POLLOCK-KRASNER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- POLLOCK-KRASNER FOUNDATION INC (EIN 13-3255693)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201501339349102670
- Schema version
- 2013v4.0
- 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 | 2015-05-13T15:16:23-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11553 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100750342 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES C BERGMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2125175400 | PhoneNum |
| Signature | 2015-05-12 | 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 | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,436,356 | 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 | $840,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $840,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,554,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,673,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,485,337 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $196,251 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $122,816 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,591,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,448,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $567,547 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $207,429 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $360,118 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $294,117 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $294,117 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $543,701 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $128,108 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $415,593 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,929 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,465 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,464 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,945 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,459 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,486 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $282,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $246,407 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,254 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,066 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $41,317 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $75,718 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $117,174 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,717 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $105,457 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $117,089 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $117,089 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $12,550 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $12,550 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $424,360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $323,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,589,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $965,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,501,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,159,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,159,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,748,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $965,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,660,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,842,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,482,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,953,884 | CashBOYAmt |
| Cash EOY | $2,475,450 | CashEOYAmt |
| Cash EOYFMV | $2,475,450 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $617,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,082,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,082,775 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $66,321 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $66,321 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $66,321 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $26,285,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,501,781 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,813,549 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,587,296 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,443,263 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,940,481 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,076,804 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,520,051 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,632,471 | LandBOYAmt |
