ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC (EIN 13-3173593)
- Tax period
- 2014-05-01 to 2015-04-30
- Filed
- 2016-03-10
- IRS object ID
- 201640709349100309
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-10T16:18:03-06:00 | ReturnTs |
| Tax Period End | 2015-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135504490 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL E SAMMET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133173593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA-MARIA AND STEPHEN KELLEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC C/O JOEL E SAMMET & CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 2122698628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL KELLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122698628 | PhoneNum |
| Signature | 2016-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEROME GRUBIN | PreparerPersonNm |
| PTIN | P00182226 | PTIN |
| Phone | 2122698628 | 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 | $987,599,020 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $319,996,853 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,772,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,772,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,165,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,323,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,712,230 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,490,955 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,342,316 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $359,425,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,826,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $40,167 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,166 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $72,891 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $36,445 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,446 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,526 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,263 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,263 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $852 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $852 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,600,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,035 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,034 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,100,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,095,953 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,298 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,946,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,223,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $129,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,141,844 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,988,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,088,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,223,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,117,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $309,336,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,603,752 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $313,680,360 | CashBOYAmt |
| Cash EOY | $285,171,381 | CashEOYAmt |
| Cash EOYFMV | $285,171,381 | CashEOYFMVAmt |
| Corporate Stock BOY | $70,372,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $263,635,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $285,265,273 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,168,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,995,354 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,249,334 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $274,984,751 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $334,035,791 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $406,750,782 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,162,250 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,162,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,162,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $665,368,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $894,000,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $987,599,020 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,612,910 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,612,910 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $659,755,345 | UnrestrictedBOYAmt |
| Unrestricted EOY | $894,000,340 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $659,755,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $894,000,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $665,368,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $894,000,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $659,755,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $309,336,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $969,092,224 | SubtotalAmt |
