ARNHOLD FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ARNHOLD FOUNDATION INC (EIN 13-3456684)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201403219349102655
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T15:22:56-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135504490PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOEL E SAMMET & CO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 MAIDEN LANE SUITE 500AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133456684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARNHOLD FOUNDATION INCBusinessNameLine1
Business Name Line2C/O JOEL E SAMMET & CO LLPBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlARNHBusinessNameControlTxt
Phone2122698628PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 MAIDEN LANE NO 500AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY H ARNHOLDPersonNm
Person TitlePRESPersonTitleTxt
Phone2122698628PhoneNum
Signature2014-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEROME GRUBINPreparerPersonNm
PTINP00182226PTIN
Phone2122698628PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$353,048,289FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,704,685DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,704,685DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,391,495NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,180,628GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,391,495CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,076,492OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,076,492OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$14,192,672TotalRevAndExpnssAmt
Total Net Invst Incm$14,172,672TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,771LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$8,771LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$80,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$40,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$40,000AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$202,240InterestRevAndExpnssAmt
Interest Net Invst Incm$202,240InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$155,494TaxesRevAndExpnssAmt
Taxes Net Invst Incm$155,494TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,180,060OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,163,310OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16,750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,626,565TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,561,044TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$65,521TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,089,703ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,089,703ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,716,268TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,561,044TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,155,224TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,523,596ExcessRevenueOverExpensesAmt
Net Investment Income$11,611,628NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,200,051CashBOYAmt
Cash EOY$487,554CashEOYAmt
Cash EOYFMV$487,554CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,207,335SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,243,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,243,000SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$254,238OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$75,277OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$254,238OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$254,238OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$57,212,633CorporateStockBOYAmt
Corporate Stock EOY$59,380,392CorporateStockEOYAmt
Corporate Stock EOYFMV$81,702,711CorporateStockEOYFMVAmt
Corporate Bonds BOY$8,445,302CorporateBondsBOYAmt
Corporate Bonds EOY$761,665CorporateBondsEOYAmt
Corporate Bonds EOYFMV$819,064CorporateBondsEOYFMVAmt
Other Investments BOY$234,584,294OtherInvestmentsBOYAmt
Other Investments EOY$232,902,220OtherInvestmentsEOYAmt
Other Investments EOYFMV$246,541,722OtherInvestmentsEOYFMVAmt
Total Assets BOY$319,724,892TotalAssetsBOYAmt
Total Assets EOY$317,029,069TotalAssetsEOYAmt
Total Assets EOYFMV$353,048,289TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$319,724,892CapitalStockBOYAmt