| Land EOY | $1,556,753 | LandEOYAmt |
| Land EOYFMV | $4,421,262 | LandEOYFMVAmt |
| Other Assets BOY | $5,710,648 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,018,799 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,636,518 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,853,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,145,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,436,356 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $114,533 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $117,480 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $114,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $117,480 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $46,739,335 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,027,662 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,739,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,027,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,853,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,145,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,739,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,842,128 | ExcessRevenueOverExpensesAmt |
| Other Increases | $446,199 | OtherIncreasesAmt |
| Subtotal | $49,027,662 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,027,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| THROUGH COOKE AND BIELER-SHORT TERM | P | $322,174 | $254,868 | $67,306 | $67,306 | |
| THROUGH COOKE AND BIELER-LONG TERM | P | $1,739,200 | $1,167,025 | $572,175 | $572,175 | |
| THROUGH EARNEST PARTNERS-SHORT TERM | P | $108,201 | $65,734 | $42,467 | $42,467 | |
| THROUGH EARNEST PARTNERS-LONG TERM | P | $528,725 | $351,466 | $177,259 | $177,259 | |
| THROUGH WESTFIELD CAPITAL-SHORT TERM | P | $3,043,228 | $2,782,639 | $260,589 | $260,589 | |
| THROUGH WESTFIELD CAPITAL-LONG TERM | P | $2,432,146 | $1,563,488 | $868,658 | $868,658 | |
| THROUGH WCM CAPITAL-SHORT TERM | P | $153,263 | $153,716 | -$453 | -$453 | |
| SALE OF ARTWORK | D | $3,945,000 | $1,310,000 | $2,635,000 | $2,635,000 | 2014-06-30 |
| THROUGH GOLDENTREE PARTNERS-1256 GAINS | P | -$242 | -$242 | |||
| THROUGH GOLDENTREE PARTNERS-SHORT TERM | P | $122,539 | $122,539 | |||
| THROUGH GOLDENTREE PARTNERS-LONG TERM | P | $9,928 | $9,928 | |||
| THROUGH GOLDENTREE PARTNERS-1231 LOSS | P | -$5,249 | -$5,249 | |||
| 109589.04 LM BW GLOBAL OPP BOND FD | P | $1,200,000 | $1,232,877 | -$32,877 | -$32,877 | |
| 40750 THORNBURG INTL VALUE CL I | P | $1,280,365 | $1,000,791 | $279,574 | $279,574 | |
| PIMCO TOTAL RETURN FUND | P | $2,200,000 | $2,137,106 | $62,894 | $62,894 | |
| WHV INTL EQUITY FD CL I | P | $13,446 | $10,187 | $3,259 | $3,259 | |
| WHV INTL EQUITY FD CL I | P | $1,696,093 | $1,285,048 | $411,045 | $411,045 | |
| CAPITAL GAINS DIVIDENDS | P | $11,465 | $11,465 | $11,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,485,337 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,883,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,380,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,420,920 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $51,891,120 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065925 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,257,748 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $54,154,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060156 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,327,243 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,856,012 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064163 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,426,608 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $50,613,376 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067702 | DistributionYr5Rt |
| Total Distribution | 0.326833 | TotalDistributionRt |
