THE JOSEF AND ANNI ALBERS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSEF AND ANNI ALBERS FOUNDATION INC (EIN 23-7104223)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202513199349100906
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2025-11-15T08:53:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061073221 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD L PERLROTH & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 STATE STREET C-1 | AddressLine1Txt |
| City | NORTH HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064732161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237104223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEF AND ANNI ALBERS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2033934089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 BEACON ROAD | AddressLine1Txt |
| City | BETHANY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065243074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS F WEBER | PersonNm |
| Person Title | EXEC. DIRECTOR | PersonTitleTxt |
| Phone | 2033934083 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D GORDON CPA | PreparerPersonNm |
| PTIN | P00168552 | PTIN |
| Phone | 2032810522 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $274,014,573 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,736 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $307,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $307,176 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $307,176 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,159,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,810,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,571,735 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $356,172 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $11,669 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $3,907 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $7,762 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $7,762 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $241,002 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $182,188 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $241,002 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,722,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,061,099 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $912,112 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $485,777 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,574 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $24,290 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $461,487 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,789,343 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $80,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $144,000 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,720,553 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $782,715 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $19,228 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $27,774 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $722,657 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $81,311 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $81,311 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,468 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $48,468 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $593,801 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,307 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $74,307 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $522,182 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,905 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,905 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $208,672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,331 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,645 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $171,837 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $143,360 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $141,520 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $416,237 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $406,986 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $186,805 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $184,591 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,012 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,012 