POLLOCK-KRASNER FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- POLLOCK-KRASNER FOUNDATION INC (EIN 13-3255693)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201611339349103176
- Schema version
- 2014v6.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T19:30:09-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270120069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON & VOGEL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133255693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE POLLOCK-KRASNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLL | BusinessNameControlTxt |
| Phone | 2125175400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 863 PARK AVENUE AT 77TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100750342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES C BERGMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2125175400 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00209076 | PTIN |
| Phone | 5164835800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,934,383 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $809,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $809,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,785,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,600,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,785,934 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $568,321 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $553,374 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,163,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,148,719 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $597,866 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $218,565 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $379,301 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $305,896 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $305,896 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $641,100 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $151,337 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $489,763 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,064 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,532 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,532 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,796 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,264 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $331,021 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $296,138 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,883 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,260 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $42,771 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $73,509 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $22,053 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $124,799 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,480 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $112,319 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $105,529 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $105,529 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $22,584 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $22,584 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $400,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $259,029 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $141,089 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,763,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,012,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,647,931 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,567,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,567,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,330,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,012,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,214,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,136,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,475,450 | CashBOYAmt |
| Cash EOY | $1,299,791 | CashEOYAmt |
| Cash EOYFMV | $1,299,791 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,082,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,309,103 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,309,103 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $66,321 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $66,321 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $66,321 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $28,501,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,303,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,688,612 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,443,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,209,740 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,975,366 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,076,804 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,593,560 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,556,753 | LandBOYAmt |