| Average Distribution | 0.065367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,773,063 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,234,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $54,826 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,288,847 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,660,676 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $109,652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $109,652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $109,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,558 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $48,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $150,558 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $235 | EsPenaltyAmt |
| Overpayment | $40,671 | OverpaymentAmt |
| Applied To ES Tax | $40,671 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100750342 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $240,027 | $52,000 | $0 |
| SAMUEL SACHS | ||||||||
| 169 STONE HILL ROAD | BEDFORD | NY | 10506 | PRESIDENT | 20.00 | $131,084 | $0 | $0 |
| KERRIE BUITRAGO | ||||||||
| 65 MONTAGUE STREET | BROOKLYN | NY | 11201 | EXECUTIVE V.P. | 40.00 | $196,436 | $52,000 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $94,737 | $4,737 | $0 |
| BETH COCHEMS-BUDRIS | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | GRANTS MANAGER | 40.00 | $78,495 | $3,925 | $0 |
| GLYNNIS DOLBEE | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | PROGRAM/ADMIN | 40.00 | $52,563 | $2,628 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTFILED CAPITAL MANAGEMENT | |||||
| ONE FINANCIAL CENTER 23RD FL | BOSTON | MA | 02111 | INVESTMENT ADVISORY | $67,810 |
| EARNEST PARTNERS LLC | |||||
| 1180 PEACHTREE STREET NE SUITE 2300 | ATLANTA | GA | 30309 | INVESTMENT ADVISORY | $54,340 |
| 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 | $48,234,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,559,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,964,794 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,759,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,759,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $986,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,773,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,238,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,238,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109,652 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,682 | IncomeTaxAmt |
| Total Tax | $122,334 | TotalTaxAmt |
| Distributable Before Adj | $3,116,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,116,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,116,319 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,660,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,660,676 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,660,676 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,116,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,435,073 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,265,558 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,257,748 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,444,101 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,138,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,541,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,660,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,116,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $544,357 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,085,520 | 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 | $3,435,073 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,650,447 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,265,558 | ExcessFromYear4Amt |
| Excess From Year3 | $3,257,748 | ExcessFromYear3Amt |
| Excess From Year2 | $3,444,101 | ExcessFromYear2Amt |
| Excess From Year1 | $1,138,683 | ExcessFromYear1Amt |
| Excess From Current Year | $544,357 | 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 | AddressLine1 |
| Address Line2 | AVENUE | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100750342 | ZIPCode |
| 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 (131 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Address Line2RecipientForeignAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAMS MAC | ||||||||||||
| 18 LLEWELLYN ROAD | MONTCLAIR | NJ | 07042 | NONE | N/A | GENERAL | $16,000 | |||||
| ADIBI ELISE | ||||||||||||
| 83 BRATTLE ST 602 | CAMBRIDGE | MA | 02138 | NONE | N/A | GENERAL | $7,000 | |||||
| ADILI GOLNAR | ||||||||||||
| 970 KENT AVE APT 405 | BROOKLYN | NY | 11205 | NONE | N/A | GENERAL | $22,000 | |||||
| ARENDS STUART | ||||||||||||