| Other Decreases | $75,091,884 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $894,000,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CAPITAL GAINS - PER BOOKS AND RECORDS OF ACCOUNT | $108,590,148 | $92,611,270 | $15,978,878 | $15,978,878 | |
| CAPITAL GAINS DIVIDENDS | $733,352 | $733,352 | $733,352 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,712,230 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,158,997 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $572,933,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042167 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,238,505 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $493,088,259 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039016 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,637,677 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $468,738,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,109,693 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $436,404,887 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043789 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,437,413 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $374,658,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025189 | DistributionYr5Rt |
| Total Distribution | 0.187789 | TotalDistributionRt |
| Average Distribution | 0.037558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $763,459,629 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,674,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $306,038 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,980,055 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,117,985 | 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 | $306,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $306,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $306,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $580,023 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $250,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $830,023 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $523,985 | OverpaymentAmt |
| Applied To ES Tax | $523,985 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126983300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL KELLEN | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | PRESIDENT | 20.00 | $0 | $0 | $0 | |||
| MARINA K FRENCH | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | VICE-PRESIDENT | 20.00 | $12,000 | $0 | $0 | |||
| ANDREW GUNDLACH | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 | |||
| NINA M GORRISSEN | |||||||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | LAGUNA DEL SAUCE PO BOX 52-060 | MALDONADO | UY | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $127,880,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $309,717,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $337,487,634 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $775,085,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $775,085,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,626,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $763,459,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,172,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,172,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $306,038 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,997,033 | IncomeTaxAmt |
| Total Tax | $3,303,071 | TotalTaxAmt |
| Distributable Before Adj | $34,869,910 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,869,910 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,869,910 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,117,985 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,117,985 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $306,038 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,811,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,869,910 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,597,350 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,117,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,597,350 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,520,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,349,275 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NINA M GORRISSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (171 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | ||||||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| AMERICAN ACADEMY IN BERLIN | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $2,107,824 | 17-19 AM SANDWERDER | BERLIN | GM | 14109 | ||||||
| AMERICAN COUNCIL ON GERMANY | ||||||||||||
| 14 E 60TH ST 1000 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $35,000 | ||||||
| AMERICAN FEDERATION OF ARTS | ||||||||||||
