BETA

BUDDY TAUB FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BUDDY TAUB FOUNDATION (EIN 95-4588448)
Tax period
2014-06-01 to 2015-05-31
Filed
2016-04-06
IRS object ID
201640979349100854
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-06T17:20:00-05:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 AVENUE OF THE STARS 28TH FLAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954588448EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BUDDY TAUB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% COHNREZNICK LLPInCareOfNm
Business Name ControlBUDDBusinessNameControlTxt
Phone3108591800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19200 SUNSET BLVD SUITE 525AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90069ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS ROACHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3108439700PhoneNum
Signature2016-04-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARNOLD G ANISGARTENPreparerPersonNm
PTINP00227735PTIN
Phone3108439700PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,239,311FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$40,349InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40,349InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$167,609DividendsRevAndExpnssAmt
Dividends Net Invst Incm$167,609DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$196,741NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,616,728GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$196,741CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,195OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,747OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$419,894TotalRevAndExpnssAmt
Total Net Invst Incm$409,446TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$32,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$32,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$34,352AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$34,352AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$92,354OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$92,354OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$19,242TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,394TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,033OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$180,981TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$99,748TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$68,552TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$639,944ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$639,944ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$820,925TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$99,748TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$708,496TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$401,031ExcessRevenueOverExpensesAmt
Net Investment Income$309,698NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,398CashBOYAmt
Cash EOY$9,670CashEOYAmt
Cash EOYFMV$9,670CashEOYFMVAmt
Sav And Temp Cash Invst BOY$412,017SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$293,082SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$293,082SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,119,522USGovernmentObligationsBOYAmt
US Government Obligations EOY$852,344USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$871,368USGovtObligationsEOYFMVAmt
Corporate Stock BOY$7,320,600CorporateStockBOYAmt
Corporate Stock EOY$7,747,585CorporateStockEOYAmt
Corporate Stock EOYFMV$8,900,700CorporateStockEOYFMVAmt
Corporate Bonds BOY$446,325CorporateBondsBOYAmt
Corporate Bonds EOY$149,893CorporateBondsEOYAmt
Corporate Bonds EOYFMV$164,491CorporateBondsEOYFMVAmt
Total Assets BOY$9,327,862TotalAssetsBOYAmt
Total Assets EOY$9,052,574TotalAssetsEOYAmt
Total Assets EOYFMV$10,239,311TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$9,327,862RetainedEarningBOYAmt
Retained Earning EOY$9,052,574RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,327,862TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,052,574TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,327,862TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,052,574TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,327,862TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$401,031ExcessRevenueOverExpensesAmt
Other Increases$127,086OtherIncreasesAmt
Subtotal$9,053,917SubtotalAmt
Other Decreases$1,343OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,052,574TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #010447 ST - ATTACHMENT AP$7,973$6,143$1,830$1,830
MORGAN STANLEY #010447 LT - ATTACHMENT AP$82,677$54,859$27,818$27,818
MORGAN STANLEY #010450 ST - ATTACHMENT BP$5$5$5
MORGAN STANLEY #010450 LT - ATTACHMENT B$45,120$27,113$18,007$18,007
MORGAN STANLEY #011267 ST - ATTACHMENT CP$288,942$313,397-$24,455-$24,455
MORGAN STANLEY #011267 LT - ATTACHMENT CP$753,489$620,100$133,389$133,389
MORGAN STANLEY #014301 ST - ATTACHMENT DP$1,296,552$1,346,978-$50,426-$50,426
MORGAN STANLEY #014301 LT - ATTACHMENT DP$448,249$426,918$21,331$21,331
MORGAN STANLEY #011015 ST - ATTACHMENT EP$12,309$13,321-$1,012-$1,012
MORGAN STANLEY #011015 LT - ATTACHMENT EP$35,262$29,529$5,733$5,733
MORGAN STANLEY #114763 ST - ATTACHMENT F$51,529$6,134$45,395$45,395
MORGAN STANLEY #114763 LT - ATTACHMENT FP$593,259$575,495$17,764$17,764
CAPITAL GAIN DIVIDENDSP$1,362
FieldValueIRS element (for citing)
Capital Gain Net Income$196,741CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$565,319AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,129,629NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055808DistributionYr1Rt
Adjusted Qlfy Distri Yr2$693,351AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,817,753NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070622DistributionYr2Rt
Adjusted Qlfy Distri Yr3$492,463AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,956,452NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049462DistributionYr3Rt
Adjusted Qlfy Distri Yr4$596,681AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,169,028NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058676DistributionYr4Rt
Adjusted Qlfy Distri Yr5$476,147AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,727,882NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048947DistributionYr5Rt
Total Distribution0.283515TotalDistributionRt
Average Distribution0.056703AverageDistributionRt
Net Vl Noncharitable Assets$10,285,337NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$583,209AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,097NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$586,306AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$708,496QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,097InvestmentIncomeExciseTaxAmt
Subtotal$3,097SubtotalAmt
Tax Based On Investment Income$3,097TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,900TotalPaymentsAndCreditsAmt
Overpayment$3,803OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$3,803RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108439700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11900 AVE OF THE STARS 28TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Dennis A Roach APC
9200 SUNSET BLVD SUITE 525LOS ANGELESCA90069President6.0$32,000
Jill J Roach
9200 SUNSET BLVD SUITE 525LOS ANGELESCA90069Secretary/CFO1.0$0
Alexis Roach
9200 SUNSET BLVD SUITE 525LOS ANGELESCA90069Director0$0
Stephanie Roach
9200 SUNSET BLVD SUITE 525LOS ANGELESCA90069Director0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,942,426AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$499,541AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,441,967TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,441,967AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$156,630CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,285,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$514,267MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$514,267MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,097TaxBasedOnInvestmentIncomeAmt
Total Tax$3,097TotalTaxAmt
Distributable Before Adj$511,170DistributableBeforeAdjAmt
Distributable Before Ded$511,170DistributableBeforeDedAmt
Distributable As Adjusted$511,170DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$708,496ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$708,496QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,097PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$705,399AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$511,170DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr1$44,156ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,156TotalExcessDistributionCyovAmt
Qualifying Distributions$708,496QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$511,170AppliedToCurrentYearAmt
Remaining Distri From Corpus$197,326RemainingDistriFromCorpusAmt
Total Corpus$241,482TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$241,482ExcessDistriCyovToNextYrAmt
Excess From Year1$44,156ExcessFromYear1Amt
Excess From Current Year$197,326ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Emory University
540 Ashbury CircleAtlantaGA30322N/APCGeneral Purpose$11,500
Exponent Philanthropy
1720 N Street NWWashingtonDC20036N/APCGeneral Purpose$750
Forbes House Museum
215 Adams StreetMiltonMA02186N/APCGeneral Purpose$16,300
Hammer Museum
Attn Development DeptLos AngelesCA90024N/APCGeneral Purpose$68,40010899 Wilshire Blvd
Hutchins Center
104 Mount Auburn Street 3RCambridgeMA02138N/APCGeneral Purpose$11,500
Los Angeles County Museum of Art
5905 Wilshire BlvdLos AngelesCA90036N/APCGeneral Purpose$21,000
Museum of Contemporary Art Chicago
220 East Chicago AvenueChicagoIL60611N/APCGeneral Purpose$29,000
New York Public Library
5th AvenueNew YorkNY10018N/APCGeneral Purpose$40,000
New-York Historical Society
170 Central Park WNew YorkNY10024N/APCGeneral Purpose$6,000
Plymouth Antiquarian Society
P O Box 3773PlymouthMA02361N/APCGeneral Purpose$7,600
Shirley-Eustis House
33 Shirley StreetRoxburbyMA02119N/APCGeneral Purpose$4,200
The Harmony Project
817 Vine Street Suite 204Los AngelesCA90038N/APCGeneral Purpose$2,500
The Lilly Library
1200 East Seventh StreetBloomingtonIN474055500N/APCGeneral Purpose$25,000
The Morgan Library & Museum
225 Madison AvenueNew YorkNY100163405N/APCGeneral Purpose$100,000
The Museum of Fine Arts Houston
1001 BissonnetHoustonTX77005N/APCGeneral Purpose$207,505
The Wolfsonian-FIU
1001 Washington AvenueMiami BeachFL33139N/APCGeneral Purpose$11,500
University of South Carolina
University LibrariesColumbiaSC29208N/APCGeneral Purpose$17,500
USC School of Social Work
1149 S Hill Street Ste H575Los AngelesCA90015N/APCGeneral Purpose$10,000
Vista Del Mar
3200 Motor AvenueLos AngelesCA90034N/APCGeneral Purpose$10,000
Washington & Lee University
204 W Washington StreetLexingtonVA244502116N/APCGeneral Purpose$9,508
Weatherspoon Art Museum
P O Box 26170GreensboroNC274026170N/APCGeneral Purpose$6,500
Whitney Museum of American Art
945 Madison Avenue at 75th StreetNew YorkNY10021N/APCGeneral Purpose$15,000
Winterhur Museum
5105 Kennett PikeWilmingtonDE19735N/APCGeneral Purpose$8,681
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$639,944TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,349ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$167,609ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,747ExclusionAmt
FieldValueIRS element (for citing)
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$196,741ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME01$98
TAX REFUND01$10,350