Capital Stock EOY$317,029,069CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$319,724,892TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$317,029,069TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$319,724,892TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$317,029,069TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$319,724,892TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,523,596ExcessRevenueOverExpensesAmt
Other Increases$827,773OtherIncreasesAmt
Subtotal$317,029,069SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$317,029,069TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmtAcquiredAcquiredDt
S/T GAINS THRU K-1SP2013-12-31$5,705,027$5,705,027$5,705,027
L/T GAINS THRU K-1SP2013-12-31$2,705,442$2,705,442$2,705,442
1256 LOSS THRU K-1SP2013-12-31-$1,293,805-$1,293,805$1,293,805
LOSS ON SALE OF PARTNERSHIP - IOLAIRE INVESTORSP2013-12-31$20,082,361-$797,473-$797,473$20,879,834
OSISKO MININGP2013-08-21$75,401$23,071$23,071$52,3302013-04-23
NEW GOLD INCP2013-08-21$77,392$10,205$10,205$67,1872013-04-23
MARKET VECTORS GOLD MINERSP2013-08-21$60,993$6,827$6,827$54,1662013-05-24
NOVAGOLD RESP2013-08-21$47,303$13,693$13,693$33,6102013-05-28
GERON CORPP2013-09-28$48,312$31,452$31,452$16,8602013-04-05
GERON CORPP2013-10-21$41,749$30,509$30,509$11,2402013-04-05
MICROSOFTP2013-10-30$180,056$45,536$45,536$134,5202012-11-16
FIRST EAGLE FUND OF AMERICAP2013-12-30$106,807$3,307$3,307$103,5002013-12-19
FIRST EAGLE GLOBAL FUNDP2013-12-30$146,730$4,075$4,075$142,6552013-12-19
FIRST EAGLE US VALUE FUNDP2013-12-30$29,279$872$872$28,4072013-12-19
ASB HOLDINGS INC DEBENTURESP2013-05-31$1,492,846-$63,979-$63,979$1,556,8252007-09-12
ASB HOLDINGS INC DEBENTURESP2013-05-31$352,377$0$0$352,3772009-04-06
ASB HOLDINGS INC DEBENTURESP2013-05-31$355,901$0$0$355,9012009-07-01
ASB HOLDINGS INC DEBENTURESP2013-05-31$359,460$0$0$359,4602009-09-30
ASB HOLDINGS INC DEBENTURESP2013-05-31$179,678$0$0$179,6782009-12-31
ASB HOLDINGS INC DEBENTURESP2013-07-31$165,224$0$0$165,2242009-12-31
ASB HOLDINGS INC DEBENTURESP2013-07-31$330,933$0$0$330,9332010-04-01
ASB HOLDINGS INC DEBENTURESP2013-07-31$300,818$0$0$300,8182010-07-12
ASB HOLDINGS INC DEBENTURESP2013-07-31$293,961$0$0$293,9612010-09-30
ASB HOLDINGS INC DEBENTURESP2013-07-31$252,366$0$0$252,3662010-12-31
ASB HOLDINGS INC DEBENTURESP2013-07-31$1,396,959-$55,841-$55,841$1,452,8002010-08-11
SPRINT CORPP2013-09-20$16,412$7,884$7,884$8,5281992-10-19
AMERICAN INDEPENDENCE CORPP2013-11-01$1,682$590$590$1,0922002-08-27
VERENIUM CORPP2013-11-01$356-$16,364-$16,364$16,7202001-08-01
MARKET VECTORS GOLD MINERSP2013-04-01$185,713-$53,458-$53,458$239,1712009-12-16
MARKET VECTORS GOLD MINERSP2013-04-01$371,426-$111,589-$111,589$483,0152009-12-16
MARKET VECTORS GOLD MINERSP2013-04-01$185,713-$41,764-$41,764$227,4772009-12-22
MARKET VECTORS GOLD MINERSP2013-04-01$185,713-$104,490-$104,490$290,2032011-05-04
MARKET VECTORS GOLD MINERSP2013-04-01$185,713-$97,111-$97,111$282,8242011-05-05
OVERSEAS SHIPHLDP2013-04-19$205,508$35,508$35,508$170,0002011-12-13
OVERSEAS SHIPHLDP2013-04-19$123,305$27,305$27,305$96,0002011-12-15
ASB HOLDINGS INCP2013-05-20$596,041-$25,545-$25,545$621,5862007-09-13
OVERSEAS SHIPHLDP2013-05-30$81,875$20,375$20,375$61,5002011-12-19
OVERSEAS SHIPHLDP2013-05-30$81,875$18,625$18,625$63,2502012-01-09
CISCO SYSTEMSP2013-07-05$183,387$35,376$35,376$148,0112010-11-16
ASB HOLDINGS INC DEBENTURESP2013-07-22$12,081-$518-$518$12,5992007-09-13
ASB HOLDINGS INC DEBENTURESP2013-07-22$80,170$0$0$80,1702009-04-06
ASB HOLDINGS INC DEBENTURESP2013-07-22$80,972$0$0$80,9722009-07-01
ASB HOLDINGS INC DEBENTURESP2013-07-22$81,782$0$0$81,7822009-09-30
ASB HOLDINGS INC DEBENTURESP2013-07-22$78,470$0$0$78,4702009-12-31
ASB HOLDINGS INC DEBENTURESP2013-07-22$75,292$0$0$75,2922010-04-01
ASB HOLDINGS INC DEBENTURESP2013-07-22$68,440$0$0$68,4402010-07-12
ASB HOLDINGS INC DEBENTURESP2013-07-22$63,940$0$0$63,9402010-09-30
ASB HOLDINGS INC DEBENTURESP2013-07-22$54,893$0$0$54,8932010-12-31
CONOCOPHILLIPSP2013-07-23$325,968$21,389$21,389$304,5792012-04-09
ALLIANCE ONE INTP2013-08-30$405,820$25,610$25,610$380,2102011-07-22
GERON CORPP2013-09-28$80,520-$41,848-$41,848$122,3682010-12-08
AMERICAN INDEPENDENCE CORPP2013-10-08$80,040$6,643$6,643$73,3972007-12-23
MICROSOFTP2013-10-18$174,380$29,335$29,335$145,0452012-10-10
AMERICAN INDEPENDENCE CORPP2013-10-24$4,030$683$683$3,3472007-12-23