| 10TH FL 305 E 47TH ST | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $250 | ||||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| CENTRAL PARK W 79TH ST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $130,000 | ||||||
| AMERICAN SKIN ASSOCIATION | ||||||||||||
| 6 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $110,000 | ||||||
| ART21 INC | ||||||||||||
| 133 W 25TH STREET 3E | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| ASIA SOCIETY | ||||||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| ASPCA | ||||||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| AUTISM SPEAKS | ||||||||||||
| 1 EAST 33RD STREET | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $6,000 | ||||||
| BARD COLLEGE | ||||||||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | PC | GENERAL TAX EXEMPT PURPOSES | $255,000 | ||||||
| BLUE HILL TROUPE | ||||||||||||
| PO BOX 286800 YORKVILLE STATION | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| BOYS & GIRLS CLUBS OF PALM BEACH COUNTY | ||||||||||||
| 800 NORTHPOINT PARKWAY STE 204 | WEST PALM BEACH | FL | 33407 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| BREARLEY SCHOOL | ||||||||||||
| 601 EAST 83RD STREET | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| BROOKS SCHOOL | ||||||||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | PC | GENERAL TAX EXEMPT PURPOSES | $220,285 | ||||||
| BROWN UNIVERSITY | ||||||||||||
| WATERMAN STREET | PROVIDENCE | RI | 02912 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| BUSINESS CENTER FOR NEW AMERICANS | ||||||||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| CANCER RESEARCH INSTITUTE | ||||||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY STE | NEW YORK | NY | 10006 | PC | GENERAL TAX EXEMPT PURPOSES | $5,030,000 | 1802 | |||||
| CARNEGIE HALL | ||||||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $787,000 | ||||||
| CAROLINE PREVIDI FOUNDATION | ||||||||||||
| PO BOX 3482 | NEWTOWN | CT | 06470 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| CARY INSTITUTE | ||||||||||||
| PLANT SCIENCE BLDG2801 SHARON | MILLBROOK | NY | 12545 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | TURNPIKE RTE 44 | |||||
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | ||||||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $3,000 | ||||||
| CENTER FOR ARTS EDUCATION | ||||||||||||
| 266 WEST 37TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| CENTER FOR CURATORIAL LEADERSHIP | ||||||||||||
| 174 EAST 80TH STREET | NEW YORK | NY | 10075 | PC | GENERAL TAX EXEMPT PURPOSES | $40,000 | ||||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| CHESS IN SCHOOLS | ||||||||||||
| 520 8TH AVENUE 2 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| CHILD MIND INSTITUTE | ||||||||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| CITY HARVEST INC | ||||||||||||
| 5501 2ND STREET | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| CIVITAS | ||||||||||||
| 1457 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| CLASSROOM INC | ||||||||||||
| 245 5TH AVENUE | NEW YORK | NY | 10037 | PC | GENERAL TAX EXEMPT PURPOSES | $3,000 | ||||||
| COLUMBIA BUSINESS SCHOOL | ||||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $175,000 | ||||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 116 STREET AND BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $6,000 | ||||||
| COLUMBIA UNIVERSITYDEPT OF OPHTHALMOLOGY | ||||||||||||
| 635 W 165TH STREET 218 | NEW YORK | NY | 10032 | PC | GENERAL TAX EXEMPT PURPOSES | $80,000 | ||||||
| CONCERNED HOME MANAGERS FOR THE ELDERLY | ||||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| CONSERVATION INTERNATIONAL | ||||||||||||
| 2011 CRYSTAL DRIVE STE500 | ARLINGTON | VA | 22202 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| COPD FOUNDATION | ||||||||||||
| 20F STREET NW STE 200A | WASHINGTON | DC | 20001 | PC | GENERAL TAX EXEMPT PURPOSES | $450,000 | ||||||
| COUNCIL ON FOREIGN RELATIONS | ||||||||||||
| THE HAROLD PRATT HOUSE 58 E 68TH ST | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $750,000 | ||||||
| CURTIS INSTITUTE OF MUSIC | ||||||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | PC | GENERAL TAX EXEMPT PURPOSES | $2,000,000 | ||||||
| DE LA SALLE ACADEMY | ||||||||||||
| 332 W 43RD STREET | NEW YORK | NY | 10036 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| DEERFIELD ACADEMY | ||||||||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| DENISE & MICHAEL KELLEN FOUNDATION INC | ||||||||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | PF | GENERAL TAX EXEMPT PURPOSES | $11,153,418 | ||||||
| DENNISTON HILL | ||||||||||||
| PO BOX 728 | GLEN WILD | NY | 12738 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| DILLER-QUAILE | ||||||||||||
| 24 E 94TH STREET | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| EAST HILL SYNAGOGUE CHESSED FUND | ||||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| ELYSIUM - BETWEEN TWO CONTINENTS INC | ||||||||||||