| PO BOX 84 | WILLARD | NM | 87063 | NONE | N/A | GENERAL | $7,000 | |||||
| ATTIE SCOTT (SHIMON) | ||||||||||||
| 242 E 7TH ST 3 | NEW YORK | NY | 10009 | NONE | N/A | GENERAL | $30,000 | |||||
| AYLON HELENE | ||||||||||||
| 55 BETHUNE STREET 808A | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $15,000 | |||||
| CIARROCCHI RAY | ||||||||||||
| 463 WEST STREET APT D1004 | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $20,000 | |||||
| VERMONT STUDIO CENTER | ||||||||||||
| 80 PEARL ST | JOHNSON CITY | VT | 05656 | NONE | 501(C)(3) | GENERAL | $32,000 | |||||
| CLARK JAMES O | ||||||||||||
| PO BOX 507 WILLIAMSBURG STATION | BROOKLYN | NY | 11211 | NONE | N/A | GENERAL | $26,000 | |||||
| CRAIG NATALIE | ||||||||||||
| 825 9TH ST APT A | ARCATA | CA | 95521 | NONE | N/A | GENERAL | $7,000 | |||||
| CRUZ-AZACATE LUIS | ||||||||||||
| 4100 PRYTANIA STREET | NEW ORLEANS | LA | 70115 | NONE | N/A | GENERAL | $12,000 | |||||
| EUBANK DANIELLE | ||||||||||||
| 10036 LEONA STREET | TUJUNGA | CA | 91042 | NONE | N/A | GENERAL | $23,000 | |||||
| FASSLER LARISSA | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | GUBENER STR 40 | BERLIN | GM | 10423 | |||||
| FEKER MILOSLAV | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | BEZMEROV 115 | KROMERIZ | EZ | 76701 | |||||
| FERRER CAROLINA | ||||||||||||
| NONE | N/A | GENERAL | $25,000 | C/O PLAZA NARARROS2PTA2 | VALENCIA | SP | 46003 | |||||
| FINE JANE | ||||||||||||
| 179 GRAND STREET | BROOKLYN | NY | 11211 | NONE | N/A | GENERAL | $18,000 | |||||
| FLEMING DEAN | ||||||||||||
| PO BOX 221 | GARDNER | CO | 81040 | NONE | N/A | GENERAL | $20,000 | |||||
| INTERNATIONAL FOUNDATION FOR ART RESEARCH | ||||||||||||
| 500 FIFTH AVENUE STE 935 | NEW YORK | NY | 10100 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| FYFE JOE | ||||||||||||
| 342 FLUSHING AVENUE | BROOKLYN | NY | 11205 | NONE | N/A | GENERAL | $20,000 | |||||
| GARAN'ANGA STEPHEN | ||||||||||||
| NONE | N/A | GENERAL | $12,000 | 14220 LEGGATE AVENUE | GUNHILL HARARE | ZI | 111111 | |||||
| GRIDER LOGAN | ||||||||||||
| 5 CRUM LEDGE LANE | SWARTHMORE | PA | 19081 | NONE | N/A | GENERAL | $20,000 | |||||
| GUPTA VANITA | ||||||||||||
| NONE | N/A | GENERAL | $10,000 | B2/71 MAHINDRA GARDENS | MUMBAI | IN | 400062 | |||||
| GUTZEIT FRED | ||||||||||||
| 264 BOWERY 2ND FL | NEW YORK | NY | 10012 | NONE | N/A | GENERAL | $25,000 | |||||
| HACHMEISTER GRIT | ||||||||||||
| NONE | N/A | GENERAL | $10,000 | PANKOWER ALLEE 94 | BERLIN | GM | 13409 | |||||
| STONYBROOK FOUNDATION (PKF HOUSE & STUDY CENTER) | ||||||||||||
| 101 NICHOLLS ROAD | STONY BROOK | NY | 11794 | NONE | 501(C)(3) | GENERAL | $200,000 | |||||
| HATTON JULIAN | ||||||||||||
| 489 BROMME ST 3W | NEW YORK | NY | 10013 | NONE | N/A | GENERAL | $12,000 | |||||
| HEDE DEBORAH | ||||||||||||
| 2421 ARIZONA AVENUE | SANTA MONICA | CA | 90404 | NONE | N/A | GENERAL | $12,000 | |||||
| HERSHMAN LYNN | ||||||||||||
| 1201 CALIFORNIA ST 302 | SAN FRANCISCO | CA | 94109 | NONE | N/A | GENERAL | $7,000 | |||||
| HIPKISS CHRIS MASON | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | LA MENINE | PANJAS | FR | 32110 | |||||
| HOCH AMY | ||||||||||||
| NONE | N/A | GENERAL | $25,000 | VIA DEMARCHI 29 | BOLOGNA | IT | 40123 | |||||
| RAMIREZ ANGELA | ||||||||||||
| NONE | N/A | GENERAL | $26,000 | AMAPOLAS 3874 DEPTO 202 PROVIDENCIA | SANTIAGO | CI | 7510888 | |||||
| WOODSTOCK BYRDCLIFFE GUILD | ||||||||||||
| 34 TINKER STREET | WOODSTOCK | NY | 12498 | NONE | 501(C)(3) | GENERAL | $20,000 | |||||
| AGUILAR BALSELLS MARIA | ||||||||||||
| NONE | N/A | GENERAL | $15,000 | 3 AV 7-31Z10 CIUDAD VIEJA | GUATEMALA | GT | 101010 | |||||
| BARIS STEVEN | ||||||||||||
| 738 LAWSON AVE | HAVERTOWN | PA | 19083 | NONE | N/A | GENERAL | $15,000 | |||||
| BARNES JOE | ||||||||||||
| 799 GREENWICH STREET 3N | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $25,000 | |||||
| BAUER ROBERT | ||||||||||||
| 213 DOYLE AVE | PROVIDENCE | RI | 02906 | NONE | N/A | GENERAL | $9,000 | |||||
| BECK MICHAEL | ||||||||||||
| 868 MILTON STREET | OAKLAND | CA | 94607 | NONE | N/A | GENERAL | $25,000 | |||||
| BEERMAN JOHN | ||||||||||||
| 113 SOUTH WAKE STREET | HILLSBOROUGH | NC | 27278 | NONE | N/A | GENERAL | $10,000 | |||||
| BEN-HAIM ZIGI (AMNIN) | ||||||||||||
| 94 MERCER STREET 5 | NEW YORK | NY | 10012 | NONE | N/A | GENERAL | $15,000 | |||||
| BHUTA HEMALI | ||||||||||||