| Land EOY | $1,483,244 | LandEOYAmt |
| Land EOYFMV | $5,380,925 | LandEOYFMVAmt |
| Other Assets BOY | $4,018,799 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,744,686 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,214,265 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,145,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,416,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,934,383 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $117,480 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $120,004 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $117,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $120,004 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $49,027,662 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,296,144 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,027,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,296,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,145,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,416,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,027,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $435,700 | OtherIncreasesAmt |
| Subtotal | $49,296,144 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,296,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| THROUGH GOLDENTREE PARTNERS-1231 LOSS | P | -$11,745 | -$11,745 | |||
| THROUGH GOLDENTREE PARTNERS-SHORT TERM | P | $4,763 | $4,763 | |||
| THROUGH GOLDENTREE PARTNERS-LONG TERM | P | -$131,762 | -$131,762 | |||
| THROUGH GOLDENTREE PARTNERS-1231 LOSS | P | $0 | $0 | |||
| THORNBURGH INTERNTAIONAL VALUE FUND | P | $8,134 | $8,134 | 2014-09-10 | $39,052 | $30,918 |
| THORNBURGH INTERNTAIONAL VALUE FUND | P | $612,546 | $612,546 | 2014-09-10 | $2,940,828 | $2,328,282 |
| PIMCO TOTAL RETURN | P | $589 | $589 | 2015-01-09 | $27,517 | $26,928 |
| PIMCO TOTAL RETURN | P | $9,388 | $9,388 | 2015-01-09 | $438,281 | $428,893 |
| THROUGH COOKE & BEILER-SHORT TERM | P | $5,916 | $5,916 | 2015-06-30 | $323,913 | $317,997 |
| THROUGH COOKE & BEILER-LONG TERM | P | $1,051,452 | $1,051,452 | 2015-06-30 | $2,643,118 | $1,591,666 |
| THROUGH WESTFIELD CAPITAL-SHORT TERM | P | $102,604 | $102,604 | 2015-06-30 | $4,449,900 | $4,347,296 |
| THROUGH WESTFIELD CAPITAL-LONG TERM | P | $964,822 | $964,822 | 2015-06-30 | $3,148,975 | $2,184,153 |
| THROUGH WCM INTL FOCUSED GRWTH-SHORT TERM | P | -$63,502 | -$63,502 | 2015-06-30 | $365,494 | $428,996 |
| THROUGH WCM INTL FOCUSED GRWTH-LONG TERM | P | $7,990 | $7,990 | 2015-06-30 | $483,907 | $475,917 |
| THROUGH EARNEST PARTNERS-SHORT TERM | P | $22,677 | $22,677 | 2015-06-30 | $179,742 | $157,065 |
| THROUGH EARNEST PARTNERS-LONG TERM | P | $599,562 | $599,562 | 2015-06-30 | $1,578,044 | $978,482 |
| SALE OF ARTWORK | D | $601,617 | $601,617 | 2015-06-30 | $980,400 | $378,783 |
| CAPITAL GAINS DIVIDENDS | P | $883 | $883 | $883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,785,934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,660,676 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,773,063 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,883,880 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,380,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,420,920 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,891,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065925 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,257,748 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,154,754 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,327,243 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,856,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064163 | DistributionYr5Rt |
| Total Distribution | 0.315646 | TotalDistributionRt |
| Average Distribution | 0.063129 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,083,945 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,108,684 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,365 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,150,049 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,214,931 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $41,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,671 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $80,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $120,671 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $79,297 | OverpaymentAmt |
| Applied To ES Tax | $79,297 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PKF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERRIE BUITRAGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125175400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 863 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100750342 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES C BERGMAN | ||||||||
| 24 E 82ND STREET | NEW YORK | NY | 10028 | CHAIRMAN | 40.00 | $252,910 | $53,000 | $0 |
| SAMUEL SACHS | ||||||||
| 169 STONE HILL ROAD | BEDFORD | NY | 10506 | PRESIDENT | 20.00 | $138,197 | $0 | $0 |