| 303 E 83RD STREET 17E | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $22,500 | ||||||
| EPISCOPAL DIOCESE OF NEW YORK | ||||||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| ESF COLLEGE FOUNDATION | ||||||||||||
| 1 FORESTRY DRIVE | SYRACUSE | NY | 13210 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| EVERGLADES FOUNDATION | ||||||||||||
| 18001 OLD CUTLER RD STE 625 | PALMETTO BAY | FL | 33157 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| FACE FOUNDATION | ||||||||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| FERALS IN PERIL | ||||||||||||
| 1751 BATH AVENUE | BROOKLYN | NY | 11214 | PC | GENERAL TAX EXEMPT PURPOSES | $60,000 | ||||||
| FOOD ALLERGY RESEARCH & EDUCATION | ||||||||||||
| 515 MADISON AVENUE 1912 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $84,500 | ||||||
| FORDHAM UNIVERSITY | ||||||||||||
| LINCOLN CENTER 33 W 60TH ST | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| FRANKLIN LAND TRUST | ||||||||||||
| 5 MECHANIC STREET | SHELBURNE FALLS | MA | 01370 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| FRIENDS AT FACES | ||||||||||||
| 223 E 34TH STREET | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| FRIENDS OF RIDGEFIELDCHIRP | ||||||||||||
| TOWN HALL 400 MAIN ST | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $2,800 | ||||||
| FRIENDS OF THE MUSEE DES ARTS DECORATIFS | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | 107 RUE DE RIVOLI | PARIS | FR | 75001 | ||||||
| FRIENDS OF UNITED HATZALAH | ||||||||||||
| 208 E 51ST STREET STE 303 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $52,000 | ||||||
| FRIENDS UPPER EAST SIDE HISTORIC DISTRICT | ||||||||||||
| 36 E 68TH STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| FUND FOR THE CITY OF NEW YORK | ||||||||||||
| 121 AVENUE OF THE AMERICAS 6 | NEW YORK | NY | 10013 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| GARDEN CONSERVANCYROCKY HILLS | ||||||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | PC | GENERAL TAX EXEMPT PURPOSES | $500 | ||||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| 37TH O STREET NW | WASHINGTON | DC | 20057 | PC | GENERAL TAX EXEMPT PURPOSES | $175,000 | ||||||
| GOH PRODUCTIONS | ||||||||||||
| 239 E 5TH STREET STE 1-D | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| GUIDE DOG FOUNDATION FOR THE BLIND | ||||||||||||
| EAST 371 JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| HAMPTON CLASSIC HORSE SHOW INC | ||||||||||||
| 240 SNAKE HOLLOW ROAD | BRIDGEHAMPTON | NY | 11932 | PC | GENERAL TAX EXEMPT PURPOSES | $5,250 | ||||||
| HARLEM SCHOOL OF THE ARTS | ||||||||||||
| 645 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $501,050 | ||||||
| HUMAN RIGHTS WATCH | ||||||||||||
| 350 5TH AVENUE 34 | NEW YORK | NY | 10118 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| HUMANE SOCIETY OF NEW YORK | ||||||||||||
| 306 E 59TH STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $500 | ||||||
| INSTITUTE FOR NEURODEGENERATIIVE DISEASES | ||||||||||||
| 60 TEMPLE STREET | NEW HAVEN | CT | 06510 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| INTERNATIONAL COUNCIL MUSEUM MODERN ART | ||||||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| INTERNATIONAL FOUNDATION FOR ART RESEARCH | ||||||||||||
| 500 5TH AVENUE 935 | NEW YORK | NY | 10110 | PC | GENERAL TAX EXEMPT PURPOSES | $26,000 | ||||||
| JEFFERSON AWARDS FOR PUBLIC SERVICE | ||||||||||||
| 100 W 10TH ST STE 215 | WILMINGTON | DE | 19801 | PC | GENERAL TAX EXEMPT PURPOSES | $400,000 | ||||||
| JEWISH CENTER OF JACKSON HEIGHTS | ||||||||||||
| 3706 77TH STREET | JACKSON HEIGHTS | NY | 11372 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||||||
| 225 W 34TH STREET 1607 | NEW YORK | NY | 10122 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| LEO BAECK INSTITUTE | ||||||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| LEO ZOOLOGICAL CONSERVATION CENTER | ||||||||||||
| 404 TACONIC ROAD | GREENWICH | CT | 06831 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| LINCOLN CENTER THEATRE | ||||||||||||
| 150 W 65TH STREET | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| LONGHOUSE RESERVE | ||||||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | PC | GENERAL TAX EXEMPT PURPOSES | $1,500 | ||||||
| MANHATTAN CHILDRENS CENTER | ||||||||||||
| 124 WEST 95TH STREET | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $101,500 | ||||||
| MARINE CORPS LAW ENFORCEMENT FOUNDATION | ||||||||||||
| 273 COLUMBUS AVENUE STE 10 | TUCKAHOE | NY | 10707 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| MASSACHUSETTS MUSEUM OF CONTEMPORARY ART | ||||||||||||
| 87 MARSHALL STREET | NORTH ADAMS | MA | 01247 | PC | GENERAL TAX EXEMPT PURPOSES | $44,000 | ||||||
| MAYO CLINIC | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | GENERAL TAX EXEMPT PURPOSES | $2,400,000 | ||||||
| MAYSLES DOCUMENTARY CENTER | ||||||||||||