| NONE | N/A | GENERAL | $18,000 | 301 PLOT94 SAMEERA H6TH CROSS | E MUMBAI | IN | 400066 | |||||
| BLACKWELL JOSH | ||||||||||||
| PO BOX 30963 | NEW YORK | NY | 10011 | NONE | N/A | GENERAL | $8,000 | |||||
| BLYTT ARE | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | BRAGEVEIEN 2 D | OSLO | NO | 0452 | |||||
| BONACCI STEFANO | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | VIA DEL CANTONE 7 | PERUGIA | IT | 06128 | |||||
| BRACKETT MATT | ||||||||||||
| 251 WACHUSETT STREET | JAMAICA PLAIN | MA | 02130 | NONE | N/A | GENERAL | $25,000 | |||||
| BRADLEY-SHOUP MARK | ||||||||||||
| 6437 RIDGE LAKE RD | HIXSON | TN | 37343 | NONE | N/A | GENERAL | $7,000 | |||||
| BRANSBY ERIC | ||||||||||||
| 9080 S HWY 115 | COLORADO SPRINGS | CO | 80926 | NONE | N/A | GENERAL | $25,000 | |||||
| BRAUN JUDITH | ||||||||||||
| 6 RIVINGTON ST APT 1 | NEW YORK | NY | 10002 | NONE | N/A | GENERAL | $21,000 | |||||
| BUEIDE VIRGINIA RANDOLPH | ||||||||||||
| 8078 PENNSYLVANIA ROAD | BLOOMINGTON | MN | 55438 | NONE | N/A | GENERAL | $15,000 | |||||
| THE BROOKLYN RAIL | ||||||||||||
| 95 COMMERCIAL STREET STE 2 | BROOKLYN | NY | 11222 | NONE | 501(C)(3) | GENERAL | $25,000 | |||||
| BUI PHONG | ||||||||||||
| 95 COMMERCIAL STREET STE 3 | BROOKLYN | NY | 11222 | NONE | N/A | GENERAL | $10,000 | |||||
| CHAKRABORTY PARAMITA | ||||||||||||
| NONE | N/A | GENERAL | $7,000 | NF 1/4 INDIAN INST OF MGT | KOLKATA | IN | 700104 | |||||
| CHILINDRON MARTA | ||||||||||||
| 143 BENNETT AVE 3J | NEW YORK | NY | 10040 | NONE | N/A | GENERAL | $10,000 | |||||
| CHO MI YOUNG | ||||||||||||
| NONE | N/A | GENERAL | $17,000 | 1401 504 GEOYEO APT5 DANJI | SEOUL | KS | 138905 | |||||
| COLOMBET VICKY | ||||||||||||
| 315 WESR 102ND STREET 5B | NEW YORK | NY | 10025 | NONE | N/A | GENERAL | $25,000 | |||||
| COUSINS SCOTT | ||||||||||||
| 554 WEST 53ST APT 5D | NEW YORK | NY | 11019 | NONE | N/A | GENERAL | $9,000 | |||||
| DE LA JARA JAIME | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | MARQUES DE LOZOYA 19 12B | MADRID | SP | 28007 | |||||
| DEFIBAUGH ELAINE | ||||||||||||
| 30 WINBOURNE RD | ROCHESTER | NY | 14611 | NONE | N/A | GENERAL | $5,000 | |||||
| CREATIVE GROWTH | ||||||||||||
| 355 24TH ST | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENERAL | $15,000 | |||||
| DOIZ MIREN | ||||||||||||
| NONE | N/A | GENERAL | $25,000 | 29 RIBERA DE CURTIDORES 3B | MADRID | SP | 28007 | |||||
| FISCHER RM | ||||||||||||
| 450 BROADWAY 3RD FL | NEW YORK | NY | 10013 | NONE | N/A | GENERAL | $30,000 | |||||
| GARCIA FERNANDO | ||||||||||||
| NONE | N/A | GENERAL | $16,000 | PASSE SANTA MARIA DE LA CABEZA 65 | MADRID | SP | 28045 | |||||
| GAYLORD JIM | ||||||||||||
| 211 LAFAYETTE AVE APT 6 | BROOKLYN | NY | 11238 | NONE | N/A | GENERAL | $8,000 | |||||
| GECHTOFF SONIA | ||||||||||||
| 55 BETHUNE STREET | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $25,000 | |||||
| GIANNAKOS CRISTOS | ||||||||||||
| 93 MERCER STREET APT 4E | NEW YORK | NY | 10012 | NONE | N/A | GENERAL | $10,000 | |||||
| GOLDBERG COLIN | ||||||||||||
| 404 6TH STREET | GREENPORT | NY | 11944 | NONE | N/A | GENERAL | $16,000 | |||||
| HORNER CATHY | ||||||||||||
| 139 BRADLEY ROAD | JOHNSON CITY | TN | 37601 | NONE | N/A | GENERAL | $18,000 | |||||
| CHARLOTTE STREET FOUNDATION | ||||||||||||
| 1000 W 25TH ST | KANSAS CITY | MO | 64108 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| HUMENYUK HANNA | ||||||||||||
| NONE | N/A | GENERAL | $20,000 | SELENASTR 85 APP 9 | LVIV | UP | 79017 | |||||
| JACOBS PATRICK | ||||||||||||
| 75 OCEAN AVE APT 2G | BROOKLYN | NY | 11225 | NONE | N/A | GENERAL | $7,000 | |||||
| NATIONAL CENTER FOR CREATIVE AGING | ||||||||||||
| 4125 ALBEMARLE STREET NW | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | GENERAL | $15,000 | |||||
| JUDD TOM | ||||||||||||
| 403 WEST PRICE STREET | PHILADELPHIA | PA | 19144 | NONE | N/A | GENERAL | $10,000 | |||||
| KANITWARANUN SUPARIRK | ||||||||||||
| NONE | N/A | GENERAL | $13,000 | 79-117 PETCHKASEM 81/6 ROAD NONG | BANGKOK | TH | 10160 | KHAEM | ||||
| THE JEWISH MUSEUM | ||||||||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| KRAMER HARRY | ||||||||||||
| 32 VALLEY ROAD | LAKEVILLE | CT | 06039 | NONE | N/A | GENERAL | $15,000 | |||||
| LADD STEVEN & WILLIAM | ||||||||||||
| 526W 26TH STREET STE 1004 | NEW YORK | NY | 10001 | NONE | N/A | GENERAL | $20,000 | |||||