AMERICAN INDEPENDENCE CORPP2013-10-31$8,589$1,684$1,684$6,9052007-12-23
SEALED AIR CORPP2013-10-31$153,025$64,322$64,322$88,7032012-05-31
XYLEM INCP2013-10-31$166,715$24,070$24,070$142,6452011-08-01
XYLEM INCP2013-10-31$166,715$24,070$24,070$142,6452011-07-18
EXELIS INCP2013-11-12$84,447$10,066$10,066$74,3812011-07-18
ITT CORPP2013-11-12$100,798$47,945$47,945$52,8532011-07-18
ITT CORPP2013-11-19$41,218$20,946$20,946$20,2722011-08-01
EXELIS INCP2013-11-19$85,857$11,476$11,476$74,3812011-08-01
PFIZER INCP2013-11-20$160,290$74,617$74,617$85,6732008-06-05
ITT CORPP2013-11-21$62,000$31,592$31,592$30,4082011-08-01
XYLEM INCP2013-11-22$170,632$27,987$27,987$142,6452011-08-01
EXELIS INCP2013-12-03$88,778$14,397$14,397$74,3812011-08-01
AMERICAN INDEPENDENCE CORPP2013-12-12$22,116$6,114$6,114$16,0022007-12-23
DOUBLE HULL TANKERS INCP2013-12-16$5,278-$38,261-$38,261$43,5392011-04-20
DOUBLE HULL TANKERS INCP2013-12-16$2,639-$18,078-$18,078$20,7172011-05-16
DOUBLE HULL TANKERS INCP2013-12-16$2,639-$17,006-$17,006$19,6452011-06-02
FieldValueIRS element (for citing)
Capital Gain Net Income$6,391,495CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,766,301AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$328,150,261NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048046DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,966,066AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$339,265,035NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029375DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,608,831AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$210,982,453NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031324DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,728,749AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$180,972,868NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.026130DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,551,740AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$183,909,140NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035625DistributionYr5Rt
Total Distribution0.170500TotalDistributionRt
Average Distribution0.034100AverageDistributionRt
Net Vl Noncharitable Assets$333,342,426NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,366,977AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$116,116NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,483,093AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,155,224QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$116,116InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$116,116SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$116,116TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$505,124EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$505,124TotalPaymentsAndCreditsAmt
Overpayment$389,008OverpaymentAmt
Applied To ES Tax$389,008AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2122698628PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11345 AVENUE OF THE AMERICASAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10105ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY H ARNHOLD
1345 AVENUE OF THE AMERICASNEW YORKNY10105PRESIDENT0.00$0$0$0
JOHN P ARNHOLD
1345 AVENUE OF THE AMERICASNEW YORKNY10105SEC'Y/TREAS.0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$318,619,323AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,799,384AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$338,418,707TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$338,418,707AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,076,281CashDeemedCharitableAmt
Net Vl Noncharitable Assets$333,342,426NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,667,121MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,667,121MinimumInvestmentReturnAmt
Tax Based On Investment Income$116,116TaxBasedOnInvestmentIncomeAmt
Total Tax$116,116TotalTaxAmt
Distributable Before Adj$16,551,005DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,551,005DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,551,005DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,155,224ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$15,155,224QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$116,116PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,039,108AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,551,005DistributableAsAdjustedAmt