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,124,499 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $83,161 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,049,884 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,869,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $501,697 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,378,873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,833,439 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,841,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,703,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $501,697 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,220,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,980,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,797,172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $410,415 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $282,711 | CashBOYAmt |
| Cash EOY | $1,643,330 | CashEOYAmt |
| Cash EOYFMV | $1,643,330 | CashEOYFMVAmt |
| Acct Rcvbl | $628,053 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,400,858 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $628,053 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $628,053 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $2,001 | InventoriesBOYAmt |
| Inventories EOY | $2,001 | InventoriesEOYAmt |
| Inventories EOYFMV | $2,001 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $100,584 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $81,766 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $81,766 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $15,838,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,246,231 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,246,231 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,118,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,724,825 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,381,402 | LandBOYAmt |
| Land EOY | $3,394,117 | LandEOYAmt |
| Land EOYFMV | $3,318,428 | LandEOYFMVAmt |
| Other Assets BOY | $10,861,574 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,236,792 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $258,094,764 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,867,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,232,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $274,014,573 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $612,753 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $686,059 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $930,000 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $372,633 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,542,753 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,058,692 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,316,228 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,158,312 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,600 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $15,286 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,324,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,173,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,867,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,232,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,324,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,980,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,840 | OtherIncreasesAmt |
| Subtotal | $26,345,915 | SubtotalAmt |
| Other Decreases | $172,317 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,173,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE - COVERED | P | $9,974,106 | $9,617,934 | $356,172 | $356,172 |
| JP MORGAN CHASE - COVERED | P | $7,665,999 | $6,450,436 | $1,215,563 | $1,215,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,571,735 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $356,172 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,981 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,088 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,388 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,407 | OverpaymentAmt |
| Applied To ES Tax | $1,407 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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.ALBERSFOUNDATION.ORG | 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 | 2033934089 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 BEACON ROAD | AddressLine1Txt |