| LA FOLLETTE CURTIS | ||||||||||||
| 570 WILLEY DISTRICT ROAD | CHERRYFIELD | ME | 04622 | NONE | N/A | GENERAL | $15,000 | |||||
| LA FORGE SCOOTER (JAMES) | ||||||||||||
| 311 E THIRD STREET 26 | NEW YORK | NY | 10009 | NONE | N/A | GENERAL | $5,000 | |||||
| LANDFRIED LINDSEY | ||||||||||||
| 307A WHITE DRIVE | STARKVILLE | MS | 39759 | NONE | N/A | GENERAL | $14,000 | |||||
| LARSEN LIV METTE | ||||||||||||
| NONE | N/A | GENERAL | $15,000 | ORRELEIKEN 30 | BORGEN | NO | 1380 | |||||
| LERIN SILVIA | ||||||||||||
| NONE | N/A | GENERAL | $18,000 | CALLE MINISTRO LUIS MAYANS NUMERO | VALENCIA | SP | 460009 | 43 PTA 10 | ||||
| LOCKE STEVE | ||||||||||||
| 1391 HYDE PARK AVENUE STUDIO B | BOSTON | MA | 02136 | NONE | N/A | GENERAL | $10,000 | |||||
| MADDEN MAGGIE | ||||||||||||
| NONE | N/A | GENERAL | $9,000 | APT 82 BELLEVUE ISLANDSBRIDGE | DUBLIN | EI | 8 | |||||
| MAI YAMASHITANAOTO KOBAYASHI | ||||||||||||
| NONE | N/A | GENERAL | $24,000 | 1-8-15-430 ANAGAWA INAGEKU | CHIBA | JA | 2630024 | |||||
| MALONE PETER | ||||||||||||
| 90 BRYANT AVE- APT 6AD | WHITE PLAINS | NY | 10605 | NONE | N/A | GENERAL | $12,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 665 BROADWAY 11TH FLOOR | NEW YORK | NY | 10012 | NONE | 501(C)(3) | GENERAL | $2,000 | |||||
| MARKS CHINA | ||||||||||||
| 5-38 47TH ROAD | LONG ISLAND CITY | NY | 11101 | NONE | N/A | GENERAL | $7,000 | |||||
| MC DOWELL TIMOTHY | ||||||||||||
| PO BOX 325 | WEST MYSTIC | CT | 06355 | NONE | N/A | GENERAL | $16,000 | |||||
| MC ELHENY JOSIAH | ||||||||||||
| 354 BALTIC STREET 4R | BROOKLYN | NY | 11201 | NONE | N/A | GENERAL | $10,000 | |||||
| MC GILL CHARLES | ||||||||||||
| 906 SOUTH ST LOFT 2 | PEEKSKILL | NY | 10566 | NONE | N/A | GENERAL | $10,000 | |||||
| MIDDLEBROOK JASON | ||||||||||||
| 445 OLD ROUTE 82 | CRARYVILLE | NY | 12521 | NONE | N/A | GENERAL | $30,000 | |||||
| MILANOWSKI TOMASZ | ||||||||||||
| NONE | N/A | GENERAL | $17,000 | DBROWSKIEGO 71B/6 | WARSAW | PL | 02586 | |||||
| MILLER TRACY | ||||||||||||
| 407 GREENWOOD AVENUE | BROOKLYN | NY | 11218 | NONE | N/A | GENERAL | $8,000 | |||||
| LOWER MANHATTAN CULTURAL COUNCIL | ||||||||||||
| 125 MAIDEN LN 2 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| MILLMAN TOBY | ||||||||||||
| 12038 KLINGER STREET 2ND FL | NEW YORK | NY | 10013 | NONE | N/A | GENERAL | $15,000 | |||||
| MINICH ANNE | ||||||||||||
| 854 N 20TH ST | PHILADELPHIA | PA | 19130 | NONE | N/A | GENERAL | $7,000 | |||||
| MISS MARY | ||||||||||||
| 349 GREENWICH STREET 5 | NEW YORK | NY | 10013 | NONE | N/A | GENERAL | $20,000 | |||||
| MITRI ANTHONY | ||||||||||||
| PO BOX 532 | CHESTERLAND | OH | 44026 | NONE | N/A | GENERAL | $10,000 | |||||
| MOJICA CARLOS GOMEZ | ||||||||||||
| NONE | N/A | GENERAL | $21,000 | CALLE MICROS 2 COLONIA UNIDAD | MEXICO CITY | MX | 10100 | INDEPENDENCIA | ||||
| MORENO JUANMA | ||||||||||||
| NONE | N/A | GENERAL | $7,000 | CALLE ISABEL LA CATOLICA 6 3D | ALCALA LA REAL | SP | 23680 | |||||
| MUHSAM ARMIN | ||||||||||||
| 906 WEST SECOND STREET | MARYVILLE | MO | 64468 | NONE | N/A | GENERAL | $10,000 | |||||
| O'BEIL HEDY (AKA HENRIETTA LIEBOWITZ) | ||||||||||||
| 463 WEST STREET APT 1103A | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $26,000 | |||||
| UNIVERSITY OF IOWA MUSEUM OF ART | ||||||||||||
| 1375 HWY 1 | IOWA CITY | IA | 52246 | NONE | 501(C)(3) | GENERAL | $15,000 | |||||
| OLIVIER KARYN | ||||||||||||
| 431 WEST STAFFORD ST | PHILADELPHIA | PA | 19144 | NONE | N/A | GENERAL | $10,000 | |||||
| PAPE SKY | ||||||||||||
| 680 W 204ST 4B | NEW YORK | NY | 10034 | NONE | N/A | GENERAL | $10,000 | |||||
| PEDERSON-KRAG GILLIAN | ||||||||||||
| 726 HANOVER STREET | SANTA CRUZ | CA | 95062 | NONE | N/A | GENERAL | $8,000 | |||||
| PFARR THERESA | ||||||||||||
| 9212 TAMARRON DRIVE | PLAINSBORO | NJ | 08536 | NONE | N/A | GENERAL | $8,000 | |||||
| PERRONE MARIA SERENA | ||||||||||||
| 1324 LOCUST ST 1401 | PHILADELPHIA | PA | 19107 | NONE | N/A | GENERAL | $7,000 | |||||
| RAPSON SARAH | ||||||||||||
| NONE | N/A | GENERAL | $15,000 | 1 LILY TERRACE BRIDPORT | DORSET | UK | DT63RF | |||||
| REGINATO PETER | ||||||||||||
| 60 GREEN STREET | NEW YORK | NY | 10012 | NONE | N/A | GENERAL | $10,000 | |||||
| REINA DOUG | ||||||||||||
| 28 MILLS ROAD | STONY BROOK | NY | 11790 | NONE | N/A | GENERAL | $10,000 | |||||
| NEW YORK FOUNDATION FOR THE ARTS | ||||||||||||