Undistributed Income PY$12,901,553UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$15,155,224QualifyingDistributionsAmt
Applied To Year1$12,901,553AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,253,671AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$14,297,334UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY H ARNHOLDContributingManagerNm
Contributing ManagerJOHN P ARNHOLDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (212 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND ST Y
1395 LEXINGTON AVENUENEW YORKNY10128PUBLIC CHARITYGENERAL FUND$318,750
ABILITY BEYOND DISABILITY
4 BERKSHIRE BLVDBETHELCT06801PUBLIC CHARITYGENERAL FUND$1,000
ALDRICH CONTEMPORARY ART MUSEUM
258 MAIN STRIDGEFIELDCT06877PUBLIC CHARITYGENERAL FUND$2,000
AMERICAN ACADEMY OF ARTS & SCIENCES
136 IRVING STCAMBRIDGEMA02138PUBLIC CHARITYGENERAL FUND$25,000
AMERICAN CANCER SOCIETY
250 WILLIAMS ST NWATLANTAGA30303PUBLIC CHARITYGENERAL FUND$1,200
AMERICAN CERAMIC CIRCLE
PO BOX 224WILLIAMSBURGVA23187PUBLIC CHARITYGENERAL FUND$1,000
AMERICAN DANCE FESTIVAL
PO BOX 90772DURHAMNC27708PUBLIC CHARITYGENERAL FUND$15,357
AMERICAN DANCE GUILD
240 WEST 14TH STNEW YORKNY10011PUBLIC CHARITYGENERAL FUND$2,500
AMERICAN DANCE MACHINE FOR THE 21ST CENTURY
130 WEST 56TH STREETNEW YORKNY10019PUBLIC CHARITYGENERAL FUND$5,000
AMERICAN FOLK ART MUSEUM
2 LINCOLN SQUARENEW YORKNY10023PUBLIC CHARITYGENERAL FUND$1,000
AMERICAN FREINDS OF BATSHEBA
1201 BROADWAYNEW YORKNY10001PUBLIC CHARITYGENERAL FUND$25,000
AMERICAN FRIENDS OF KESHET EILON
25 TRINITY PASS ROADPOUND RIDGENY10576PUBLIC CHARITYGENERAL FUND$2,500
AMERICAN FRIENDS OF THE LUDWIG FOUNDATION
3 EAST 69TH STNEW YORKNY10021PUBLIC CHARITYGENERAL FUND$1,500
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024PUBLIC CHARITYGENERAL FUND$14,500
AMPLE TABLE FOR EVERYONE
174 EAST 74TH STNEW YORKNY10021PUBLIC CHARITYGENERAL FUND$1,000
APOLLO THEATER FOUNDATION
253 WEST 125TH STNEW YORKNY10027PUBLIC CHARITYGENERAL FUND$1,000
ARTHUR ASHE LEARNING CENTER
77 WEST 66TH STNEW YORKNY10023PUBLIC CHARITYGENERAL FUND$5,000
ASIA SOCIETY
725 PARK AVENEW YORKNY10021PUBLIC CHARITYGENERAL FUND$5,000
ASPCA
424 EAST 92ND STNEW YORKNY10128PUBLIC CHARITYGENERAL FUND$50,000
ASPEN INSTITUTE
477 MADISON AVENEW YORKNY10022PUBLIC CHARITYGENERAL FUND$25,000
ASPHALT GREEN
555 EAST 90TH STNEW YORKNY10128PUBLIC CHARITYGENERAL FUND$2,500
BALLET HISPANICO
167 WEST 89TH STNEW YORKNY10024PUBLIC CHARITYGENERAL FUND$1,102,400
BALLET THEATRE FOUNDATION
890 BROADWAYNEW YORKNY10003PUBLIC CHARITYGENERAL FUND$2,500
BANK STREET COLLEGE OF EDUCATION
610 WEST 112TH STNEW YORKNY10025PUBLIC CHARITYGENERAL FUND$1,000
BARGEMUSIC
OLD FULTON STBROOKLYNNY11201PUBLIC CHARITYGENERAL FUND$1,000
BARRINGTON STAGE COMPANY
30 UNION STPITTSFIELDMA01201PUBLIC CHARITYGENERAL FUND$5,000
BETHEL PUBLIC LIBRARY
189 GREENWOOD AVEBETHELCT06801PUBLIC CHARITYGENERAL FUND$740,000
BOTTOMLESS CLOSET
15 PENN PLAZANEW YORKNY10001PUBLIC CHARITYGENERAL FUND$2,500
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STNEW YORKNY10022PUBLIC CHARITYGENERAL FUND$25,000
BRIDGEWATER LAND TRUST
PO BOX 8BRIDGEWATERCT06752PUBLIC CHARITYGENERAL FUND$2,500
BROADWAY HOUSING COMMUNITIES
10 FORT WASHINGTON AVENEW YORKNY10032PUBLIC CHARITYGENERAL FUND$1,000
BROADWAY MALL ASSOCIATES
2095 BROADWAYNEW YORKNY10023PUBLIC CHARITYGENERAL FUND$2,500
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE STBROOKLYNNY11217PUBLIC CHARITYGENERAL FUND$25,000
BROOKLYN ARTS EXCHANGE
421 5TH AVEBROOKLYNNY11215PUBLIC CHARITYGENERAL FUND$1,000
BROOKLYN BOTANICAL GARDEN
1000 WASHINGTON AVEBROOKLYNNY11225PUBLIC CHARITYGENERAL FUND$5,000
CAREER TRANSITION FOR DANCERS
165 WEST 46TH STNEW YORKNY10036PUBLIC CHARITYGENERAL FUND$5,000
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVEWASHINGTONDC20036PUBLIC CHARITYGENERAL FUND$100,000
CARNEGIE HILL NEIGHBORS
170 EAST 91ST STNEW YORKNY10128PUBLIC CHARITYGENERAL FUND$1,000
CASITA MARIA
928 SIMPSON STBRONXNY10459PUBLIC CHARITYGENERAL FUND$2,500
CATHEDRAL OF ST JOHN THE DIVINE
1047 AMSTERDAM AVENEW YORKNY10025PUBLIC CHARITYGENERAL FUND$1,000
CEC ARTSLINK
291 BROADWAYNEW YORKNY10007PUBLIC CHARITYGENERAL FUND$5,000
CELEBRATE THE BEAT
PO BOX 323PAONIACO80206PUBLIC CHARITYGENERAL FUND$5,000
CENTENNIAL FOUNDATION