| City | BETHANY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065243074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | FR | ForeignCountryCd |
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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS WEBER | ||||||||||||
| 108 BEACON ROAD | BETHANY | CT | 06524 | EXEC DIRECTOR | 40.00 | $485,777 | $106,896 | $0 | ||||
| CHARLOTTE FOX WEBER | ||||||||||||
| DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 | 44 WOODLAND RISE | LONDON | UK | N103UG | ||||
| RUPERT TAYLOR | ||||||||||||
| DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 | 1 CREIGHTON AVENUE | LONDON | UK | N101NX | ||||
| FABRICE HERGOTT | ||||||||||||
| DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 | 2 RUE VIDE-GOUSSET | PARIS | FR | 78002 | ||||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRENDA DANILOWITZ | ||||||||
| 435 OAK VIEW DRIVE | ORANGE | CT | 06477 | CHIEF CURATOR | 40.00 | $285,613 | $57,123 | $0 |
| ANNE SISCO | ||||||||
| 33 N NABBY RD | DANBURY | CT | 06811 | OFFICE MANAGER | 40.00 | $244,258 | $48,852 | $0 |
| ALLEGRA N ITSOGA | ||||||||
| 101 LONG MEADOW RD | BETHLEHEM | CT | 06751 | PROGRAM DIRECTOR | 40.00 | $238,418 | $47,684 | $0 |
| JEANETTE REDENSEK | ||||||||
| 33 HARDING AVE | BRANFORD | CT | 06405 | RESEARCHER | 40.00 | $211,975 | $42,395 | $0 |
| JOHN DOYLE | ||||||||
| 35 RAINBOW RD | BETHANY | CT | 06524 | GROUNDS DIRECTOR | 40.00 | $210,437 | $42,087 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|
| AMBRA MEDDA OFFICE LIMITED | ||||
| 81 ST AUGUSTINES RD | LONDON | UK | CONSULTANT | $395,116 |
| JOSH SLOCUM | ||||
| 80 SPRINGMOUNT | CORK | EI | ADMINISTRATOR | $188,518 |
| WILLEM VAN ROIJ | ||||
| RENHOEK 9 5595 GE LEENDE | NL | ADMINISTRATOR | $173,875 | |
| MATHIAS OCTAVIO PERSSON | ||||
| GRAAF VAN EGMONDSTRAAT 43 | ANTWERP | BE | ADMINISTRATOR | $104,000 |
| BERNARD CORFA | ||||
| 82 RUE PERRONET NEUILLY SUR SEINE | FR | ADMINISTRATOR | $60,297 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 1. CONSERVATION AND PRESERVATION OF ART AND ARCHIVAL MATERIALS: CONSERVATION, PRESERVATION AND SCHOLARLY RESEARCH AND STUDY OF ART, INCLUDING: WORKS ON GLASS BY THE LATE JOSEF ALBERS AS WELL AS OIL PAINTINGS, DRAWINGS, PHOTOGRAPHS, PHOTO-COLLAGES, AND PRINTS BY HIM; WEAVINGS, TEXTILE MATERIALS, DRAWINGS, AND PRINTS BY THE LATE ANNI ALBERS; AND WORKS BY JOSEF ALBERS'S COLLEAGUES AND STUDENTS. | Description1Txt |
| Expenses1 | $738,463 | Expenses1Amt |
| Description2 | 2. EXHIBITIONS: PREPARATION AND ORGANIZATION OF VARIOUS EXHIBITIONS OF ART BY JOSEF ALBERS AND ANNI ALBERS: (1) FOR THE EXHIBITION OF JOSEF AND ANNI ALBERS'S ART WITH THAT OF PAUL KLEE TO BE HELD AT DAVID ZWIRNER IN 2025; (2) FOR THE EXHIBITION OF ANNI ALBERS'S ART AT THE CENTRUM PAUL KLEE IN BERN TO OPEN IN 2026; (3) FOR THE EXHIBITION OF OF ART BY ANNI AND JOSEF ALBERS AT THE VILLA EMPAIN IN BRUSSELS IN 2024; (4) FOR LOANS OF ART FROM THE ALBERS FOUNDATION, AS WELL AS FROM PUBLIC INSTITUTIONS, TO VARIOUS EXHIBITIONS WORLDWIDE; (5) FOR THE EXHIBITION OF JOSEF ALBERS'S ART TO BE HELD AT THE VILLA PANZA IN VARESE, ITALY. | Description2Txt |
| Expenses2 | $2,165,924 | Expenses2Amt |
| Description3 | OTHER MATTERS: 1. CONTINUED EFFORTS CONCERNING FORGERIES OF PAINTINGS BY JOSEF ALBERS, REQUIRING COURT APPEARANCES AND CONTINUED LEGAL WORK IN DIFFERENT COUNTRIES WITH DIFFERENT LAWS; (2) RESEARCH AND NEGOTIATIONS CONCERNING THE ACQUISITION BY THE FOUNDATION OF MAJOR ART WORKS BY BOTH ANNI ALBERS AND JOSEF ALBERS ; (3) CONTINUED WORK BY OUR TEAM OF SCHOLARS ON THE CATALOGUE RAISONN OF JOSEF ALBERS'S ART TO BE PUBLISHED BY YALE UNIVERSITY PRESS; (4) RUNNING OF A MULTI-PURPOSE CULTURAL CENTER IN SENEGAL; (5) EDUCATIONAL OUTREACH IN RURAL VILLAGES IN THAT COUNTRY AND ELSEWHERE IN SUB-SAHARAN AFRICA; (6) DEVELOPMENT OF HOSPITAL BUILDINGS AND HEALTH CENTERS IN DAKAR AS WELL AS MORE RURAL REGIONS; (7) CONTINUED COLLABORA- TION WITH THE JOSEF ALBERS MUSEUM IN BOTTROP, GERMANY, (8) WORK ON UPDATING OUR VARIOUS WEBSITES; AND (9) TEACHING OF ANNI AND JOSEF ALBERS'S THEORIES ON THE MAKING OF ART. | Description3Txt |
| Expenses3 | $709,976 | Expenses3Amt |