| 343 LENOX AVENUE | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| MELANOMA RESEARCH ALLIANCE FOUNDATION | ||||||||||||
| 1101 NEW YORK AVE 620 | WASHINGTON | DC | 20005 | PC | GENERAL TAX EXEMPT PURPOSES | $225,000 | ||||||
| METROPOLIS ENSEMBLE | ||||||||||||
| 3433 84TH STREET | QUEENS | NY | 11372 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $5,110,000 | ||||||
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $350,000 | ||||||
| MICROBIOME HEALTH RESEARCH INSTITUTE | ||||||||||||
| 196 BOSTON AVE STE 1000 | MEDFORD | MA | 02155 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| MILLBROOK FIRE DEPARTMENT & RESCUE SQUAD | ||||||||||||
| PO BOX 202 20 FRONT STREET | MILLBROOK | NY | 12545 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| MOUNT SINAI HOSPITAL | ||||||||||||
| 555 WEST 57TH STREET | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| MOUNT SINAI SCHOOL OF MEDICINE | ||||||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $578,675 | ||||||
| MUNICIPAL ART SOCIETY | ||||||||||||
| 488 MADISON AVENUE 1900 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| MUSEUM OF ARTS AND DESIGN | ||||||||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| MUSEUM OF MODERN ART | ||||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $20,342 | ||||||
| MUSEUM OF THE CITY OF NEW YORK | ||||||||||||
| 1220 5TH AVENUE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $52,500 | ||||||
| MUSIC AT THE ANTHOLOGY | ||||||||||||
| 260 W BROADWAY | NEW YORK | NY | 10013 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| NATIONAL GALLERY OF ART | ||||||||||||
| 6TH CONSTITUTION AVENUE NW | WASHINGTON | DC | 20565 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| NEUE GALERIE | ||||||||||||
| 1048 5TH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| NEW YORK PHILLHARMONIC | ||||||||||||
| DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $510,000 | PLAZA | |||||
| NEW YORK PUBLIC LIBRARY | ||||||||||||
| 5TH AVENUE AT 42ND STREET | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| NEW YORK PUBLIC RADIO | ||||||||||||
| WNYC 160 VARICK STREET | NEW YORK | NY | 10013 | PC | GENERAL TAX EXEMPT PURPOSES | $7,500 | ||||||
| NEW YORK SCHOOL OF INTERIOR DESIGN | ||||||||||||
| 170 E 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| NEW YORK UNIVERSITY | ||||||||||||
| 50 WEST 4TH STREET | NEW YORK | NY | 10012 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| NOGUCHI MUSEUM | ||||||||||||
| 9-01 33RD ROAD | QUEENS | NY | 11106 | PC | GENERAL TAX EXEMPT PURPOSES | $2,000 | ||||||
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | ||||||||||||
| 1301 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| NYP FUND INC - OFFICE OF DEVELOPMENT NEW YORK PRESBYTERIAN HOSPITAL | ||||||||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| NYU - STEINHARDT SCHOOL OF EDUCATION | ||||||||||||
| 82 WASHINGTON SQUARE E FOURTH FLOOR | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| OPEN SPACE INSTITUTE | ||||||||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| PARK AVENUE ARMORY | ||||||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| PHIPPS COMMUNITY DEVELOPMENT CORP | ||||||||||||
| 330 E 26TH STREET | NEW YORK | NY | 10010 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| PRESERVATION LEAGUE OF NYS | ||||||||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| PROJECT ENTERPRISE | ||||||||||||
| 199 LINCOLN AVENUE | BRONX | NY | 10454 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| PROSPECTS OPPORTUNITY & ENRICHMENT | ||||||||||||
| 454 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $125,000 | ||||||
| PUBLIC ART FUND | ||||||||||||
| 1 EAST 53RD STREET 12 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| REACHING U A FOUNDATION FOR URUGUAY | ||||||||||||
| PO BOX 453935 | MIAMI | FL | 33243 | PC | GENERAL TAX EXEMPT PURPOSES | $103,500 | ||||||
| REACHINGU A FOUNDATION FOR URUGUAY | ||||||||||||
| PO BOX 453935 | MIAMI | FL | 33245 | PC | GENERAL TAX EXEMPT PURPOSES | $3,374,075 | ||||||
| RIDGEFIELD ACADEMY | ||||||||||||
| 223 WEST MOUNTAIN ROAD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| RIDGEFIELD EDUCATION FOUNDATION | ||||||||||||
| 70 PROSPECT STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| RIDGEFIELD VISITING NURSE ASSOCIATION | ||||||||||||
| 90 EAST RIDGE | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| RIDGEFIELD VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| 6 CATOONAH STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| ROAR ANIMAL SHELTER | ||||||||||||
| 45 SOUTH STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $62,500 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||||||
| 6 WEST 48TH STREET 10 | NEW YORK | NY | 10036 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| SLE LUPUS FOUNDATION | ||||||||||||