| KERRIE BUITRAGO | ||||||||
| 65 MONTAGUE STREET | BROOKLYN | NY | 11201 | EXECUTIVE V.P. | 40.00 | $206,759 | $53,000 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLINE BLACK | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | PROGRAM OFFICER | 40.00 | $100,045 | $5,002 | $0 |
| BETH COCHEMS-BUDRIS | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | GRANTS MANAGER | 40.00 | $82,721 | $4,136 | $0 |
| GLYNNIS DOLBEE | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | PROGRAM/ADMIN | 40.00 | $53,275 | $2,664 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|
| WESTFILED CAPITAL MANAGEMENT | |||||
| ONE FINANCIAL CENTER 23RD FL | BOSTON | MA | 02111 | INVESTMENT ADVISORY | $83,649 |
| EARNEST PARTNERS LLC | |||||
| 1180 PEACHTREE STREET NE SUITE 2300 | ATLANTA | GA | 30309 | INVESTMENT ADVISORY | $69,214 |
| 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 | $50,005,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,742,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,326,955 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,075,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,075,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $991,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,083,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,254,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,254,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,365 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,092 | IncomeTaxAmt |
| Total Tax | $43,457 | TotalTaxAmt |
| Distributable Before Adj | $3,210,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,210,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,210,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,214,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,214,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,365 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,173,566 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,210,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,265,558 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,257,748 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,444,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,138,683 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $544,357 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,650,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,214,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,210,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,004,191 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,654,638 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,265,558 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,389,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,257,748 | ExcessFromYear4Amt |
| Excess From Year3 | $3,444,101 | ExcessFromYear3Amt |
| Excess From Year2 | $1,138,683 | ExcessFromYear2Amt |
| Excess From Year1 | $544,357 | ExcessFromYear1Amt |
| Excess From Current Year | $1,004,191 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS CAROLINE BLACK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POLLOCK-KRASNER FDTN 863 PARK | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100750342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125175400 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS A STANDARD APPLICATION FORM TO BE COMPLETED ON LINE AT WWW.PKF.ORG . THE REQUIRED INFORMATION AND MATERIALS NOTED IN THE APPLICATION ARE AS FOLLOWS: 1) CD OF TEN IMAGES 2) A COVER LETTER STATING THE PURPOSE OF THE GRANT, THE AMOUNT REQUESTED AND IN WHAT AMOUNTS. THE APPLICATION MUST BE COMPLETED ON LINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 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 | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBASSY SAMIRA | ||||||||||||
| 323 WEST 39TH ST | NEW YORK | NY | 10018 | NONE | N/A | GENERAL | $20,000 | |||||
| ADAMS TRACEY | ||||||||||||
| 24745 SUMMIT FIELD ROAD | CARMEL | CA | 93923 | NONE | N/A | GENERAL | $10,000 | |||||
| AHN SEONGMIN | ||||||||||||
| 76 JACKSON STREET 1 | BROOKLYN | NY | 11211 | NONE | N/A | GENERAL | $20,000 | |||||
| ALBRECHT ELKE | ||||||||||||
| NONE | N/A | GENERAL | $25,000 | MAX-KUERSCHNER-STR 35 | EISENCAH | GM | 99817 | |||||
| ALEXANDER STEVEN | ||||||||||||
| 58 ORCHARD RD | WEST ABINGTON | PA | 18414 | NONE | N/A | GENERAL | $14,000 | |||||
| ALMEIDA SONIA | ||||||||||||
| 27 BURCH STREET | ARLINGTON | MA | 02474 | NONE | N/A | GENERAL | $12,000 | |||||
| DALLAS MUSEUM OF ART | ||||||||||||
| 1717 NORTH HARWOOD | DALLAS | TX | 75201 | NONE | 501(C)(3) | GENERAL | $30,000 | |||||
| ASPEN INSTITUTE | ||||||||||||
| 477 MADISON AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| ATTIE SCOTT (SHIMON) | ||||||||||||
| 242 E 7TH ST 3 | NEW YORK | NY | 10009 | NONE | N/A | GENERAL | $15,000 | |||||
| AYLON HELENE | ||||||||||||
| 55 BETHUNE STREET 808A | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $15,000 | |||||