| Description4 | MISCELLANEOUS ACTIVITIES: (1) SUPPORT OF THE TEACHING OF ART TO DISADVANTAGED CHILDREN AND OTHER AUDIENCES, INCLUDING THE FURTHERING OF "ALBERS FOR KIDS;" (2) MANAGEMENT OF A VISITING ARTIST PROGRAM IN OUR RESIDENTIAL STUDIOS IN CONNECTICUT, SENEGAL, AND IRELAND; (3) WORK ON A RANGE OF OTHER PUBLICATIONS; (4) FURTHER RESEARCH ON THE WORK OF ANNI AND JOSEF ALBERS FOR LECTURES IN THE US AND EUROPE; (5) CONTINUED SUPPORT OF ARTS-RELATED PROGRAMS FOR VARIOUS NON-PROFIT ORGANIZATIONS; (6) CONTINUED DIGITIZATION OF OUR COLLECTIONS CATALOGUE; (7) TEACHING OF ANNI AND JOSEF ALBERS'S THEORIES ON THE MAKING OF ART; (8) SUPPORT OF REGIONAL AND NATIONAL UNDERTAKINGS ON THE PART OF 501(C)(3) ORGANIZATIONS FURTHERING, THROUGH THEATER, MUSIC AND PAINTINGS; (9) WORK ON THE RE-EDITION OF OBJECTS BY ANNI AND JOSEF ALBERS; (10) OPERATING OF FARMAN, OUR MAIN GALLERY, AND TRUNK, OUR BUILDING THAT HOUSES JOSEF'S FURNITURE AND OTHER MATERIALS IN BETHANY, CT; (12) EXTENSIVE WORK RE TRADEMARKS AND COPYRIGHTS. | Description4Txt |
| Expenses4 | $3,692,962 | Expenses4Amt |
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 | $12,935,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $963,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,898,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,898,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,472 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,689,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $684,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,220,541 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $6,960 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,227,501 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-01-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $410,415 | CurrentYearAmt |
| Year1 | $146,331 | Year1Amt |
| Year2 | $143,126 | Year2Amt |
| Year3 | $522,981 | Year3Amt |
| Total | $1,222,853 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $348,853 | CurrentYearAmt |
| Year1 | $124,381 | Year1Amt |
| Year2 | $121,657 | Year2Amt |
| Year3 | $444,534 | Year3Amt |
| Total | $1,039,425 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,227,501 | CurrentYearAmt |
| Year1 | $8,822,504 | Year1Amt |
| Year2 | $19,001,104 | Year2Amt |
| Year3 | $7,978,352 | Year3Amt |
| Total | $45,029,461 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,833,455 | CurrentYearAmt |
| Year1 | $2,353,551 | Year1Amt |
| Year2 | $1,988,979 | Year2Amt |
| Year3 | $1,689,986 | Year3Amt |
| Total | $8,865,971 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,394,046 | CurrentYearAmt |
| Year1 | $6,468,953 | Year1Amt |
| Year2 | $17,012,125 | Year2Amt |
| Year3 | $6,288,366 | Year3Amt |
| Total | $36,163,490 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $456,323 | CurrentYearAmt |
| Year1 | $498,504 | Year1Amt |
| Year2 | $525,381 | Year2Amt |
| Year3 | $565,870 | Year3Amt |
| Total | $2,046,078 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LE KORSA INC | |||||||||||
| 88 BEACON ROAD | BETHANY | CT | 06524 | N/A | PC | GENERAL DONATION | $2,606,549 | ||||
| BELLEVUE LITERARY PRESS | |||||||||||
| 90 BROAD ST | NEW YORK | NY | 10004 | N/A | PC | GENERAL DONATION | $21,670 | ||||
| CAPE COD MODERN HOUSE TRUST | |||||||||||
| PO BOX 1191 | SOUTH WELLFLEET | MA | 02663 | N/A | PC | GENERAL DONATION | $1,030 | ||||
| CONNECTICUT PUBLIC BROADCASTING | |||||||||||
| 1049 ASYLUM ST | HARTFORD | CT | 06105 | N/A | PC | GENERAL DONATION | $5,000 | ||||
| EMERGE 125 | |||||||||||
| 8 W 126ST ST | NEW YORK | NY | 10027 | N/A | PC | GENERAL DONATION | $5,000 | ||||
| LITERARY AGENTS FOR CHANGE | |||||||||||
| 88 PINE ST | NEW YORK | NY | 10005 | N/A | PC | GENERAL DONATION | $590 | ||||
| LOOMIS CHAFFEE SCHOOL | |||||||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | N/A | PC | GENERAL DONATION FOR $40,000; GLASS ART SUPPLIES FOR $5,000; GLASS ART TEACHER FOR $5,000GENERAL DONATIONGENEAL DONATIONGENERAL DONATION | $27,500 | ||||
| OUTWARD BOUND USA | |||||||||||
| 1133 ROUTE 55 | LAGRANGEVILLE | NY | 12540 | N/A | PC | GENERAL DONATION | $5,000 | ||||
| PUBLICOLOR | |||||||||||
| 20 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | SCHOLARSHIPS | $50,000 | ||||
| REHEARSAL FOR LIFE | |||||||||||
| 655 CENTRE ST BOX300037 | JAMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL DONATION | $2,160 | ||||
| THE ASPEN INSTITUTE | |||||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL DONATION | $1,000 | ||||
| THE CLASSICAL THEATRE OF HARLEM | |||||||||||
| 8 W 126 ST 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | GENERAL DONATION | $50,000 | ||||
| WIKIPEDIA | |||||||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL DONATION | $10 | ||||