15 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYGENERAL FUND$10,000
CENTER FOR ARTS EDUCATION
520 8TH AVENEW YORKNY10018PUBLIC CHARITYGENERAL FUND$65,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STNEW YORKNY10022PUBLIC CHARITYGENERAL FUND$25,000
CHAMPLAIN AREA TRAILS
6482 MAIN STWESTPORTNY12993PUBLIC CHARITYGENERAL FUND$18,750
CHILDRENS ORCHESTRA SOCIETY
65-03 180TH STFRESH MEADOWSNY11365PUBLIC CHARITYGENERAL FUND$1,000
CHINA INSTITUTE
125 EAST 65TH STNEW YORKNY10065PUBLIC CHARITYGENERAL FUND$1,000
CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK
105 EAST 22ND STNEW YORKNY10010PUBLIC CHARITYGENERAL FUND$5,000
CITY HARVEST
6 EAST 32ND STNEW YORKNY10016PUBLIC CHARITYGENERAL FUND$500
CITYMEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY10017PUBLIC CHARITYGENERAL FUND$1,000
CLAIRE PORTER
90 PARK AVENEW YORKNY10016PUBLIC CHARITYGENERAL FUND$1,000
COLUMBIA BUSINESS SCHOOL
380 LEXINGTON AVENEW YORKNY10168PUBLIC CHARITYGENERAL FUND$50,000
CONGREGATION ADATH ISRAEL
1391 NORTH AVEELIZABETHNJ07208PUBLIC CHARITYGENERAL FUND$1,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVEARLINGTONVA22202PUBLIC CHARITYGENERAL FUND$5,025,000
CONTRIBUTIONS THRU K-1S
1345 AVENUE OF THE AMERICANEW YORKNY10105PUBLIC CHARITYTHRU K-1S$1,024
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STNEW YORKNY10065PUBLIC CHARITYGENERAL FUND$59,000
CUNY GRADUATE SCHOOL OF JOURNALISM
219 WEST 40TH STNEW YORKNY10018PUBLIC CHARITYGENERAL FUND$23,500
CURTIS INSTITUE OF MUSIC
1726 LOCUST AVEPHILADELPHIAPA19103PUBLIC CHARITYGENERAL FUND$100,000
DANBURY GRASSROOTS TENNIS
12 S LAKE SHORE DRBROOKFIELDCT06804PUBLIC CHARITYGENERL FUND$2,500
DANCE NOTATION BUREAU
111 JOHN STNEW YORKNY10038PUBLIC CHARITYGENERAL FUND$2,500
DANCE THEATER OF HARLEM
466 WEST 152ND STNEW YORKNY10031PUBLIC CHARITYGENERAL FUND$60,000
DANCENYC
218 EAST 18TH STNEW YORKNY10003PUBLIC CHARITYGENERAL FUND$5,000
DANCES BY ISADORA
1623 3RD AVENEW YORKNY10128PUBLIC CHARITYGENERAL FUND$1,000
DANCES FOR A VARIABLE POPULATION INC
560 RIVERSIDE DRIVENEW YORKNY10027PUBLIC CHARITYGENERAL FUND$1,000
DANCEWAVE
45 4TH AVEBROOKLYNNY11217PUBLIC CHARITYGENERAL FUND$1,000
DANCING CLASSROOMS
25 WEST 31ST STNEW YORKNY10001PUBLIC CHARITYGENERAL FUND$5,000
DANSPACE PROJECT
131 EAST 10TH STNEW YORKNY10003PUBLIC CHARITYGENERAL FUND$5,000
DOE FUND
232 EAST 84TH STNEW YORKNY10028PUBLIC CHARITYGENERAL FUND$1,000
DREAM COME TRUE OF WESTERN CONNECTICUT
PO BOX 2415DANBURYCT06813PUBLIC CHARITYGENERAL FUND$1,000
DYNAMIC FORMS
107 SUFFOLK STREETNEW YORKNY10002PUBLIC CHARITYGENERAL FUND$1,000
EDNA SCHWARTZ SCHOLARSHIP FUND
80 CLIFFWOOD STLENOXMA01240PUBLIC CHARITYGENERAL FUND$10,000
ELISA MONTE DANCE
481 8TH AVENEW YORKNY10001PUBLIC CHARITYGENERAL FUND$1,000
ELYSIUM BETWEEN TWO CONTINENTS
303 EAST 83RD STNEW YORKNY10028PUBLIC CHARITYGENERAL FUND$2,000
ERIKA THIMEY DANCE AND THEATER COMPANY
6218 3RD ST NWWASHINGTONDC20011PUBLIC CHARITYGENERAL FUND$2,500
EYE ON DANCE
70 EAST 10TH STNEW YORKNY10003PUBLIC CHARITYGENERAL FUND$2,500
FILM SOCIETY OF LINCOLN CENTER
70 LINCOLN SQUARENEW YORKNY10023PUBLIC CHARITYGENERAL FUND$5,000
FOUNDATION FOR JEWISH CULTURE
PO BOX 489NEW YORKNY10113PUBLIC CHARITYGENERAL FUND$2,500
FOUNDATION FOR WOMENS WELLNESS
1000 SOUTH RACE STDENVERCO80209PUBLIC CHARITYGENERAL FUND$5,000
FRACTURED ATLAS
248 WEST 35TH STNEW YORKNY10001PUBLIC CHARITYGENERAL FUND$2,000
FRESH AIR FUND
633 3RD AVENEW YORKNY10017PUBLIC CHARITYGENERAL FUND$1,000
FRICK COLLECTION
1 EAST 70TH STNEW YORKNY10021PUBLIC CHARITYGENERAL FUND$35,000
FUND FOR PARK AVENUE
445 PARK AVENEW YORKNY10022PUBLIC CHARITYGENERAL FUND$2,000
FUND FOR PUBLIC SCHOOLS
52 CHAMBERS STNEW YORKNY10007PUBLIC CHARITYGENERAL FUND$200,000
FUND FOR THE CITY OF NY
121 AVENUE OF THE AMERICASNEW YORKNY10013PUBLIC CHARITYGENERAL FUND$50,000
GALLIM DANCE
520 CLINTON AVEBROOKLYNNY11238PUBLIC CHARITYGENERAL FUND$5,000
GINA GIBNEY DANCE
890 BROADWAYNEW YORKNY10003PUBLIC CHARITYGENERAL FUND$1,000
GLOBAL CITIZEN YEAR
1625 CLAY STOAKLANDCA94612PUBLIC CHARITYGENERAL FUND$250,000
GOODARD RIVERSIDE COMMUNITY CENTER
503 COLUMBUS AVENEW YORKNY10024PUBLIC CHARITYGENERAL FUND$1,000
GUGGENHEIM MUSEUM
1071 5TH AVENEW YORKNY10128PUBLIC CHARITYGENERAL FUND$1,750
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS RDYORKTOWN HEIGHTSNY10598PUBLIC CHARITYGENERAL FUND$1,000