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$419,894ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$419,894TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$34,352Amt
Disbursements Charitable Prps$34,352DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMORGAN STANLEY #114763BondNm
EOY Book Value$149,893EOYBookValueAmt
EOYFMV$164,491EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY #010447$408,002$677,252
MORGAN STANLEY #010450$1,453,578$2,104,824
MORGAN STANLEY #114282$382,261$244,354
MORGAN STANLEY #011015$520,172$531,424
MORGAN STANLEY #011091$1,622,672$1,582,249
MORGAN STANLEY #011267$1,794,475$2,128,084
MORGAN STANLEY #114763$183,666$143,752
MORGAN STANLEY #014301$1,382,759$1,488,761

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$852,344USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$871,368USGovtObligationsEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK VERSE TAX COST IN PRIOR YEARSDesc
Amt$1,343Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,200$2,200
BANK CHARGES$202
OFFICE SUPPLIES$631

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Other Investment Income$4,747$4,747
Other Income$98
Tax Refund$10,350

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
REINVESTMENT$126,820
RETURN OF CAPITAL$266

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$92,354Amt
Net Investment Income$92,354NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$7,394$7,394
ATTORNEY GENERAL'S$75
FEDERAL EXCISE TAXES$11,763
FRANCHISE TAX BOARD$10

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.