| WSHUSACRED HEART UNIVERSITY | |||||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL DONATION | $5,000 | ||||
| SEEIT WORKING TRUST | |||||||||||
| N/A | PC | GENERAL DONATION | $640 | 43 OVERSTONE RD | LONDON | UNITED KINGDOM | UK | ||||
| BLACK MOUNTAIN COLLEGE | |||||||||||
| 120 COLLEGE STREET | ASHVILLE | NC | 28801 | N/A | PC | GENERAL DONATIONGENERAL DONATION | $1,000 | ||||
| YOUNG EPILEPSY | |||||||||||
| N/A | PC | GENERAL DONATION | $251 | ST PIERS LANE | LINGFIELD | UNITED KINGDOM | UK | ||||
| PEN AMERICA | |||||||||||
| 120 BROADWAY 26TH FLOOR | NEW YORK | NY | 10271 | N/A | PC | GENERAL DONATION | $1,039 | ||||
| THE GLUCKSMAN | |||||||||||
| N/A | PC | GENERAL DONATIONGENERALGENERAL DONATION | $50,000 | COLLEGE ROAD | CORK | IRELAND | IR | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,833,439 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,571,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,588,180 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,762 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| ROYALTIES | 15 | $182,188 | |
| AUTHENTICATION FEES | $7,690 | ||
| REPRODUCTION FEES | $51,124 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,061,099 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,654,756 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,715,855 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (8 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | GAINS IN COL.(E) ARE FROM SALES OF ART WORKS BY JOSEF AND ANNI ALBERS. |
| 10 | NOVELTY ITEMS SOLD TO MUSEUM SHOPS FOR RESALE ILLUSTRATING CONCEPTS OF |
| 10 | ART, SPACE AND DESIGN IN KEEPING WITH THE WORKS OF JOSEF AND ANNI |
| 10 | ALBERS. |
| 11B | FEES RECEIVED TO REIMBURSE COSTS OF ENSURING THAT FAKES DO NOT DEBASE |
| 11B | PRINCIPLES OF ART ASPIRED TO BY JOSEF ALBERS IN HIS WORKS. |
| 11C | REPRODUCTION FEES ARE FOR SALE OF GOODS TO THE GENERAL PUBLIC USING |
| 11C | PRINCIPLES OF ART EMBRACED BY JOSEF AND ANNI ALBERS. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID ZWIRNER GALLERY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 WEST 20TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,686 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES | CategoryTxt |
| Amt | $48,468 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $48,468 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| MAIN BUILDING 88 BEACON RD | 1999-02-23 | $1,832,022 | $1,168,562 | SL | 39.000000000000 | $46,975 | $0 | $46,975 | |
| CARETAKER'S HOUSE | 1999-02-23 | $260,000 | $228,887 | SL | 39.000000000000 | $6,667 | $0 | $6,667 | |
| CLARK STUDIO | 1999-02-23 | $156,000 | $99,505 | SL | 39.000000000000 | $4,000 | $0 | $4,000 | |
| 102 BEACON RD STUDIO | 2000-07-31 | $156,000 | $93,836 | SL | 39.000000000000 | $4,000 | $0 | $4,000 | |
| STORAGE SHED | 2000-07-31 | $52,500 | $52,500 | SL | 7.000000000000 | $0 | $0 | $0 | |
| MAIN BLDG COSTS FROM 1999 | 2000-01-01 | $143,931 | $88,425 | SL | 39.000000000000 | $3,691 | $0 | $3,691 | |
| STUDIO III | 2002-12-31 | $4,355 | $2,234 | SL | 39.000000000000 | $112 | $0 | $112 | |
| HILL HOUSE APT | 2003-10-01 | $11,321 | $5,878 | SL | 39.000000000000 | $290 | $0 | $290 | |
| STUDIO APT - HILLTOP | 2003-10-01 | $79,626 | $41,345 | SL | 39.000000000000 | $2,042 | $0 | $2,042 | |
| ROOF | 2011-11-15 | $34,203 | $10,634 | SL | 39.000000000000 | $877 | $0 | $877 | |
| ALARM SYSTEM | 2014-09-12 | $8,590 | $2,006 | SL | 39.000000000000 | $220 | $0 | $220 | |
| THE TRUNK | 2014-10-01 | $943,853 | $218,492 | SL | 39.000000000000 | $24,201 | $0 | $24,201 | |
| LIGHTING PROJECT - GALLERY | 2020-09-21 | $222,211 | $18,518 | SL | 39.000000000000 | $5,698 | $0 | $5,698 | |
| A/C UNITS & FURNACE | 2021-06-15 | $23,820 | $1,578 | SL | 39.000000000000 | $611 | $0 | $611 | |
| FURNITURE AND FIXTURES - FULLY DEPRECIATED | $113,014 | $113,014 | SL | 39.000000000000 | $0 | $0 | $0 | ||
| WATER FILTER | 2004-04-28 | $2,645 | $1,895 | SL | 27.500000000000 | $96 | $0 | $96 | |
| JOSEF HOFFAN TABLES - PARIS | 2019-09-27 | $2,875 | $1,746 | SL | 7.000000000000 | $411 | $0 | $411 | |
| FURNISHINGS - PARIS | 2019-08-30 | $2,023 | $1,252 | SL | 7.000000000000 | $289 | $0 | $289 | |
| FURNISHINGS - PARIS | 2019-11-27 | $12,086 | $7,051 | SL | 7.000000000000 | $1,727 | $0 | $1,727 | |
| HERMAN MILLER CHAIR - PARIS | 2020-10-01 | $1,653 | $767 | SL | 7.000000000000 | $236 | $0 | $236 | |