HARLEM SCHOOL OF THE ARTS
645 ST NICHOLAS AVENEW YORKNY10030PUBLIC CHARITYGENERAL FUND$1,000
HB STUDIO
120 BANK STNEW YORKNY10014PUBLIC CHARITYGENERAL FUND$1,000
HEBREW HOME FOR THE AGED
5901 PALISADE AVEBRONXNY10471PUBLIC CHARITYGENERAL FUND$1,000
HUMAN RIGHTS FIRST
333 7TH AVENEW YORKNY10001PUBLIC CHARITYGENERAL FUND$2,500
HUNTER COLLEGE FOUNDATION
695 PARK AVENEW YORKNY10065PUBLIC CHARITYGENERAL FUND$275,000
ICAHN SCHOOL OF MEDICINE AT MT SINAI
1 GUSTAVE L LEVY PLACENEW YORKNY10029PUBLIC CHARITYGENERAL FUND$10,000
INTERNATIONAL CENTER OF PHOTOGRAPHY
1114 6TH AVENEW YORKNY10036PUBLIC CHARITYGENERAL FUND$2,500
INTERNATIONAL HOUSE
500 RIVERSIDE DRNEW YORKNY10027PUBLIC CHARITYGENERAL FUND$2,500
INTERNATIONAL TENNIS HALL OF FAME
194 BELLEVUE AVENEWPORTRI02840PUBLIC CHARITYGENERAL FUND$125,188
JACOBS PILLOW
358 GEORGE CARTER RDBECKETMA01223PUBLIC CHARITYGENERAL FUND$5,000
JAMES A GREENLEAF MEMORIAL SCHOLARSHIP FUND
PO BOX 420WATERFORDCT06385PUBLIC CHARITYGENERAL FUND$1,000
JAMES BLAKE FOUNDATION
1360 EAST 9TH STCLEVELANDOH44114PUBLIC CHARITYGENERAL FUND$2,500
JAZZ AT LINCOLN CENTER
3 COLUMBUS CIRCLENEW YORKNY10019PUBLIC CHARITYGENERAL FUND$1,311,239
JEWISH MUSEUM
1109 5TH AVENEW YORKNY10128PUBLIC CHARITYGENERAL FUND$15,000
JOYCE THEATER FOUNDATION
175 8TH AVENEW YORKNY10011PUBLIC CHARITYGENERAL FUND$15,000
JULLIARD SCHOOL
144 WEST 66TH STNEW YORKNY10023PUBLIC CHARITYGENERAL FUND$23,500
KAUFMAN MUSIC CENTER
129 WEST 67TH STNEW YORKNY10023PUBLIC CHARITYGENERAL FUND$1,000
KEIGWIN & COMPANY
143 WEST 29TH STNEW YORKNY10001PUBLIC CHARITYGENERAL FUND$2,500
LABIENBARTENIEFF INSTITUTE OF MOVEMENT
138 SOUTH OXFORD STREETBROOKLYNNY11217PUBLIC CHARITYGENERAL FUND$7,500
LANGUAGE OF DANCE CENTER
5217 OLD SPICEWOOD SPRINGS ROADAUSTINTX78731PUBLIC CHARITYGENERAL FUND$5,000
LEARNING LEADERS
80 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYGENERAL FUND$2,500
LEO BAECK INSTITUTE
15 WEST 16TH STNEW YORKNY10011PUBLIC CHARITYGENERAL FUND$35,000
LINCOLN CENTER FOR THE PERFORMING ARTS
70 LINCOLN CENTER PLAZANEW YORKNY10023PUBLIC CHARITYGENERAL FUND$143,500
LITERACY NETWORK OF SOUTH BERKSHIRE
100 MAIN STLEEMA01238PUBLIC CHARITYGENERAL FUND$1,000
LOTOS CLUB
5 EAST 66TH STNEW YORKNY10065PUBLIC CHARITYGENERAL FUND$1,000
LUBOVITCH DANCE FOUNDATION
229 WEST 42ND STNEW YORKNY10036PUBLIC CHARITYGENERAL FUND$1,000
MANHATTAN THEATER CLUB
311 WEST 43RD STREETNEW YORKNY10038PUBLIC CHARITYGENERAL FUND$8,000
MANHATTAN YOUTH BALLET
248 WEST 60TH STNEW YORKNY10023PUBLIC CHARITYGENERAL FUND$1,000
MARTHA GRAHAM CENTER
316 EAST 63RD STREETNEW YORKNY10065PUBLIC CHARITYGENERAL FUND$3,500
MARTHA HILL DANCE FUND
451 WEST 50TH STREETNEW YORKNY10019PUBLIC CHARITYGENERAL FUND$1,000
MARYMOUNT MANHATTAN COLLEGE
221 EAST 71ST STNEW YORKNY10021PUBLIC CHARITYGENERAL FUND$1,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028PUBLIC CHARITYGENERAL FUND$28,000
METROPOLITAN OPERA
LINCOLN CENTER PLAZANEW YORKNY10023PUBLIC CHARITYGENERAL FUND$70,000
MONICA BILL BARNES & COMPANY
41 PERRY STREETNEW YORKNY10014PUBLIC CHARITYGENERAL FUND$2,500
MOTHERS AGAINST DRUNK DRIVING
511 EAST JOHN CARPENTER FREEWAYIRVINGTX75062PUBLIC CHARITYGENERAL FUND$1,000
MOUNT SINAI HOSPITAL CENTER
1 GUSTAVE L LEVY PLACENEW YORKNY10029PUBLIC CHARITYGENERAL FUND$120,000
MOVING FOR LIFE
49 WEST 27TH STNEW YORKNY10001PUBLIC CHARITYGENERAL FUND$1,000
MOVING ON CENTER
181 FARRELLY DRIVESAN LEANDROCA94577PUBLIC CHARITYGENERAL FUND$5,000
MUSEUM OF ARTS & DESIGN
2 COLUMBUS CIRLCENEW YORKNY10019PUBLIC CHARITYGENERAL FUND$2,500
MUSEUM OF MODERN ART
11 WEST 53RD STNEW YORKNY10019PUBLIC CHARITYGENERAL FUND$3,000
MUSEUM OF THE CITY OF NEW YORK
1220 5TH AVENUENEW YORKNY10029PUBLIC CHARITYGENERAL FUND$5,000
NATIONAL COMMITTEE ON AMERICAN FOREIGN POLICY
320 PARK AVENEW YORKNY10022PUBLIC CHARITYGENERAL FUND$1,000
NATIONAL COUNCIL ON ALCOHOLISM AND DRUG DEPENDENCE
217 BROADWAYNEW YORKNY10007PUBLIC CHARITYGENERAL FUND$1,000
NATIONAL DANCE EDUCATION ORGANIZATION
8609 2ND AVESILVER SPRINGMD20910PUBLIC CHARITYGENERAL FUND$10,000
NATIONAL DANCE INSTITUTE
217 WEST 147TH STREETNEW YORKNY10039PUBLIC CHARITYGENERAL FUND$1,000
NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH
470 PARK AVENUENEW YORKNY10016PUBLIC CHARITYGENERAL FUND$5,000
NAUMBURG ORCHESTRAL CONCERTS
50 GLENWOOD ROADPLAINVIEWNY11803PUBLIC CHARITYGENERAL FUND$1,000
NEUE GALERIE NEW YORK