| BAE GREGORY | ||||||||||||
| 5480 S CORNELL AVENUE APT 109 | CHICAGO | IL | 60615 | NONE | N/A | GENERAL | $20,000 | |||||
| ALDRICH CONTEMPORARY ART MUSEUM | ||||||||||||
| 258 MAIN STREET | RIDGEFIELD | CT | 06877 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| BARON RONALD | ||||||||||||
| 582 DRIGGS AVENUE | BROOKLYN | NY | 11211 | NONE | N/A | GENERAL | $30,000 | |||||
| BAUER ROBERT | ||||||||||||
| 213 DOYLE AVENUE | PROVIDENCE | RI | 02906 | NONE | N/A | GENERAL | $9,000 | |||||
| BEERMAN JOHN | ||||||||||||
| 113 SOUTH WAKE STREET | HILLSBOROUGH | NC | 27278 | NONE | N/A | GENERAL | $10,000 | |||||
| BARTKIEWICZ LESZEK | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | UL BRZOZOWA STR 17 | LODZ | PL | 93101 | |||||
| BENGOA MONICA | ||||||||||||
| NONE | N/A | GENERAL | $24,000 | LUIS BELTRAN 2094 NUNOA | SANTIAGO | CI | 7770415 | |||||
| BLACKWELL JOSH | ||||||||||||
| PO BOX 30963 | NEW YORK | NY | 10011 | NONE | N/A | GENERAL | $7,000 | |||||
| BENNETT AMY | ||||||||||||
| 59 PARROTT STREET | COLD SPRING | NY | 10516 | NONE | N/A | GENERAL | $13,000 | |||||
| BERENDES EVA | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | CHODOWIECKISTRASSE12/2 | BERLIN | GM | 10405 | |||||
| BISSON MARIELLA | ||||||||||||
| 306 MEADS MOUNTAIN ROAD | WOODSTOCK | NY | 12498 | NONE | N/A | GENERAL | $20,000 | |||||
| BOSWORTHBARBARA | ||||||||||||
| 313 RED ACRE ROAD | STOW | MA | 01775 | NONE | N/A | GENERAL | $15,000 | |||||
| BRIFFA ANTHONY | ||||||||||||
| NONE | N/A | GENERAL | $28,000 | BJERREBYVEJ 85 | SVENDBORG | DA | 5700 | |||||
| BRIGGS KEVIN | ||||||||||||
| 123 LEIBROCK CIRCLE | SOLDTONA | AK | 99669 | NONE | N/A | GENERAL | $15,000 | |||||
| BROWN MAGGI | ||||||||||||
| 23 ATHENS STREET APT 1 | CAMBRIDGE | MA | 02138 | NONE | N/A | GENERAL | $25,000 | |||||
| BURNS PETER | ||||||||||||
| NONE | N/A | GENERAL | $21,000 | C/O CUSTOM HOUSE STUDIOS TEH QUAY | WESTPORT | EI | ||||||
| CARROLL JAMES FL | ||||||||||||
| 173 WEST MAIN STREET | KUTZTOWN | PA | 19530 | NONE | N/A | GENERAL | $10,000 | |||||
| SCULPTURE CENTER | ||||||||||||
| 44-19 PURVIS STREET | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | GENERAL | $20,000 | |||||
| CHARLES MICHELLE | ||||||||||||
| NONE | N/A | GENERAL | $30,000 | 128 BROOKE ROAD | LONDON | UK | N167RS | |||||
| CHASE LOUISA | ||||||||||||
| 52 SPRING CLOSE HWY | EAST HAMPTON | NY | 11937 | NONE | N/A | GENERAL | $20,000 | |||||
| CHERVIN CATALINA | ||||||||||||
| NONE | N/A | GENERAL | $13,000 | MANSILLA 2972 | BUENOS AIRES | AR | 1425 | |||||
| COLLINS BETHANY | ||||||||||||
| 1219 MORTIMER PLACE SE | ATLANTA | GA | 30317 | NONE | N/A | GENERAL | $14,000 | |||||
| COLWELL VIRGINIA | ||||||||||||
| 3733 CHELLOWE ROAD | RICHMOND | VA | 23225 | NONE | N/A | GENERAL | $12,000 | |||||
| DAVIDSON NANCY | ||||||||||||
| 137 DUANE STREET 4B | NEW YORK | NY | 10013 | NONE | N/A | GENERAL | $15,000 | |||||
| DE LAVAL TAMARA | ||||||||||||
| NONE | N/A | GENERAL | $24,000 | RASMUSGATAN 26 | MALMO | SW | 21446 | |||||
| DENNISUK WILLIAM | ||||||||||||
| NONE | N/A | GENERAL | $23,000 | PALOKUJA 2 AS 5 | IMATRA | FI | 55400 | |||||
| DESGRANGES CLAUDIA | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | OHMSTRA 10-14 | KOLN D | GM | 50677 | |||||
| BOSNIC MILAN | ||||||||||||
| NONE | N/A | GENERAL | $12,000 | STARACA MILIJE 1/14 | BELGRADE | RI | 11090 | |||||
| DOYON NATASHA | ||||||||||||
| NONE | N/A | GENERAL | $21,000 | 33 APT 2 CHEMIN MILL | CHELSEA | CA | J9B1K8 | QUEBEC | ||||
| DUBNAU JENNIFER | ||||||||||||
| 78-10 34 AVENUE 1B | JACKSON HEIGHTS | NY | 11372 | NONE | N/A | GENERAL | $10,000 | |||||
| DUGAN JESS T | ||||||||||||
| 4047 HARTFORD STREET | ST LOUIS | MO | 63116 | NONE | N/A | GENERAL | $11,000 | |||||
| DUNHAM URBANOWICZ NATALIE | ||||||||||||
| 3400 PAN AMERICAN DRIVE | MIAMI | FL | 33133 | NONE | N/A | GENERAL | $28,000 | |||||
| EDGAR NATALIE | ||||||||||||
| 810 BROADWAY | NEW YORK | NY | 10003 | NONE | N/A | GENERAL | $30,000 | |||||
| ELDER DONALD | ||||||||||||
| 31 ADAMS ROAD | SAUGERTIES | NY | 12477 | NONE | N/A | GENERAL | $24,000 | |||||
| ERICKSON ERIC | ||||||||||||
| 2 FORT DEFIANCE HILL ROAD | GARRISON | NY | 10524 | NONE | N/A | GENERAL | $10,000 | |||||
| ETTUN TAMAR | ||||||||||||
| 670 EASTERN PARKWAY APT 3 | BROOKLYN | NY | 11213 | NONE | N/A | GENERAL | $17,000 | |||||
| FERRER ANNE | ||||||||||||
| NONE | N/A | GENERAL | $25,000 | 187 RUE FAUBOURG POISSONNIERE | PARIS | FR | 75009 | |||||
| FISCHBEIN SILVIO | ||||||||||||
| NONE | N/A | GENERAL | $17,000 | JOSE ANTONIO CAGRERA 3086 AP2-8 | BUENOS AIRES | AR | 1186 | |||||
| INTERNATIONAL FOUNDATION FOR ART RESEARCH | ||||||||||||
| 500 FIFTH AVENUE STE 935 | NEW YORK | NY | 10110 | NONE | N/A | GENERAL | $10,000 | |||||
| FRIEDMAN TREY | ||||||||||||
| 319 EAST STREET | SHARON | CT | 06069 | NONE | N/A | GENERAL | $28,000 | |||||
| GAYLORD JIM | ||||||||||||
| 211 LAFAYETTE AVE APT 6 | BROOKLYN | NY | 11238 | NONE | N/A | GENERAL | $7,000 | |||||