| FURNITURE IRELAND | 2020-12-15 | $2,400 | $1,057 | SL | 7.000000000000 | $343 | $0 | $343 | |
| IRISH RESIDENCY - LAND | 2020-11-12 | $32,727 | L | $0 | $0 | $0 | |||
| IRISH RESIDENCY - LAND | 2021-01-27 | $322,952 | L | $0 | $0 | $0 | |||
| IRISH RESIDENCY - LAND IMPROVEMENTS | 2021-06-15 | $48,758 | L | $0 | $0 | $0 | |||
| IRISH RESIDENCY - IMPROVEMENTS | 2018-02-16 | $470,565 | $92,153 | SL | 30.000000000000 | $15,686 | $0 | $15,686 | |
| IRISH RESIDENCY - IMPROVEMENTS | 2020-09-15 | $68,614 | $7,624 | SL | 30.000000000000 | $2,287 | $0 | $2,287 | |
| LAND | 1994-07-28 | $419,439 | L | $0 | $0 | $0 | |||
| LAND IMPROVEMENTS | 1999-02-23 | $15,477 | $15,477 | 150DB | 15.000000000000 | $0 | $0 | $0 | |
| LANDSCAPING | 1999-02-23 | $121,512 | $121,512 | 150DB | 15.000000000000 | $0 | $0 | $0 | |
| DRIVEWAY | 1999-02-23 | $57,456 | $57,456 | 150DB | 15.000000000000 | $0 | $0 | $0 | |
| DRIVEWAY REGRADE | 2002-06-27 | $10,395 | $10,395 | 150DB | 15.000000000000 | $0 | $0 | $0 | |
| LIBRARY | $91,244 | NC | $0 | $0 | $0 | 0.000000000000 | |||
| LIBRARY - 5 MAGAZINES ON LECORBUSIER | 2004-01-12 | $3,167 | $3,167 | SL | 7.000000000000 | $0 | $0 | $0 | |
| TECHNOLOGY EQUIPMENT - FULLY DEPRECIATED | $30,869 | $30,869 | 200DB | 5.000000000000 | $0 | $0 | $0 | ||
| COMPUTER | 2017-07-28 | $4,047 | $4,047 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| MACBOOK PRO | 2017-06-08 | $3,133 | $3,133 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| MONITOR | 2018-02-15 | $1,300 | $1,300 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| OFFICE HD DOCK/BACKUP | 2018-11-26 | $849 | $849 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| PIXELBOOK LAPTOP | 2018-11-26 | $1,975 | $1,975 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| IMAC | 2019-09-10 | $4,479 | $4,001 | 200DB | 5.000000000000 | $478 | $0 | $478 | |
| MACBOOK PRO | 2019-09-09 | $4,349 | $3,885 | 200DB | 5.000000000000 | $464 | $0 | $464 | |
| 13" MACBOOK PRO | 2019-11-18 | $1,785 | $1,577 | 200DB | 5.000000000000 | $208 | $0 | $208 | |
| MACBOOK PRO | 2019-09-10 | $4,349 | $3,885 | 200DB | 5.000000000000 | $464 | $0 | $464 | |
| LENOVO THINKPAD | 2019-12-07 | $2,973 | $2,626 | 200DB | 5.000000000000 | $347 | $0 | $347 | |
| SERVER AND HARDWARE | 2019-10-16 | $14,711 | $13,044 | 200DB | 5.000000000000 | $1,667 | $0 | $1,667 | |
| SYNOLOGY DISKSTATION | 2019-12-09 | $1,330 | $1,175 | 200DB | 5.000000000000 | $155 | $0 | $155 | |
| COMPUTER | 2019-10-04 | $1,587 | $1,412 | 200DB | 5.000000000000 | $175 | $0 | $175 | |
| COMPUTER - PARIS | 2019-11-20 | $1,735 | $1,533 | 200DB | 5.000000000000 | $202 | $0 | $202 | |
| NAS MEMORY NETWORK CARD | 2020-01-31 | $1,160 | $903 | 200DB | 5.000000000000 | $171 | $0 | $232 | |
| WD 12 TB (2) | 2000-03-19 | $800 | $280 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| IPHONE 11 | 2020-05-29 | $1,501 | $1,131 | 200DB | 5.000000000000 | $247 | $0 | $300 | |
| DELL U2720Q 4K MONITOR | 2020-09-30 | $550 | $402 | 200DB | 5.000000000000 | $99 | $0 | $110 | |
| NETGEAR 16-PORT 10GB SWITCH | 2020-10-17 | $1,092 | $791 | 200DB | 5.000000000000 | $201 | $0 | $218 | |
| DELL U2720Q 4K MONITOR | 2020-10-16 | $1,098 | $795 | 200DB | 5.000000000000 | $202 | $0 | $220 | |
| IPHONE 12 | 2020-10-22 | $1,498 | $1,085 | 200DB | 5.000000000000 | $275 | $0 | $300 | |
| LENOVO P340 WORKSTATION | 2020-10-23 | $3,119 | $2,258 | 200DB | 5.000000000000 | $574 | $0 | $624 | |
| LG UTLRA FINE 5K MONITOR | 2020-11-06 | $637 | $461 | 200DB | 5.000000000000 | $117 | $0 | $127 | |
| CAL DIGIT NANO IP67 | 2020-11-18 | $638 | $458 | 200DB | 5.000000000000 | $120 | $0 | $128 | |
| COMPUTER - PARIS | 2020-10-02 | $9,155 | $6,683 | 200DB | 5.000000000000 | $1,648 | $0 | $1,831 | |
| IMAC - IRELAND | 2020-10-14 | $2,949 | $2,153 | 200DB | 5.000000000000 | $266 | $0 | $541 | |
| WD 14 TB RED PRO HD | 2021-01-16 | $1,500 | $1,059 | 200DB | 5.000000000000 | $176 | $0 | $300 | |
| 13" MACBOOK AIR | 2021-05-14 | $1,898 | $1,306 | 200DB | 5.000000000000 | $119 | $0 | $63 | |
| 16" MACBOOK PRO | 2021-12-09 | $4,298 | $2,776 | 200DB | 5.000000000000 | $609 | $0 | $860 | |
| IPHONE 13 | 2021-11-30 | $1,178 | $761 | 200DB | 5.000000000000 | $167 | $0 | $236 | |
| 13" MACBOOK AIR | 2021-12-15 | $1,848 | $1,194 | 200DB | 5.000000000000 | $262 | $0 | $370 | |