| 330 SEVENTH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| SANCTUARY FOR FAMILIES | ||||||||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| SCENIC HUDSON INC | ||||||||||||
| ONE CIVIC CENTER PLAZA STE 200 | POUGHKEEPSIE | NY | 12601 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| SILVER HILL HOSPITAL | ||||||||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| SING FOR HOPE | ||||||||||||
| 575 EIGHTH AVENUE STE 1812 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| SKIDMORE COLLEGE | ||||||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | GENERAL TAX EXEMPT PURPOSES | $77,000 | ||||||
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | ||||||||||||
| 136 WEST 22ND STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $8,375 | ||||||
| SOHN CONFERENCE FOUNDATION | ||||||||||||
| 825 THIRD AVENUE | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| ST BERNARD'S SCHOOL | ||||||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| ST JOHN'S LUTHERAN CHURCH | ||||||||||||
| 81 CHRISTOPHER STREET | NEW YORK | NY | 10014 | PC | GENERAL TAX EXEMPT PURPOSES | $14,500 | ||||||
| ST PETER'S EPISCOPAL CHURCH | ||||||||||||
| 346 W 20TH STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| ST ROSE OF LIMA CHURCH | ||||||||||||
| 2 BAYVIEW AVENUE | MASSAPEQUA | NY | 11758 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| THE AHA FOUNDATION | ||||||||||||
| 130 7TH AVENUE STE 236 | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| THE ALDRICH CONTEMPORARY ART MUSEUM | ||||||||||||
| 258 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| THE BRICK CHURCH | ||||||||||||
| 1140 PARK AVENUE | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $18,500 | ||||||
| THE BROOKINGS INSTITUTION | ||||||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| THE BROOKLYN TABERNACLE | ||||||||||||
| 17 SMITH STREET | BROOKLYN | NY | 11201 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| THE DOE FUND | ||||||||||||
| FREDERICK DOUGLASS BOULEVARD | NEW YORK | NY | 10039 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| THE DWIGHT SCHOOL FOUNDATION | ||||||||||||
| 291 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| THE FRICK COLLECTION | ||||||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $60,000 | ||||||
| THE FUND FOR PARK AVENUE | ||||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| THE INTERFAITH CENTER OF NEW YORK | ||||||||||||
| 475 RIVERSIDE DRIVE 540 | NEW YORK | NY | 10115 | PC | GENERAL TAX EXEMPT PURPOSES | $80,000 | ||||||
| THE JAZZ GALLERY | ||||||||||||
| 1160 BROADWAY | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| THE JEWISH BRAILLE INSTITUTE | ||||||||||||
| 110 E 30TH STREET | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $3,500 | ||||||
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| THE LIGHTHOUSE WORKS | ||||||||||||
| PO BOX 385 | FISHERS ISLAND | NY | 06390 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| THE MORGAN LIBRARY AND MUSEUM | ||||||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $175,000 | ||||||
| THE NEW YORK BOTANICAL CENTER | ||||||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| THE OPERA FOUNDATION | ||||||||||||
| C/O MANNHEIM LLC 712 5TH AVENUE 32 | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | FLOOR | |||||
| THE PARIS REVIEW FOUNDATION INC | ||||||||||||
| 544 WEST 27TH STREET | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| THE ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| THE SOCIETY OF MSK | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $2,000 | ||||||
| THE SUN | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | 1 LONDON BRIDGE STREET | LONDON | UK | SE1 9GF | ||||||
| THE URBAN ASSEMBLY | ||||||||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| THIRD STREET MUSIC SCHOOL SETTLEMENT | ||||||||||||
| 235 E 11TH STREET 1 | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $1,375,000 | ||||||
| UNIVERSITY OF SC EDUCATION FOUNDATION | ||||||||||||
| 901 SUMTER STREET STE 511 | COLUMBIA | SC | 29208 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| UNIVERSITY OF ST ANDREW AMERICAN FOUNDATION | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | UNIV OF ST ANDREWS 91 NORTH ST ST | FIFE | UK | KY169AJ | ANDREWS | |||||
| VASSAR BROTHERS MEDICAL CENTER | ||||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| WEILL CORNELL MEDICAL COLLEGE | ||||||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $1,628,500 | ||||||
| WELLESLEY COLLEGE | ||||||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | PC | GENERAL TAX EXEMPT PURPOSES | $107,000 | ||||||
| WESTERN CONNECTICUT HEALTH NETWORK FOUNDATION | ||||||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| WESTERN CONNECTICUT YOUTH ORCHESTRA | ||||||||||||
| 90 E RIDGE RD 225A | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| WILDLIFE CONSERVATORY SOCIETY | ||||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PC | GENERAL TAX EXEMPT PURPOSES | $1,500 | ||||||