| GECHTOFF SONIA | ||||||||||||
| 55 BETHUNE STREET | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $25,000 | |||||
| GENDA DAGMARA | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | 708-186 EDINBURGH ROAD SOUTH | GUELPH | CA | N1G2H9 | ONTARIO | ||||
| GILEWICZ WOJCIECH | ||||||||||||
| 425 BEACH 46TH STREET | ARVERNE | NY | 11692 | NONE | N/A | GENERAL | $25,000 | |||||
| GOLDEN EUNICE | ||||||||||||
| 463 WEST STREET B-332 | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $15,000 | |||||
| GOWDA BHUVANESH | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | C/O BALIGA J-9 | RACE COURSE VADIDARA | ID | 390007 | |||||
| GRAY OWEN | ||||||||||||
| 310 GREENWICH ST 13K | NEW YORK | NY | 10013 | NONE | N/A | GENERAL | $15,000 | |||||
| GRIFFIN KOJO | ||||||||||||
| 1069 SEABOARD AVENUE NE 19 | ATLANTA | GA | 30307 | NONE | N/A | GENERAL | $10,000 | |||||
| GRIMM CALVIN | ||||||||||||
| PO BOX 10 | SHADY | NY | 12409 | NONE | N/A | GENERAL | $20,000 | |||||
| GUYTON TYREE | ||||||||||||
| 42 WATSON | DETROIT | MI | 48201 | NONE | N/A | GENERAL | $13,000 | |||||
| HAENDEL KARL | ||||||||||||
| 556 WEST AVENUE 46 | LOS ANGELES | CA | 90065 | NONE | N/A | GENERAL | $14,000 | |||||
| INTERNATINOAL STUDIO AND CURATORIAL PROGRAM | ||||||||||||
| 1040 METROPOLITAN AVENUE | BROOKLYN | NY | 11211 | NONE | 501(C)(3) | GENERAL | $25,000 | |||||
| HEYLER NIGEL | ||||||||||||
| NONE | N/A | GENERAL | $25,000 | 18 PARKVIEW 40A ROSLYN GARDENS | RUSHCUTTERS BAY | AU | NSW2011 | |||||
| HERNANDEZ ANA B | ||||||||||||
| 4700 HAZEL AVENUE 3R | PHILADELPHIA | PA | 19143 | NONE | N/A | GENERAL | $20,000 | |||||
| HICKMAN JESSE | ||||||||||||
| 301 S SHABWASUNG STREET | NORTHPORT | MI | 49670 | NONE | N/A | GENERAL | $18,000 | |||||
| HOWARD MILDRED | ||||||||||||
| 1820 HARMON STREET | BERKELEY | CA | 94703 | NONE | N/A | GENERAL | $30,000 | |||||
| HUDSON ROBERT | ||||||||||||
| 392 EUCALYPTUS AVENUE | COTATI | CA | 94931 | NONE | N/A | GENERAL | $30,000 | |||||
| JUDD TOM | ||||||||||||
| 403 WEST PRICE STREET | PHILADELPHIA | PA | 19144 | NONE | N/A | GENERAL | $10,000 | |||||
| CHARLOTTE STREET FONDATION | ||||||||||||
| PO BOX 10263 | KANSAS CITY | MO | 64171 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| IKEDA MANUBU | ||||||||||||
| 4933 MINERAL POINT RD 3 | MADISON | WI | 53705 | NONE | N/A | GENERAL | $25,000 | |||||
| IKEGNAGA HISAE | ||||||||||||
| NONE | N/A | GENERAL | $28,000 | 32 RUE DE SAINT LOUIS | THIONVILLE | FR | 57100 | |||||
| JACKSON PATRICK | ||||||||||||
| 600 ROBINSON STREET 4 | LOS ANGELES | CA | 90026 | NONE | N/A | GENERAL | $27,000 | |||||
| KAHN NICHOLAS | ||||||||||||
| 1642 RT 66 | GHENT | NY | 12075 | NONE | N/A | GENERAL | $12,000 | |||||
| KAIHORI YUKARI | ||||||||||||
| NONE | N/A | GENERAL | $10,000 | 45 DURHAM STREET ARO VALLEY | WELLINGTON | NZ | 6021 | |||||
| KALINOWSKI ADAM | ||||||||||||
| NONE | N/A | GENERAL | $25,000 | WOLNICA 7/8 M 15 | POZNAN | PL | 61746 | |||||
| KELLER CAROL | ||||||||||||
| 247 WENDELL ROAD | SHUTESBRY | MA | 01072 | NONE | N/A | GENERAL | $20,000 | |||||
| KENT CAROLINE | ||||||||||||
| 2285 UNIVERSITY W UNIT 364 | ST PAUL | MN | 55114 | NONE | N/A | GENERAL | $12,000 | |||||
| LOWER MANHATTAN CULTURAL COUNCIL | ||||||||||||
| 125 MAIDEN LN 2 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL | $15,000 | |||||
| KIMBALL SELENA | ||||||||||||
| 497 16TH STREET 2 | BROOKLYN | NY | 11215 | NONE | N/A | GENERAL | $17,000 | |||||
| KOROLOV STAS | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | BEN GURION STREET | AKKO | IS | 47232 | |||||
| KOVES EVA | ||||||||||||
| NONE | N/A | GENERAL | $15,000 | BRODY SANDOR UTCA 36 | BUDAPEST | HU | H1088 | |||||
| KUNDU RIMA | ||||||||||||
| NONE | N/A | GENERAL | $13,000 | SREEPALLY QUARTER 8 | WEST BENGAL | IN | 731235 | |||||
| LESPERANCE ELLEN | ||||||||||||
| 5625 N OMAHA AVENUE | PORTLAND | OR | 97217 | NONE | N/A | GENERAL | $20,000 | |||||
| LEVY FLORENCIA | ||||||||||||
| NONE | N/A | GENERAL | $24,000 | ACEVEDO 941 APT A | BUENOS AIRES | AR | 1414 | |||||
| MITRA ANIRBAN | ||||||||||||
| NONE | N/A | GENERAL | $13,000 | 80 NC BANERJEE ROAD | WEST BENGAL | IN | 712222 | |||||
| MC GILL CHARLES | ||||||||||||
| 906 SOUTH ST LOFT 2 | PEEKSKILL | NY | 10566 | NONE | N/A | GENERAL | $10,000 | |||||
| NEUKAMP ANNE | ||||||||||||
| NONE | N/A | GENERAL | $27,000 | KURFURSTENSTR 31/32 | BERLIN | GM | 10785 | |||||
| NGUYEN MAI-THANH THI | ||||||||||||
| NONE | N/A | GENERAL | $16,000 | 4/118 TONTHAT THIEP STREET | HUE | VM | 10000 | |||||
| MILLER TRACY | ||||||||||||
| 407 GREENWOOD AVENUE | BROOKLYN | NY | 11218 | NONE | N/A | GENERAL | $7,000 | |||||
| OLIVERIA CHRIS | ||||||||||||
| 2613 PEPPER AVENUE | LOS ANGELES | CA | 90065 | NONE | N/A | GENERAL | $13,000 | |||||
| OROPALLO DEBORAH | ||||||||||||
| 2629 7TH STREET STUDIO B | BERKELEY | CA | 94710 | NONE | N/A | GENERAL | $23,000 | |||||
| OSINSKI CHRISTINE | ||||||||||||
| 490 MAIN STREET | RIDGEFILED | CT | 06877 | NONE | N/A | GENERAL | $15,000 | |||||