| 2009 TOYOTA PRIUS | 2008-12-23 | $26,973 | $26,588 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| 2010 F250 FORD | 2010-01-04 | $34,798 | $34,798 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| 2013 FIAT | 2013-06-17 | $17,736 | $17,736 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| VEHICLE - IRISH RESIDENCY | 2018-12-11 | $5,680 | $5,680 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| UPGRADE - STORAGE AREA NETWORK | 2022-03-24 | $11,774 | $3,532 | SL | 5.000000000000 | $2,355 | $0 | $2,355 | |
| SERVER UPGRADE | 2023-05-31 | $23,753 | $4,751 | 200DB | 5.000000000000 | $7,601 | $0 | $4,751 | |
| LAPTOP | 2023-03-31 | $1,130 | $226 | 200DB | 5.000000000000 | $362 | $0 | $226 | |
| FORTIGATE FIREWALL | 2023-04-07 | $1,428 | $286 | 200DB | 5.000000000000 | $457 | $0 | $286 | |
| COMPUTER | 2023-09-07 | $3,146 | $629 | 200DB | 5.000000000000 | $1,007 | $0 | $629 | |
| FURNISHINGS - BELLECHASSE | 2024-12-31 | $41,310 | SL | 7.000000000000 | $0 | $0 | $0 | ||
| CONSTRUCTION IN PROCESS | 2024-12-31 | $39,060 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| LEASEHOLD IMPROVEMENTS - BELLECHASSE | 2024-12-31 | $66,642 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| MACBOOK AIR | 2024-02-28 | $2,987 | 200DB | 5.000000000000 | $597 | $0 | $498 | ||
| COMPUTER | 2024-02-28 | $2,252 | 200DB | 5.000000000000 | $450 | $0 | $375 | ||
| COMPUTER & CELL PHONE | 2024-11-30 | $3,297 | 200DB | 5.000000000000 | $659 | $0 | $55 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CRISTEA ROBERTS GALLERY | ||||||
| ART BY JOSEF & ANNI ALBERS | DONATED | $123,231 | $2,525 | COST | $43,131 | $77,575 |
| DAVID ZWIRNER GALLERY | ||||||
| ART BY JOSEF & ANNI ALBERS | DONATED | $5,047,500 | $16,300 | COST | $1,520,595 | $3,510,605 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - FUNDS | FMV | $10,146,231 | $10,146,231 |
| INVESTMENT - GROOVE | AT COST | $100,000 | $100,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (78 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| MAIN BUILDING 88 BEACON RD | $1,832,022 | $1,215,537 | $616,485 | $616,485 |
| CARETAKER'S HOUSE | $260,000 | $235,554 | $24,446 | $24,446 |
| CLARK STUDIO | $156,000 | $103,505 | $52,495 | $52,495 |
| 102 BEACON RD STUDIO | $156,000 | $97,836 | $58,164 | $58,164 |
| STORAGE SHED | $52,500 | $52,500 | $0 | $0 |
| MAIN BLDG COSTS FROM 1999 | $143,931 | $92,116 | $51,815 | $51,815 |
| STUDIO III | $4,355 | $2,346 | $2,009 | $2,009 |
| HILL HOUSE APT | $11,321 | $6,168 | $5,153 | $5,153 |
| STUDIO APT - HILLTOP | $79,626 | $43,387 | $36,239 | $36,239 |
| ROOF | $34,203 | $11,511 | $22,692 | $22,692 |
| ALARM SYSTEM | $8,590 | $2,226 | $6,364 | $6,364 |
| THE TRUNK | $943,853 | $242,693 | $701,160 | $701,160 |
| LIGHTING PROJECT - GALLERY | $222,211 | $24,216 | $197,995 | $197,995 |
| A/C UNITS & FURNACE | $23,820 | $2,189 | $21,631 | $21,631 |
| FURNITURE AND FIXTURES - FULLY DEPRECIATED | $113,014 | $113,014 | $0 | $0 |
| WATER FILTER | $2,645 | $1,991 | $654 | $654 |
| JOSEF HOFFAN TABLES - PARIS | $2,875 | $2,157 | $718 | $718 |
| FURNISHINGS - PARIS | $2,023 | $1,541 | $482 | $482 |
| FURNISHINGS - PARIS | $12,086 | $8,778 | $3,308 | $3,308 |
| HERMAN MILLER CHAIR - PARIS | $1,653 | $1,003 | $650 | $650 |
| FURNITURE IRELAND | $2,400 | $1,400 | $1,000 | $1,000 |
| IRISH RESIDENCY - LAND | $32,727 | $0 | $32,727 | $32,727 |
| IRISH RESIDENCY - LAND | $322,952 | $0 | $322,952 | $322,952 |
| IRISH RESIDENCY - LAND IMPROVEMENTS | $48,758 | $0 | $48,758 | $48,758 |
| IRISH RESIDENCY - IMPROVEMENTS | $470,565 | $107,839 | $362,726 | $362,726 |
| IRISH RESIDENCY - IMPROVEMENTS | $68,614 | $9,911 | $58,703 | $58,703 |
| LAND | $419,439 | $0 | $419,439 | $419,439 |
| LAND IMPROVEMENTS | $15,477 | $15,477 | $0 | $0 |
| LANDSCAPING | $121,512 | $121,512 | $0 | $0 |
| DRIVEWAY | $57,456 | $57,456 | $0 | $0 |
| DRIVEWAY REGRADE | $10,395 | $10,395 | $0 | $0 |
| LIBRARY | $91,244 | $0 | $91,244 | $91,244 |
| LIBRARY - 5 MAGAZINES ON LECORBUSIER | $3,167 | $3,167 | $0 | $0 |
| TECHNOLOGY EQUIPMENT - FULLY DEPRECIATED | $30,869 | $30,869 | $0 | $0 |
| COMPUTER | $4,047 | $4,047 | $0 | $0 |
| MACBOOK PRO | $3,133 | $3,133 | $0 | $0 |
| MONITOR | $1,300 | $1,300 | $0 | $0 |
| OFFICE HD DOCK/BACKUP | $849 | $849 | $0 | $0 |
| PIXELBOOK LAPTOP | $1,975 | $1,975 | $0 | $0 |
| IMAC | $4,479 | $4,479 | $0 | $0 |
| MACBOOK PRO | $4,349 | $4,349 | $0 | $0 |
| 13" MACBOOK PRO | $1,785 | $1,785 | $0 | $0 |
| MACBOOK PRO | $4,349 | $4,349 | $0 | $0 |