1048 5TH AVENEW YORKNY10028PUBLIC CHARITYGENERAL FUND$1,000
NEW 42ND STREET
229 WEST 42ND STNEW YORKNY10036PUBLIC CHARITYGENERAL FUND$3,500
NEW AMSTERDAM SINGERS
PO BOX 373NEW YORKNY10025PUBLIC CHARITYGENERAL FUND$1,000
NEW SCHOOL
66 WEST 12TH STNEW YORKNY10011PUBLIC CHARITYGENERAL FUND$900,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY10458PUBLIC CHARITYGENERAL FUND$2,500
NEW YORK CITY BALLET
20 LINCOLN CENTERNEW YORKNY10023PUBLIC CHARITYGENERAL FUND$2,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY10019PUBLIC CHARITYGENERAL FUND$120,000
NEW YORK CITY OPERA
75 BROAD STNEW YORKNY10004PUBLIC CHARITYGENERAL FUND$7,500
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024PUBLIC CHARITYGENERAL FUND$5,000
NEW YORK LIVE ARTS
219 WEST 19TH STNEW YORKNY10011PUBLIC CHARITYGENERAL FUND$4,200
NEW YORK PUBLIC LIBRARY
11 WEST 40TH STNEW YORKNY10018PUBLIC CHARITYGENERAL FUND$10,000
NEW YORK SCHOOL OF INTERIOR DESIGN
170 EAST 70TH STNEW YORKNY10021PUBLIC CHARITYGENERAL FUND$3,000
NEW YORK STEM CELL FOUNDATION
178 COLUMBUS AVENEW YORKNY10023PUBLIC CHARITYGENERAL FUND$10,000
NORTH STAR FUND
520 8TH AVENEW YORKNY10018PUBLIC CHARITYGENERAL FUND$2,500
NORTHSIDE CENTER FOR CHILD DEVELOPMENT
1301 5TH AVENEW YORKNY10029PUBLIC CHARITYGENERAL FUND$3,500
NOUVEAU CLASSIC PROJECT
365 WEST 52ND STNEW YORKNY10019PUBLIC CHARITYGENERAL FUND$1,000
NYU SCHOOL OF MEDICINE
550 1ST AVENEW YORKNY10016PUBLIC CHARITYGENERAL FUND$100,000
OPERA AMERICA
330 7TH AVENUENEW YORKNY10001PUBLIC CHARITYGENERAL FUND$1,000
ORCHESTRA OF ST LUKES
450 WEST 37TH STNEW YORKNY10018PUBLIC CHARITYGENERAL FUND$1,000
PAL
34 1/2 EAST 12TH STNEW YORKNY10003PUBLIC CHARITYGENERAL FUND$3,500
PARK AVENUE ARMORY
643 PARK AVENUENEW YORKNY10065PUBLIC CHARITYGENERAL FUND$5,000
PARSONS THE NEW SCHOOL OF DESIGN
66 5TH AVENEW YORKNY10011PUBLIC CHARITYGENERAL FUND$3,000
PASSAIC COUNTY TECHNICAL INSTITUTE
45 REINHARDT RDWAYNENJ07470PUBLIC CHARITYGENERAL FUND$5,000
PILOBOLUS
PO BOX 388WASHINGTON DTCT06794PUBLIC CHARITYGENERAL FUND$5,000
PLANNED PARENTHOOD
434 WEST 33RD STREETNEW YORKNY10001PUBLIC CHARITYGENERAL FUND$1,000
PREP FOR PREP
328 WEST 71ST STNEW YORKNY10023PUBLIC CHARITYGENERAL FUND$5,000
PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003PUBLIC CHARITYGENERAL FUND$6,000
REGIONAL HOSPICE OF WESTERN CONNECTICUT
405 MAIN STDANBURYCT06810PUBLIC CHARITYGENERAL FUND$2,000
RESOURCES FOR CHILDREN WITH SPECIAL NEEDS
116 EAST 16TH STREETNEW YORKNY10003PUBLIC CHARITYGENERAL FUND$1,000
RIVERSIDE SYMPHONY
225 WEST 99TH STREETNEW YORKNY10025PUBLIC CHARITYGENERAL FUND$1,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENEW YORKNY10065PUBLIC CHARITYGENERAL FUND$5,000
RONALD MCDONALD HOUSE
405 EAST 73RD STNEW YORKNY10021PUBLIC CHARITYGENERAL FUND$2,500
ROXBURY LAND TRUST
7 SOUTH STROXBURYCT06783PUBLIC CHARITYGENERAL FUND$2,500
SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY10023PUBLIC CHARITYGENERAL FUND$5,000
SCOTTY FUND
PO BOX 1080BETHELCT06801PUBLIC CHARITYGENERAL FUND$1,000
SECOND STAGE THEATER
305 WEST 43RD STNEW YORKNY10036PUBLIC CHARITYGENERAL FUND$2,000
SERIOUSFUN CHILDRENS NETWORK
228 SAUGATUCK AVEWESTPORTCT06880PUBLIC CHARITYGENERAL FUND$2,500
SETAUKET YACHT CLUB
PO BOX 138PORT JEFFERSONNY11777PUBLIC CHARITYGENERAL FUND$10,000
SHEN WEI DANCE ARTS
246 WEST 38TH STREETNEW YORKNY10018PUBLIC CHARITYGENERAL FUND$1,000
SING FOR HOPE
575 8TH AVENEW YORKNY10018PUBLIC CHARITYGENERAL FUND$100,000
SOUTH STREET SEAPORT
12 FULTON STNEW YORKNY10038PUBLIC CHARITYGENERAL FUND$2,500
ST ANN'S WAREHOUSE
45 MAIN STREETBROOKLYNNY11201PUBLIC CHARITYGENERAL FUND$5,000
STORM KING ART CENTER
PO BOX 280MOUNTAINVILLENY10953PUBLIC CHARITYGENERAL FUND$5,000
SYLVIA CENTER
304 HUDSON STNEW YORKNY10013PUBLIC CHARITYGENERAL FUND$5,000
SYMPHONY SPACE
2537 BROADWAYNEW YORKNY10025PUBLIC CHARITYGENERAL FUND$5,000
TEACHERS COLLEGE
525 WEST 120TH STREETNEW YORKNY10027PUBLIC CHARITYGENERAL FUND$35,000
TECHTONIC THEATER PROJECT
520 8TH AVENEW YORKNY10018PUBLIC CHARITYGENERAL FUND$10,000
THE FIELD
161 6TH AVENEW YORKNY10013PUBLIC CHARITYGENERAL FUND$3,000
THE KITCHEN
512 WEST 19TH STNEW YORKNY10011PUBLIC CHARITYGENERAL FUND$15,000
THE MOTH
481 BROADWAYNEW YORKNY10013PUBLIC CHARITYGENERAL FUND$5,000
THE YARD
PO BOX 405CHILMARKMA02535PUBLIC CHARITYGENERAL FUND$1,000
THEATER DEVELOPMENT FUND
520 8TH AVENEW YORKNY10018PUBLIC CHARITYGENERAL FUND$1,000