| WNETORG | ||||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | ||||||
| WOMEN'S PRISON ASSOCIATION | ||||||||||||
| 110 2ND AVENUE | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| WOODSTOCK FARM ANIMAL SANCTUARY | ||||||||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| WORLD WILDLIFE FUND | ||||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,141,844 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,772,421 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,148,639 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,342,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,165,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,148,639 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,279,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,428,460 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANNA-MARIA KELLEN | ||||||||||
| 1 | 784 PARK AVENUE | NEW YORK | NY | 10021 | $18,428,023 | Yes (X) | ||||
| ANNA-MARIA KELLEN | ||||||||||
| 2 | 784 PARK AVENUE | NEW YORK | NY | 10021 | $166,566,680 | Yes (X) | ||||
| NINA M GORRISSEN | ||||||||||
| 3 | $25,000,000 | Yes (X) | LAGUNA DEL SAUCE PO BOX 52-060 | MALDONADO | UY | |||||
| NINA M GORRISSEN | ||||||||||
| 4 | $14,830,000 | Yes (X) | LAGUNA DEL SAUCE PO BOX 52-060 | MALDONADO | UY | |||||
| NINA M GORRISSEN | ||||||||||
| 5 | $83,625,000 | Yes (X) | LAGUNA DEL SAUCE PO BOX 52-060 | MALDONADO | UY | |||||
| NINA M GORRISSEN | ||||||||||
| 6 | $11,547,150 | Yes (X) | LAGUNA DEL SAUCE PO BOX 52-060 | MALDONADO | UY | |||||
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 34,993 SHARES ARNHOLD AND S.BLEICHROEDER HOLDINGS,INC. | $166,566,680 | 2015-04-21 |
| 4 | 100,000 SHARES SPDR GOLD TRUST | $14,830,000 | 2014-09-15 |
| 5 | 50,000 SHARES 21 APRIL FUND LTD. | $83,625,000 | 2014-10-28 |
| 6 | 10,000 SHARES PITARIO CAPITAL OFFSHORE FUND LTD. | $11,547,150 | 2014-10-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $37,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE AND MICHAEL KELLEN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-04-30 | GrantDt |
| Grant | $11,153,418 | GrantAmt |
| Purpose Of Grant | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S MISSION | PurposeOfGrantTxt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | N/A | DatesOfReportsByGranteeTxt |
| Verification | 2016-03-30 | VerificationDt |
| Results Of Verification | AS OF THE DATE OF THIS TAX RETURN FILING, NO REPORTS HAVE BEEN RECEIVED DUE TO THE FACT THAT THE GRANTEE ORGANIZATION OPERATES ON A CALENDAR YEAR BASIS. WE ANTICIPATE RECEIVING THE FIRST REPORT FROM THE GRANTEE BY MARCH 30, 2016. WE WILL REPORT OUR VERIFICATION ACCORDINGLY ON OUR 2015 TAX RETURN FILING, FOR THE FISCAL YEAR ENDING 04/30/16. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS AND OTHER OBLIGATIONS | BondNm |
| EOY Book Value | $9,995,354 | EOYBookValueAmt |
| EOYFMV | $9,249,334 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $263,635,564 | EOYBookValueAmt |
| EOYFMV | $285,265,273 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTERESTS | AT COST | $325,428,655 | $391,783,750 |
| MUTUAL FUNDS | AT COST | $8,196,760 | $14,635,002 |
| FOREIGN CURRENCIES | AT COST | $410,376 | $332,030 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,526 | LegalFeesAmt |
| Net Investment Income | $2,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,263 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TANGIBLE ASSETS | Desc |
| BOY Book Value | $1,162,250 | BOYBookValueAmt |
| EOY Book Value | $1,162,250 | EOYBookValueAmt |
| EOYFMV | $1,162,250 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $75,091,884 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE AND BANK FEES | $114,413 | $114,413 | $0 |
| MANAGEMENT ADVISORY FEES | $684,329 | $684,329 | $0 |
| NYS DEPT. OF LAW - FILING FEE | $1,500 | $0 | $1,500 |
| INSURANCE EXPENSE | $716 | $358 | $358 |
| NON-DEDUCTIBLE EXPENSES | $1,816 | $0 | $0 |
| FOREIGN EXCHANGE LOSS | $296,853 | $296,853 | $0 |
| REGISTRATION FEES | $440 | $0 | $440 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME THROUGH PARTNERSHIP INTERESTS | $10,152,196 | $11,342,316 | $10,152,196 |
| ORIDINARY INCOME FROM SALE OF PARTNERSHIP INTEREST | $10,338,759 | $0 | $10,338,759 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT SALE POSITIONS | Desc |
| BOY Book Value | $5,612,910 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL SERVICE FEES | CategoryTxt |
| Amt | $1,704 | Amt |
| Net Investment Income | $852 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $852 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $400,000 | $0 | $0 |
| NYS CORPORATE TAX EXPENSE | $616,000 | $0 | $0 |
| UBIT TAX EXPENSES | $2,576,000 | $0 | $0 |
| PAYROLL TAXES | $8,069 | $4,035 | $4,034 |
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