| 20 JAY STREET | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL | $20,000 | |||||
| SABA RICHARD | ||||||||||||
| PO BOX 451 | CHERRY VALLEY | NY | 11320 | NONE | N/A | GENERAL | $10,000 | |||||
| SADE SHULI | ||||||||||||
| 55 WEST 14TH STREET APT 14F | NEW YORK | NY | 10011 | NONE | N/A | GENERAL | $8,000 | |||||
| SAN MARTIN CAROLINA ALEJANDRA | ||||||||||||
| NONE | N/A | GENERAL | $18,000 | SOLER 3531 APT 6 CIUDAD AUTONOMA DE | BUENOS AIRES | AR | 1425 | |||||
| ALLUPINIT CO SANCHEZ | ||||||||||||
| 579 HUDSON STREET 3F | NEW YORK | NY | 10014 | NONE | 501(C)(3) | GENERAL | $30,000 | |||||
| SHER DAVID | ||||||||||||
| 155 RIDGE STREET 4J | NEW YORK | NY | 10002 | NONE | N/A | GENERAL | $20,000 | |||||
| SCOTT DREAD (TYLER) | ||||||||||||
| 179 WASHINGTON PK 3 | BROOKLYN | NY | 11205 | NONE | N/A | GENERAL | $10,000 | |||||
| SELL ANDREAS | ||||||||||||
| NONE | N/A | GENERAL | $10,000 | AUGUSTSTR 10 | BERLIN | GM | 10117 | |||||
| SHAPIRO-OBERMAIR EKATERINA | ||||||||||||
| NONE | N/A | GENERAL | $15,000 | GROSSE SPERGASSE 12/5 | VIENNA | AU | A-1020 | |||||
| ARTSTOR | ||||||||||||
| 120 FIFTH AVE 5TH FL | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| STANLEY M LOUISE | ||||||||||||
| 1420 45TH STREET 29 | EMERVILLE | CA | 94608 | NONE | N/A | GENERAL | $13,000 | |||||
| STEVENSON MICHAEL | ||||||||||||
| PO BOX 5437 | TOWSON | MD | 21285 | NONE | N/A | GENERAL | $10,000 | |||||
| SYED SHAAN | ||||||||||||
| NONE | N/A | GENERAL | $16,000 | FLAT6 LORD CLYDE APTS 175 CAPWORTH | LONDON | UK | E105AR | ST | ||||
| THOMAS CHERYL ANN | ||||||||||||
| 1891 GOODYEAR AVE STE 617 | VENTURA | CA | 93003 | NONE | N/A | GENERAL | $17,000 | |||||
| VEVERS TABITHA | ||||||||||||
| PO BOX 201 | WELLFLEET | MA | 02667 | NONE | N/A | GENERAL | $10,000 | |||||
| ASPEN INSTITUTE | ||||||||||||
| 477 MADISON AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL | $10,000 | |||||
| WALKINGSTICK KAY | ||||||||||||
| 34-28 80TH STREET 22 | JACKSON HEIGHTS | NY | 11372 | NONE | N/A | GENERAL | $10,000 | |||||
| WILLIAMS BOYD DAWN | ||||||||||||
| 175 LE CONTE HWY SW | ATLANTA | GA | 30331 | NONE | N/A | GENERAL | $8,000 | |||||
| WRIGHT MIKE | ||||||||||||
| 11 STANDISH WAY UNIT 2 | PROVINCETOWN | MA | 02657 | NONE | N/A | GENERAL | $15,000 | |||||
| MAC DOWELL COLONY | ||||||||||||
| 100 HIGH STREET | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) | GENERAL | $15,000 | |||||
| ZAHAYKEVICH TAMARA | ||||||||||||
| 9281 SHORE ROAD 620 | BROOKLYN | NY | 11209 | NONE | N/A | GENERAL | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,159,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAUER ROBERT | |||||||
| 213 DOYLE AVE | PROVIDENCE | RI | 02906 | NONE | N/A | GENERAL | $9,000 |
| BEERMAN JOHN | |||||||
| 113 SOUTH WAKE STREET | HILLSBOROUGH | NC | 27278 | NONE | N/A | GENERAL | $10,000 |
| BLACKWELL JOSH | |||||||
| PO BOX 30963 | NEW YORK | NY | 10011 | NONE | N/A | GENERAL | $7,000 |
| GAYLORD JIM | |||||||
| 211 LAFAYETTE AVE APT 6 | BROOKLYN | NY | 11238 | NONE | N/A | GENERAL | $7,000 |
| JUDD TOM | |||||||
| 403 WEST PRICE STREET | PHILADELPHIA | PA | 19144 | NONE | N/A | GENERAL | $10,000 |
| MILLER TRACY | |||||||
| 407 GREENWOOD AVENUE | BROOKLYN | NY | 11218 | NONE | N/A | GENERAL | $7,000 |
| MUHSAM ARMIN | |||||||
| 906 WEST SECOND STREET | MARYVILLE | MO | 64468 | NONE | N/A | GENERAL | $10,000 |
| PEDERSON-KRAG GILLIAN | |||||||
| 726 HANOVER STREET | SANTA CRUZ | CA | 95062 | NONE | N/A | GENERAL | $7,000 |
| REGINATO PETER | |||||||
| 60 GREEN STREET | NEW YORK | NY | 10012 | NONE | N/A | GENERAL | $10,000 |
| SADE SHULI | |||||||
| 55 WEST 14TH STREET APT 14F | NEW YORK | NY | 10011 | NONE | N/A | GENERAL | $7,000 |
| SCOTT DREAD (TYLER) | |||||||
| 179 WASHINGTON PK 3 | BROOKLYN | NY | 11205 | NONE | N/A | GENERAL | $10,000 |
| STANLEY M LOUISE | |||||||
| 1420 45TH STREET 29 | EMERVILLE | CA | 94608 | NONE | N/A | GENERAL | $12,000 |
| WILLIAMS BOYD DAWN | |||||||
| 175 LE CONTE HWY SW | ATLANTA | GA | 30331 | NONE | N/A | GENERAL | $7,000 |
| ZAHAYKEVICH TAMARA | |||||||
| 9281 SHORE ROAD 620 | BROOKLYN | NY | 11209 | NONE | N/A | GENERAL | $10,000 |
| ATTIE SCOTT (SHIMON) | |||||||
| 242 E 7TH ST 3 | NEW YORK | NY | 10019 | NONE | N/A | GENERAL | $15,000 |
| AYLON HELENE | |||||||