| PANTER GARY | ||||||||||||
| 444 EAST 19TH STREET | BROOKLYN | NY | 11226 | NONE | N/A | GENERAL | $25,000 | |||||
| PUSHPAKARAN K KADAPPATH | ||||||||||||
| NONE | N/A | GENERAL | $15,000 | KADAPPATH-HOUSE VELUR-POST | THRISSUR | IN | 680601 | |||||
| RAISSNIA RAHA | ||||||||||||
| 645 PUTNAM AVENUE 3 | BROOKLYN | NY | 11221 | NONE | N/A | GENERAL | $15,000 | |||||
| MUHSAM ARMIN | ||||||||||||
| 906 WEST SECOND STREET | MARYVILLE | MO | 64468 | NONE | N/A | GENERAL | $10,000 | |||||
| REED SHELLEY | ||||||||||||
| 44 BROOK STREET | BROOKLINE | MA | 02445 | NONE | N/A | GENERAL | $30,000 | |||||
| NEW YORK FOUNDATION FOR THE ARTS | ||||||||||||
| 20 JAY STREET | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL | $20,000 | |||||
| ROYBAL VALERIE | ||||||||||||
| 4619 PALO ALTO SE | ALBURQUERQUE | NM | 87108 | NONE | N/A | GENERAL | $20,000 | |||||
| RYAN AJEAN | ||||||||||||
| 2135 WEST VINE DRIVE | FORT COLLINS | CO | 80521 | NONE | N/A | GENERAL | $10,000 | |||||
| PEGGY GUGENHEIM COLLECTION | ||||||||||||
| NONE | 501(C)(3) | GENERAL | $10,000 | 701 DORSODURO | VENICE | IT | 30123 | |||||
| SANDELL SCOTT | ||||||||||||
| BOX 2081 | SAG HARBOR | NY | 11963 | NONE | N/A | GENERAL | $10,000 | |||||
| PEDERSON-KRAG GILLIAN | ||||||||||||
| 726 HANOVER STREET | SANTA CRUZ | CA | 95062 | NONE | N/A | GENERAL | $7,000 | |||||
| SANSIG JAMES | ||||||||||||
| 17 MERRYDALE ROAD 19 | SAN RAFAEL | CA | 94903 | NONE | N/A | GENERAL | $22,000 | |||||
| SCHELL HELEN | ||||||||||||
| NONE | N/A | GENERAL | $22,000 | 75 BRIGHT STREET | SUNDERLAND | UK | SR60JH | |||||
| SCHUCK BILL | ||||||||||||
| 99 COMMERCIAL STREET 15 | BROOKLYN | NY | 11222 | NONE | N/A | GENERAL | $10,000 | |||||
| SADE SHULI | ||||||||||||
| 55 WEST 14H STREET APT 16F | NEW YORK | NY | 10011 | NONE | N/A | GENERAL | $7,000 | |||||
| REGINATO PETER | ||||||||||||
| 60 GREEN STREET | NEW YORK | NY | 10012 | NONE | N/A | GENERAL | $10,000 | |||||
| SECCOMBE DAVID | ||||||||||||
| 463 WEST STREET 137C | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $20,000 | |||||
| SHELLEY WARD | ||||||||||||
| 98 WELLS HILL ROAD | EASTON | CT | 06612 | NONE | N/A | GENERAL | $15,000 | |||||
| SCOTT DREAD (TYLER) | ||||||||||||
| 179 WASHINGTON PK 3 | BROOKLYN | NY | 11205 | NONE | N/A | GENERAL | $10,000 | |||||
| SMALDONE ANDREW | ||||||||||||
| 4301 CASTLEMAN CT | NASHVILLE | TN | 37215 | NONE | N/A | GENERAL | $11,000 | |||||
| SOLIVEN MANUEL | ||||||||||||
| NONE | N/A | GENERAL | $18,000 | 24 NARRA MONTE VISTA SUBD | MARAKINA | RP | 1802 | |||||
| SOUDERS ELIZABETH BREA | ||||||||||||
| 15 DUNHAM PLACE 10P | BROOKLYN | NY | 11249 | NONE | N/A | GENERAL | $15,000 | |||||
| STANLEY M LOUISE | ||||||||||||
| 1420 45TH STREET 29 | EMERVILLE | CA | 94608 | NONE | N/A | GENERAL | $12,000 | |||||
| STOLLE KIRSTEN | ||||||||||||
| 193 SCARLETT RIDGE DRIVE | MARSHALL | NC | 28753 | NONE | N/A | GENERAL | $10,000 | |||||
| STONYBROOK FOUNDATION (PKF HOUSE & STUDY CENTER) | ||||||||||||
| 101 NICHOLLS ROAD | STONYBROOK | NY | 11794 | NONE | 501(C)(3) | GENERAL | $200,000 | |||||
| SUZUKI NAOE | ||||||||||||
| 91 CHERRY STREET UNIT 3 | WALTHAM | MA | 02453 | NONE | N/A | GENERAL | $18,000 | |||||
| SUZUKI TAKAHIRO | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | 4-19-7 KIYOSHIKOUJINN TAKARADUKA | HYOGO | JA | 665-0836 | |||||
| THOMAS LARRY | ||||||||||||
| 29893 MADSEN LANE | FORT BRAGG | CA | 95437 | NONE | N/A | GENERAL | $25,000 | |||||
| TOEBBE ANN | ||||||||||||
| 5424 S EAST VIEW PARK 2 | CHICAGO | IL | 60615 | NONE | N/A | GENERAL | $20,000 | |||||
| TORRETTA MARCELO | ||||||||||||
| NONE | N/A | GENERAL | $15,000 | ENTRE RIOS 1912C CIUDAD AUTONOMA | BUENOS AIRES | AR | 1133 | |||||
| VERMONT STUDIO CENTER | ||||||||||||
| 80 PEARL ST | JOHNSON CITY | VT | 05656 | NONE | 501(C)(3) | GENERAL | $20,000 | |||||
| VIGNA LAURE | ||||||||||||
| NONE | N/A | GENERAL | $22,000 | VIGNA 2 QUAI GAMBETTA | CHALONSURSAONE | FR | 71100 | |||||
| VRENCOSKA GORDANA | ||||||||||||
| NONE | N/A | GENERAL | $10,000 | MIRCE OROVCANEC 16/5 | SKOPJE | MK | 1000 | |||||
| WILLIAMS BOYD DAWN | ||||||||||||
| 175 LE CONTE HWY SW | ATLANTA | GA | 30331 | NONE | N/A | GENERAL | $7,000 | |||||
| WOODSTOCK BYRDCLIFFE GUILD | ||||||||||||
| 34 TINKER STREET | WOODSTOCK | NY | 12498 | NONE | 501(C)(3) | GENERAL | $21,000 | |||||
| WAGNER ELISE | ||||||||||||
| 1522 N HUMBOLDT STREET | PORTLAND | OR | 97217 | NONE | N/A | GENERAL | $16,000 | |||||
| ZAHAYKEVICH TAMARA | ||||||||||||
| 9281 SHORE ROAD 620 | BROOKLYN | NY | 11209 | NONE | N/A | GENERAL | $10,000 | |||||
| WAGNER CRYSTAL | ||||||||||||
| 234 KELKER STREET APT 2 | HARRISBURG | PA | 17102 | NONE | N/A | GENERAL | $13,000 | |||||
| WARDLAW GEORGE | ||||||||||||
| 47 MORGAN CIRCLE | AMHERST | MA | 01002 | NONE | N/A | GENERAL | $18,000 | |||||
| TATE LIVERPOOL | ||||||||||||
| NONE | 501(C)(3) | GENERAL | $10,000 | ALBERT DOCK | LIVERPOOL | UK | L34BB | |||||
| WEISKOPF AMY | ||||||||||||
