Thomas
2308 East 36 1/2 Street Apt 2MinneapolisMN55406NoneN/ATravel and Study Grant Trip$5,000
Michael Forstein
5105 35th Avenue SouthMinneapolisMN55417NoneN/AFilm and Video Production$30,000
Mike P Nelson
4057 Yates Avenue NorthRobbinsdaleMN55422NoneN/AFilm and Video Production$5,000
Minneapolis College of Art and Design
2501 Stevens AvenueMinneapolisMN55404NonePublic CharityMCAD/Jerome Emerging Artists Fellowship Program$110,000
MINNESOTA FILM AND VIDEO PROGRAM RECIPIENTS
400 sibley Street Suite 125saint paulMN55101nonepublic CharityProgram Administration$1,935
Mixed Blood Theatre Company
1501 South 4th StreetMinneapolisMN55454NonePublic CharityCommissioning, development, and production of new plays$8,000
Movement Research
55 Avenue CNew YorkNY10009NonePublic CharityArtist-in-Residence Program$30,000
Nathan Fisher
4359 Browndale AvenueSaint Louis ParkMN55424NoneN/AFilm and Video Production$4,214
New Radio and Performing Arts
129 Tysen StreetStaten IslandNY10301NonePublic CharityTurbulence commissions$18,000
NEW YORK CITY FILM AND VIDEO PROGRAM RECIPIENTS
400 sibley Street Suite 125saint paulMN55101nonepublic CharityProgram Administration$6,865
New York Theatre Workshop
79 East 4th StreetNew YorkNY10003NonePublic CharityArtist Workshops$20,000
Norah Shapiro
1912 Humboldt Avenue SouthMinneapolisMN55403NoneN/ATravel and Study Grant Trip$4,994
Norman Cowie
674 Kingman AvenueSanta MonicaCA90402NoneN/AFilm and Video Production$5,000
Penumbra Theatre Company (fiscal agent) for Imani Uzuri and Zakiyyah Alexan
270 North Kent StreetSaint PaulMN55405NonePublic CharityNew work by Imani Uzuri and Zakiyyah Alexander$10,000
Playwrights' Center (The)
2301 East Franklin AvenueMinneapolisMN55406NonePublic CharityJerome Emerging Playwright Fellowship Program$80,000
Poetry Project (The)
131 East 10th StreetNew YorkNY10003NonePublic CharityFellowship and Mentoring Program Emerg-Surface-Be Fellowships$22,000
Ramon Alberto Nuez
133 Mohawk CircleSuperiorCO80027NoneN/AFilm and Video Production$100
Rini Keagy
118 College Street 2NNorthfieldMN55057NoneN/AFilm and Video Production$20,000
Rose Stark
2533 14th Place Fl 1QueensNY11102NoneN/AFilm and Video Production$10,130
Rosemary Williams
1474 Almond AvenueSaint PaulMN55108NoneN/AFilm and Video Production$13,000
Sam Hoolihan
1515 West 25th Street 2MinneapolisMN55405NoneN/AFilm and Video Production$5,000
Scott Artley
2106 Garfield Avenue Apt 11MinneapolisMN55405NoneN/ATravel and Study Grant Trip$1,921
Smack Mellon
92 Plymouth StreetBrooklynNY11201NonePublic CharityArtist Studio Program$11,000
Sun Mee Chomet
64 Inner Drive N14Saint PaulMN55116NoneN/ATravel and Study Grant Trip$4,830
TRAVEL AND STUDY GRANT PROGRAM
400 sibley Street Suite 125saint paulMN55101nonepublic CharityProgram Administration$100
VocalEssence
1900 Nicollet AvenueMinneapolisMN55403NonePublic CharityVocalEssence ReMix$30,000
Zeitgeist
275 East Fourth Street Suite 200Saint PaulMN54022NonePublic CharityZeitgeist Composer Workshops$16,500
Zenon Dance Company and School
528 Hennepin Avenue Suite 400MinneapolisMN55403NonePublic CharityEmerging choreographers' commissions$28,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,185,473TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,022,826ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$775,813ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,798,639ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,798,639TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HRK FoundationBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11200 Landmark Tower 345 St Peter StAddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT FEESCategoryTxt
Amt$18,735Amt
Net Investment Income$7,494NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,241DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard Total Bond Market Index Fund Inst - NON-USGO Portion$6,089,391$6,089,391
Vanguard Intermediate-Term Inv Grade Admiral - NON-USGO Portion$5,749,379$5,749,379
Vanguard Short-Term Inv Grade Admiral - NON-USGO Portion$3,640,109$3,640,109

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD Value Index Fund$7,155,402$7,155,402
Vanguard Total Stock Market Index Fund Inst$24,950,300$24,950,300
Vanguard REIT Index Fund Inst$4,379,280$4,379,280
Vanguard Mid-Cap Growth Fund$2,933,085$2,933,085
Vanguard International Value Fund$3,796,049$3,796,049
Vanguard International Growth Fund Admiral$4,093,505$4,093,505
Vanguard FTSE All-World ex-US Index Fnd Inst$7,749,344$7,749,344
Vanguard Growth Index Fund Inst$7,068,434$7,068,434
Vanguard Strategic Equity Fund$3,070,411$3,070,411

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,966,219USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,966,219USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Timber and TimberlandFMV$2,271,500$2,271,500
Cash equivalents - Securities LendingFMV$1,900$1,900
Vanguard Special Fund - AnnuityFMV$757,005$757,005

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
AUTOMOBILE$28,821$1,202$27,619$27,619
Equipment$63,726$60,496$3,230$3,230
Leasehold Improvements$66,524$66,524$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal feesCategoryTxt
Legal Fees$11,972LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,903DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBeneficial interest in charitable remainder trustDesc
BOY Book Value$3,439,992BOYBookValueAmt
EOY Book Value$3,287,072EOYBookValueAmt
EOYFMV$3,287,072EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST$152,920
UNREALIZED loss ON INVESTMENTS$3,847,701

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
postage$3,735$0$3,735
Insurance$6,854$0$6,854
Telephone$5,203$260$4,943
Office operations$49,859$2,493$42,833
Education program$3,658$0$3,658
BANK FEES$735$735$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN FEDERAL EXCISE TAX BENEFIT (PROVISION)Desc
Amt$66,857Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDeferred Excise Tax PayableDesc
BOY Book Value$66,857BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT AND MANAGEMENT FEES$177,475$177,475$0
other consultants$31,046$0$62,267

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll Taxes$51,085$3,811$47,274
Federal Excise Tax$25,619$0$0

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