| 55 BETHUNE STREET 808A | NEW YORK | NY | 10014 | NONE | N/A | GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $153,000 | 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 | $840,214 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,554,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,591,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,591,010 | 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 | $21,945 | Amt |
| Net Investment Income | $16,459 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,486 | 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 | $902,751 | 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 | $72,511 | 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 | $8,982 | SL | 39.000000000000 | $1,767 | $0 |
| OFFICE EQUIPMENT | 2009-06-30 | $4,533 | $3,628 | SL | 5.000000000000 | $905 | $0 |
| PHONE SYSTEM | 2010-11-10 | $12,025 | $6,413 | SL | 5.000000000000 | $2,405 | $0 |
| OFFICE EQUIPMENT | 2011-12-31 | $10,927 | $3,278 | SL | 5.000000000000 | $2,185 | $0 |
| SOFTWARE | 2011-12-31 | $7,820 | $3,910 | SL | 3.000000000000 | $2,607 | $0 |
| COMPUTER EQUIPMENT | 2012-08-31 | $14,591 | $2,432 | 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 | $439,288 | $458,030 |
| EQUITIES AT WESTFIELD MANAGEMENT | $6,350,417 | $8,060,556 |
| EQUITIES AT COOKE & BIELER, L.P. | $5,848,421 | $7,861,085 |
| EQUITIES AT EARNEST PARTNERS, LLC | $4,043,969 | $6,406,568 |
| WHV INTERNATIONAL EQUITY FUND CLASS I | $0 | $0 |
| THORNBURG INTERNATIONAL VALUE CL I | $2,359,201 | $2,974,128 |
| TITAN MASTERS | $4,505,271 | $5,814,938 |
| LEGG MASON BW GLOBAL OPP FUND CL IS | $2,027,305 | $2,075,590 |
| WCM INTL FOCUSED GROWTH | $2,927,909 | $3,162,654 |
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 | $6,443,263 | $6,909,772 |
| IRONWOOD INTERNATIONAL LTD | AT COST | $5,000,000 | $6,030,709 |
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 | $960,993 | $1,368,680 |
| 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 | $77,200 | $110,353 |
| 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 | $10,749 | $58,160 |
| OFFICE EQUIPMENT | $4,533 | $4,533 | $0 |
| PHONE SYSTEM | $12,025 | $8,818 | $3,207 |
| OFFICE EQUIPMENT | $10,927 | $5,463 | $5,464 |
| SOFTWARE | $7,820 | $6,517 | $1,303 |
| COMPUTER EQUIPMENT | $14,591 | $5,350 | $9,241 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CARTER LEDYARD & MILBURN LLP | CategoryTxt |
| Legal Fees | $24,929 | LegalFeesAmt |
| Net Investment Income | $12,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,464 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $4,158,806 | $3,824,806 | $13,442,525 |
| SECURITY DEPOSIT | $2,880 | $2,880 | $2,880 |
| DUE FROM HERITAGE | $180,962 | $107,113 | $107,113 |
| ARTWORK RECEIVABLE | $1,368,000 | $84,000 | $84,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $39,629 | $15,981 | $23,648 |
| OFFICE EXPENSE | $31,548 | $7,887 | $23,661 |
| TELEPHONE | $20,843 | $5,628 | $15,215 |
| COMMITTEE OF SELECTION | $18,359 | $0 | $18,359 |
| ARTWORK EXPENSE | $53,754 | $53,754 | $0 |
| STATE FILING FEES | $1,887 | $0 | $1,887 |
| POSTAGE | $2,805 | $701 | $2,104 |
| EQUIPMENT LEASING | $16,774 | $4,194 | $12,580 |
| COMPUTER EXPENSE | $5,036 | $1,259 | $3,777 |
| CUSTODY FEES | $19,919 | $19,919 | $0 |
| THROUGH PASSTHROUGH ENTITIES | $213,806 | $213,806 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $195,830 | $195,830 | $195,830 |
| UBTI INCOME INCLUDED ABOVE | -$73,435 | ||
| GOLDENTREE PARTNERS-PORTFOLIO | $421 | $421 | $421 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS FROM PASSTHROUGHS AND BOOK ADJUSTMENTS | Description |
| Amount | $446,199 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION | Desc |
| BOY Book Value | $114,533 | BOYBookValueAmt |
| EOY Book Value | $117,480 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EARNEST PARTNERS, LLC | $54,340 | $54,340 | $0 |
| COOKE & BEILER, L.P. | $41,295 | $41,295 | $0 |
| CYBER CITY INC | $31,952 | $12,142 | $19,810 |
| PRINCIPAL FINANCIAL-PENSION SERVICE | $9,500 | $3,135 | $6,365 |
| WESTFIELD CAPITAL | $67,810 | $67,810 | $0 |
| CONSULTING SERVICES GROUP/GAVION | $47,270 | $47,270 | $0 |
| WCM INTL | $14,237 | $14,237 | $0 |
| MICROEDGE INC | $16,257 | $6,178 | $10,079 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $45,000 | $0 | $0 |
| PAYROLL | $54,334 | $13,017 | $41,317 |
| FOREIGN TAX WITHHELD | $7,049 | $7,049 | $0 |
| NYS TAX ON UBTI | $1,708 | $0 | $0 |
Comments