| 441 40TH STREET APT B5 | BROOKLYN | NY | 11232 | NONE | N/A | GENERAL | $25,000 | |||||
| MACDOWELL COLONY | ||||||||||||
| 163 EAST 81ST STREET | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL | $20,000 | |||||
| YOUNGERMAN JACK | ||||||||||||
| 2003 SCUTTLEHOKE ROAD | BRIDGEHAMPTON | NY | 119320508 | NONE | N/A | GENERAL | $25,000 | |||||
| GIANAKOS CRISTOS | ||||||||||||
| 93 MERCER STREET APT 4E | NEW YORK | NY | 10012 | NONE | N/A | GENERAL | $10,000 | |||||
| RICHARD SELESNICK | ||||||||||||
| 27 CENTER STREET | RHINEBECK | NY | 12572 | NONE | N/A | GENERAL | $12,000 | |||||
| SCHWEDER ALEX | ||||||||||||
| 20 MAGAW PLACE 62 | NEW YORK | NY | 10033 | NONE | N/A | GENERAL | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,567,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAMS TRACEY | |||||||
| 24745 SUMMIT FIELD ROAD | CARMEL | CA | 93923 | NONE | N/A | GENERAL | $10,000 |
| ALEXANDER STEVEN | |||||||
| 58 ORCHARD RD | WEST ABINGTON | PA | 18414 | NONE | N/A | GENERAL | $13,000 |
| BENNETT AMY | |||||||
| 59 PARROTT STREET | COLD SPRING | NY | 10516 | NONE | N/A | GENERAL | $12,000 |
| BOSWORTHBARBARA | |||||||
| 313 RED ACRE ROAD | STOW | MA | 01775 | NONE | N/A | GENERAL | $15,000 |
| BRIGGS KEVIN | |||||||
| 123 LEIBROCK CIRCLE | SOLDTONA | AK | 99669 | NONE | N/A | GENERAL | $15,000 |
| COLWELL VIRGINIA | |||||||
| 3733 CHELLOWE ROAD | RICHMOND | VA | 23225 | NONE | N/A | GENERAL | $12,000 |
| DAVIDSON NANCY | |||||||
| 137 DUANE STREET 4B | NEW YORK | NY | 10013 | NONE | N/A | GENERAL | $15,000 |
| DUBNAU JENNIFER | |||||||
| 78-10 34 AVENUE 1B | JACKSON HEIGHTS | NY | 11372 | NONE | N/A | GENERAL | $10,000 |
| DUGAN JESS T | |||||||
| 4047 HARTFORD STREET | ST LOUIS | MO | 63116 | NONE | N/A | GENERAL | $11,000 |
| GRAY OWEN | |||||||
| 310 GREENWICH ST 13K | NEW YORK | NY | 10013 | NONE | N/A | GENERAL | $15,000 |
| GRIFFIN KOJO | |||||||
| 1069 SEABOARD AVENUE NE 19 | ATLANTA | GA | 30307 | NONE | N/A | GENERAL | $10,000 |
| GUYTON TYREE | |||||||
| 42 WATSON | DETROIT | MI | 48201 | NONE | N/A | GENERAL | $12,000 |
| HAENDEL KARL | |||||||
| 556 WEST AVENUE 46 | LOS ANGELES | CA | 90065 | NONE | N/A | GENERAL | $13,000 |
| KENT CAROLINE | |||||||
| 2285 UNIVERSITY W UNIT 364 | ST PAUL | MN | 55114 | NONE | N/A | GENERAL | $11,000 |
| OLIVERIA CHRIS | |||||||
| 2613 PEPPER AVENUE | LOS ANGELES | CA | 90065 | NONE | N/A | GENERAL | $12,000 |
| OSINSKI CHRISTINE | |||||||
| 490 MAIN STREET | RIDGEFIELD | CT | 06877 | NONE | N/A | GENERAL | $15,000 |
| STOLLE KIRSTEN | |||||||
| 193 SCARLETT RIDGE DRIVE | MARSHALL | NC | 28753 | NONE | N/A | GENERAL | $9,000 |
| WAGNER CRYSTAL | |||||||
| 234 KELKER STREET APT 2 | HARRISBURG | PA | 17102 | NONE | N/A | GENERAL | $12,000 |
| STONYBROOK FOUNDATION (PKF HOUSE & STUDY CENTER) | |||||||
| 101 NICHOLLS ROAD | STONYBROOK | NY | 11794 | NONE | 501(C)(3) | GENERAL | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $422,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $809,411 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $568,321 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,785,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,163,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,163,666 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COOPERSMITH SIMON & VOGEL PC | CategoryTxt |
| Amt | $29,060 | Amt |
| Net Investment Income | $21,796 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,264 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| CO-OP APARTMENT | 1998-01-01 | $2,329,673 | $960,993 | SL | 40.000000000000 | $58,242 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 1998-06-30 | $157,134 | $157,134 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 1999-01-01 | $8,910 | $8,910 | SL | 7.000000000000 | $0 | $0 |
| WOOD BLINDS | 2000-05-03 | $1,725 | $1,722 | SL | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 1998-01-01 | $187,553 | $77,200 | SL | 40.000000000000 | $4,689 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 1991-06-30 | $5,229 | $5,229 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1991-06-30 | $1,525 | $1,525 | SL | 5.000000000000 | $0 | $0 |
| SECURITY SYSTEM | 1993-06-30 | $1,950 | $1,950 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1995-01-01 | $28,874 | $28,874 | SL | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 1996-06-30 | $2,509 | $2,509 | SL | 5.000000000000 | $0 | $0 |
| SECURITY SYSTEM | 1996-06-30 | $273 | $273 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1997-06-30 | $6,279 | $6,279 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1998-06-30 | $17,963 | $17,963 | SL | 5.000000000000 | $0 | $0 |
| HP PRINTER | 1999-11-11 | $850 | $843 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1999-11-02 | $34,667 | $34,667 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1996-06-30 | $11,363 | $11,363 | SL | 5.000000000000 | $0 | $0 |
| WEB SITE | 2002-02-28 | $45,900 | $45,900 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2003-06-30 | $1,709 | $1,709 | SL | 5.000000000000 | $0 | $0 |