| LENOVO THINKPAD | $2,973 | $2,973 | $0 | $0 |
| SERVER AND HARDWARE | $14,711 | $14,711 | $0 | $0 |
| SYNOLOGY DISKSTATION | $1,330 | $1,330 | $0 | $0 |
| COMPUTER | $1,587 | $1,587 | $0 | $0 |
| COMPUTER - PARIS | $1,735 | $1,735 | $0 | $0 |
| NAS MEMORY NETWORK CARD | $1,160 | $1,074 | $86 | $86 |
| WD 12 TB (2) | $800 | $280 | $520 | $520 |
| IPHONE 11 | $1,501 | $1,378 | $123 | $123 |
| DELL U2720Q 4K MONITOR | $550 | $501 | $49 | $49 |
| NETGEAR 16-PORT 10GB SWITCH | $1,092 | $992 | $100 | $100 |
| DELL U2720Q 4K MONITOR | $1,098 | $997 | $101 | $101 |
| IPHONE 12 | $1,498 | $1,360 | $138 | $138 |
| LENOVO P340 WORKSTATION | $3,119 | $2,832 | $287 | $287 |
| LG UTLRA FINE 5K MONITOR | $637 | $578 | $59 | $59 |
| CAL DIGIT NANO IP67 | $638 | $578 | $60 | $60 |
| COMPUTER - PARIS | $9,155 | $8,331 | $824 | $824 |
| WD 14 TB RED PRO HD | $1,500 | $1,235 | $265 | $265 |
| 16" MACBOOK PRO | $4,298 | $3,385 | $913 | $913 |
| IPHONE 13 | $1,178 | $928 | $250 | $250 |
| 13" MACBOOK AIR | $1,848 | $1,456 | $392 | $392 |
| 2009 TOYOTA PRIUS | $26,973 | $26,588 | $385 | $385 |
| 2010 F250 FORD | $34,798 | $34,798 | $0 | $0 |
| 2013 FIAT | $17,736 | $17,736 | $0 | $0 |
| VEHICLE - IRISH RESIDENCY | $5,680 | $5,680 | $0 | $0 |
| UPGRADE - STORAGE AREA NETWORK | $11,774 | $5,887 | $5,887 | $5,887 |
| SERVER UPGRADE | $23,753 | $12,352 | $11,401 | $11,401 |
| LAPTOP | $1,130 | $588 | $542 | $542 |
| FORTIGATE FIREWALL | $1,428 | $743 | $685 | $685 |
| COMPUTER | $3,146 | $1,636 | $1,510 | $1,510 |
| FURNISHINGS - BELLECHASSE | $41,310 | $0 | $41,310 | $41,310 |
| CONSTRUCTION IN PROCESS | $39,060 | $0 | $39,060 | $39,060 |
| LEASEHOLD IMPROVEMENTS - BELLECHASSE | $66,642 | $0 | $66,642 | $66,642 |
| MACBOOK AIR | $2,987 | $597 | $2,390 | $2,390 |
| COMPUTER | $2,252 | $450 | $1,802 | $1,802 |
| COMPUTER & CELL PHONE | $3,297 | $659 | $2,638 | $2,638 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $81,311 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $81,311 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART - JOSEF ALBERS | $6,316,609 | $6,302,734 | $224,903,000 |
| ART - ANNI ALBERS | $2,348,908 | $2,350,918 | $30,166,000 |
| FILM ON LIFE OF ANNI ALBERS | $2,000 | $2,000 | $2,000 |
| FILMS AND DOCUMENTARIES | $342,195 | $342,195 | $342,195 |
| ART - PRECOLUMBIAN | $42,500 | $42,500 | $42,500 |
| ART - OTHERS | $1,767,376 | $1,767,376 | $2,210,000 |
| SECURITY DEPOSITS | $41,986 | $55,814 | $55,814 |
| OPERATING LEASE - RIGHT OF USE | $373,255 | $373,255 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN MARKET VALUE - INVESTMENTS | Desc |
| Amt | $172,317 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ALBERSSHOP EXPENSES | $2,455 | $0 | $2,454 | $0 |
| AUTHENTICATION | $17,358 | $0 | $17,358 | $0 |
| OFFICE SUPPLIES & POSTAGE | $22,916 | $0 | $0 | $23,936 |
| BOOK PROGRAMS | $220,937 | $0 | $0 | $216,418 |
| MISCELLANEOUS | $86,871 | $0 | $0 | $86,898 |
| INSURANCE | $47,826 | $0 | $0 | $81,464 |
| DUES AND SUBSCRIPTIONS | $8,402 | $0 | $0 | $7,660 |
| BANK CHARGES AND FEES | $4,369 | $0 | $0 | $4,369 |
| RESEARCH | $3,622 | $0 | $0 | $3,370 |
| EXHIBITIONS | $41,290 | $0 | $0 | $41,290 |
| SHIPPING & STORAGE | $49,365 | $0 | $0 | $30,903 |
| TECHNOLOGY APPLICATIONS | $48,913 | $0 | $0 | $48,923 |
| EDUCATION | $1,971 | $0 | $0 | $2,399 |
| DEVELOPMENT | $22,779 | $0 | $0 | $22,779 |
| SECURITY | $8,695 | $0 | $0 | $10,006 |
| WEBSITE | $26,926 | $0 | $0 | $26,962 |
| PHOTOGRAPHY | $156 | $0 | $0 | $156 |
| MEALS | $70,740 | $0 | $0 | $66,843 |
| CONSULTING | $420,328 | $62,487 | $63,349 | $356,979 |
| BET-BI PROGRAM EXPENSES | $17,380 | $0 | $0 | $17,329 |
| FRAMING | $60 | $0 | $0 | $60 |
| TRANSLATING SERVICE | $1,140 | $0 | $0 | $1,140 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $182,188 | $182,188 | $182,188 |
| AUTHENTICATION FEES | $7,690 | $7,690 | |
| REPRODUCTION FEES | $51,124 | $51,124 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DEPRECIATION | Desc |
| Amt | $1,840 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY - BELLECHASSE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $372,633 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $519,494 | $0 | $0 | $522,182 |
| INVESTMENT MANAGEMENT FEES | $74,307 | $74,307 | $74,307 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $178,037 | $6,645 | $6,645 | $171,837 |
| EXCISE TAX | $23,949 | $0 | $0 | $0 |
| FOREIGN TAX | $6,686 | $6,686 | $0 | $0 |
Comments