THEATER FOR THE NEW CITY
155 1ST AVENEW YORKNY10003PUBLIC CHARITYGENERAL FUND$600
THIRTEENWNET
825 8TH AVENEW YORKNY10019PUBLIC CHARITYGENERAL FUND$900,000
THRESHOLD DANCE PROJECTS
246 WEST 38TH STREETNEW YORKNY10018PUBLIC CHARITYGENERAL FUND$35,000
TRINITY SCHOOL
139 WEST 91ST STNEW YORKNY10024PUBLIC CHARITYGENERAL FUND$500,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104PUBLIC CHARITYGENERAL FUND$338,250
TURTLES INC
111 CARPENTER AVENUENEW YORKNY11579PUBLIC CHARITYGENERAL FUND$5,000
UC REGENTS
1111 FRANKLIN STREETOAKLANDCA94607PUBLIC CHARITYGENERAL FUND$24,250
UC SANTA BARBARA FOUNDATION
OFFICE OF DEVELOPMENTSANTA BARBARACA93106PUBLIC CHARITYGENERAL FUND$505,095
UNIVERSITY OF PENNSYLVANIA
3400 SPRUCE STPHILADELPHIAPA19104PUBLIC CHARITYGENERAL FUND$160,650
UNIVERSITY OF WISCONSIN FOUNDATION
702 WEST JOHNSON STREETMADISONWI53706PUBLIC CHARITYGENERAL FUND$20,500
UNTERMYER GARDENS CONSERVANCY
945 NORTH BROADWAYYONKERSNY10701PUBLIC CHARITYGENERAL FUND$2,500
VASSER COLLEGE
124 RAYMOND AVENUEPOUGHKEEPSIENY12604PUBLIC CHARITYGENERAL FUND$80,500
WASHINGTON ART ASSOCIATION
4 BRYAN HALL PLAZAWASHINGTON DEPOTCT06794PUBLIC CHARITYGENERAL FUND$1,000
WESTPORT ARTS CENTER
51 RIVERSIDE AVEWESTPORTCT06880PUBLIC CHARITYGENERAL FUND$6,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021PUBLIC CHARITYGENERAL FUND$10,000
WORLD MONUMENTS FUND
350 5TH AVENEW YORKNY10001PUBLIC CHARITYGENERAL FUND$3,000
WORLD POLICY INSTITUTE
108 WEST 39TH STNEW YORKNY10018PUBLIC CHARITYGENERAL FUND$115,000
WSCU FOUNDATION
181 WHITE STDANBURYCT06810PUBLIC CHARITYGENERAL FUND$50,000
YOUNG AUDIENCES
171 MADISON AVENEW YORKNY10016PUBLIC CHARITYGENERAL FUND$15,000
YOUNG CONCERT ARTISTS INC
250 WEST 57TH STNEW YORKNY10107PUBLIC CHARITYGENERAL FUND$5,000
YOUNG DANCEMAKERS COMPANY
33 CENTRAL PARK WESTNEW YORKNY10023PUBLIC CHARITYGENERAL FUND$10,000
YOUTH AMERICA GRAND PRIX
PO BOX 221129CATONSVILLEMD21228PUBLIC CHARITYGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,089,703TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$6,704,685RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$1,076,492RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Related Or Exempt Function Incm$6,391,495RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$14,172,672RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,172,672TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4,3ALL ACTIVITIES ARE CONDUCTED FOR THE SOLE PURPOSE OF RAISING FUNDS
7,8FOR THE TAX-EXEMPT FUNCTION

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPETER SELIGMANNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9845AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98109ZIPCode
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$80,000Amt
Net Investment Income$40,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$40,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$761,665EOYBookValueAmt
EOYFMV$819,064EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS$11,021,935$23,508,147
MUTUAL FUNDS$48,358,457$58,194,564

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIPSAT COST$230,182,220$243,821,722
REAL ESTATE-37 SUNSET HILLFMV$1,000,000$1,000,000
REAL ESTATE-31 SUNSET HILLFMV$1,720,000$1,720,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$8,771LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,771DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO DEDUCTIONS THRU K-1S$2,111,679$2,111,679$0
PROPERTY REPAIRS$7,067$7,067$0
BROKERAGE FEES$20,448$20,448$0
BANK FEES AND CHARGES$1,300$1,300$0
ADMINISTRATION COSTS$33,500$16,750$16,750
INSURANCE$6,066$6,066$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ORDINARY LOSSES THRU K-1S-$296,508-$296,508-$296,508
REAL ESTATE INCOME THRU K-1S$16,193$16,193$16,193
SEC 1231 GAINS THRU K-1S$132,842$132,842$132,842
OTHER INCOME THRU K-1S$1,205,070$1,205,070$1,205,070
ROYALTIES THRU K-1S$717$717$717
INSURANCE CLAIM$12,300$12,300$12,300
TAX REFUND$5,878$5,878$5,878

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON SECURITIES DONATEDDescription
Amount$827,773Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES THRU K-1S$118,992$118,992$0
FOREIGN TAXES THRU BROKERAGE$14,159$14,159$0
NYS CORP EXCISE TAX -CT-13$1,500$1,500$0
REAL ESTATE TAX$20,843$20,843$0

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