| A/C UNIT | 2005-07-01 | $3,000 | $3,000 | SL | 5.000000000000 | $0 | $0 |
| 3 AIR CONDITIONERS | 2006-07-12 | $3,800 | $3,800 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2007-04-27 | $6,199 | $6,199 | SL | 5.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2008-06-01 | $68,909 | $10,749 | SL | 39.000000000000 | $1,767 | $0 |
| OFFICE EQUIPMENT | 2009-06-30 | $4,533 | $4,533 | SL | 5.000000000000 | $0 | $0 |
| PHONE SYSTEM | 2010-11-10 | $12,025 | $8,818 | SL | 5.000000000000 | $2,405 | $0 |
| OFFICE EQUIPMENT | 2011-12-31 | $10,927 | $5,463 | SL | 5.000000000000 | $2,185 | $0 |
| SOFTWARE | 2011-12-31 | $7,820 | $6,517 | SL | 3.000000000000 | $1,303 | $0 |
| COMPUTER EQUIPMENT | 2012-08-31 | $14,591 | $5,350 | SL | 5.000000000000 | $2,918 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN A FUND | $0 | $0 |
| EQUITIES AT WESTFIELD MANAGEMENT | $6,544,428 | $7,858,609 |
| EQUITIES AT COOKE & BIELER, L.P. | $6,445,176 | $7,905,696 |
| EQUITIES AT EARNEST PARTNERS, LLC | $3,814,167 | $5,942,023 |
| THORNBURG INTERNATIONAL VALUE CL I | $0 | $0 |
| TITAN MASTERS | $4,505,271 | $6,128,265 |
| LEGG MASON BW GLOBAL OPP FUND CL IS | $2,129,503 | $1,955,327 |
| WCM INTL FOCUSED GROWTH | $2,822,876 | $3,040,137 |
| DODGE & COX INTL STOCK FUND | $3,041,842 | $2,858,555 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDENTREE HIGH YIELD PARTNERS | AT COST | $7,209,740 | $7,621,268 |
| IRONWOOD INTERNATIONAL LTD | AT COST | $5,000,000 | $6,354,098 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CO-OP APARTMENT | $2,329,673 | $1,019,235 | $1,310,438 |
| OFFICE FURNITURE & EQUIPMENT | $157,134 | $157,134 | $0 |
| OFFICE FURNITURE & EQUIPMENT | $8,910 | $8,910 | $0 |
| WOOD BLINDS | $1,725 | $1,722 | $3 |
| BUILDING IMPROVEMENTS | $187,553 | $81,889 | $105,664 |
| OFFICE FURNITURE & EQUIPMENT | $5,229 | $5,229 | $0 |
| COMPUTER EQUIPMENT | $1,525 | $1,525 | $0 |
| SECURITY SYSTEM | $1,950 | $1,950 | $0 |
| COMPUTER EQUIPMENT | $28,874 | $28,874 | $0 |
| OFFICE FURNITURE & EQUIPMENT | $2,509 | $2,509 | $0 |
| SECURITY SYSTEM | $273 | $273 | $0 |
| COMPUTER EQUIPMENT | $6,279 | $6,279 | $0 |
| COMPUTER EQUIPMENT | $17,963 | $17,963 | $0 |
| HP PRINTER | $850 | $843 | $7 |
| COMPUTER EQUIPMENT | $34,667 | $34,667 | $0 |
| COMPUTER EQUIPMENT | $11,363 | $11,363 | $0 |
| WEB SITE | $45,900 | $45,900 | $0 |
| COMPUTER EQUIPMENT | $1,709 | $1,709 | $0 |
| A/C UNIT | $3,000 | $3,000 | $0 |
| 3 AIR CONDITIONERS | $3,800 | $3,800 | $0 |
| COMPUTER EQUIPMENT | $6,199 | $6,199 | $0 |
| BUILDING IMPROVEMENTS | $68,909 | $12,516 | $56,393 |
| OFFICE EQUIPMENT | $4,533 | $4,533 | $0 |
| PHONE SYSTEM | $12,025 | $11,223 | $802 |
| OFFICE EQUIPMENT | $10,927 | $7,648 | $3,279 |
| SOFTWARE | $7,820 | $7,820 | $0 |
| COMPUTER EQUIPMENT | $14,591 | $8,268 | $6,323 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CARTER LEDYARD & MILBURN LLP | CategoryTxt |
| Legal Fees | $13,064 | LegalFeesAmt |
| Net Investment Income | $6,532 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,532 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $3,824,806 | $3,741,806 | $13,211,385 |
| SECURITY DEPOSIT | $2,880 | $2,880 | $2,880 |
| DUE FROM HERITAGE | $107,113 | $0 | $0 |
| ARTWORK RECEIVABLE | $84,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $49,779 | $20,586 | $29,193 |
| OFFICE EXPENSE | $32,906 | $8,226 | $24,680 |
| TELEPHONE | $21,166 | $5,715 | $15,451 |
| COMMITTEE OF SELECTION | $17,690 | $0 | $17,690 |
| ARTWORK EXPENSE | $58,439 | $58,439 | $0 |
| STATE FILING FEES | $1,902 | $0 | $1,902 |
| POSTAGE | $3,529 | $882 | $2,647 |
| EQUIPMENT LEASING | $17,202 | $4,301 | $12,901 |
| COMPUTER EXPENSE | $3,679 | $920 | $2,759 |
| CUSTODY FEES | $21,729 | $21,729 | $0 |
| THROUGH PASSTHROUGH ENTITIES | $138,231 | $138,231 | $0 |
| REPAIRS | $33,866 | $0 | $33,866 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $240,240 | $240,240 | $240,240 |
| UBTI INCOME INCLUDED ABOVE | -$14,947 | ||
| GOLDENTREE PARTNERS-PORTFOLIO | $328,081 | $328,081 | $328,081 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS FROM PASSTHROUGHS AND BOOK ADJUSTMENTS | Desc |
| Amt | $435,700 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION | Desc |
| BOY Book Value | $117,480 | BOYBookValueAmt |
| EOY Book Value | $120,004 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EARNEST PARTNERS, LLC | $62,419 | $62,419 | $0 |
| COOKE & BEILER, L.P. | $48,326 | $48,326 | $0 |
| CYBER CITY INC | $28,932 | $10,994 | $17,938 |
| PRINCIPAL FINANCIAL-PENSION SERVICE | $9,500 | $3,135 | $6,365 |
| WESTFIELD CAPITAL | $83,649 | $83,649 | $0 |
| GAVION | $46,011 | $46,011 | $0 |
| WCM INTL | $35,120 | $35,120 | $0 |
| MICROEDGE | $17,064 | $6,484 | $10,580 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $48,000 | $0 | $0 |
| PAYROLL | $56,246 | $13,475 | $42,771 |
| FOREIGN TAX WITHHELD | $10,785 | $10,785 | $0 |
| TAX ON UBTI | $4,307 | $0 | $0 |
Comments