JEROME FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEROME FOUNDATION INC (EIN 41-6035163)
Tax period
2013-05-01 to 2014-04-30
Filed
2014-09-11
IRS object ID
201442549349100709
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)
Return2014-09-11T14:33:21-05:00ReturnTs
Tax Period End2014-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 S 6TH ST 2300AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416035163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEROME FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEROBusinessNameControlTxt
Phone6512249431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 SIBLEY STREET NO 125AddressLine1
CitySAINT PAULCity
StateMNState
ZIP Code55101ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA A GEHRIGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6512249431PhoneNum
Signature2014-08-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANNE HICKOK CPAPreparerPersonNm
PTINP00043906PTIN
Phone6128764500PhoneNum
Preparation2014-08-29PreparationDt
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$94,556,666FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,577,838DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,577,838DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,900NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,559,444GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,900CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,659,738TotalRevAndExpnssAmt
Total Net Invst Incm$2,624,738TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$248,074CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,807CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$223,266CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$330,355OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$7,140OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$323,215OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$66,318PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,388PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$63,788PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$745LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$745LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,160AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,864AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,496AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$207,172OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$182,286OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$23,096OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$64,834TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,941TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$32,893TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$140DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$61,568OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,078OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$58,489OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$65,325TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$66,965TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,396PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,396PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,221OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$661OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,460OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,087,308TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$229,165TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$827,809TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,213,390ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,597,260ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,300,698TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$229,165TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,425,069TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,640,960ExcessRevenueOverExpensesAmt
Net Investment Income$2,395,573NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,102CashBOYAmt
Cash EOY$97,567CashEOYAmt
Cash EOYFMV$97,567CashEOYFMVAmt
Prepaid Expenses BOY$21,315PrepaidExpensesBOYAmt
Prepaid Expenses EOY$27,359PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$27,359PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$4,386,447USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,473,105USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,473,105USGovtObligationsEOYFMVAmt
Corporate Stock BOY$63,334,806CorporateStockBOYAmt
Corporate Stock EOY$69,472,208CorporateStockEOYAmt
Corporate Stock EOYFMV$69,472,208CorporateStockEOYFMVAmt
Corporate Bonds BOY$14,462,530CorporateBondsBOYAmt
Corporate Bonds EOY$14,608,950CorporateBondsEOYAmt
Corporate Bonds EOYFMV$14,608,950CorporateBondsEOYFMVAmt
Other Investments BOY$2,567,810OtherInvestmentsBOYAmt
Other Investments EOY$2,664,526OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,664,526OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$153,255LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$146,655LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$6,600LandEOYAmt
Land EOYFMV$6,600LandEOYFMVAmt
Other Assets BOY$2,787,849OtherAssetsBOYAmt
Other Assets EOY$3,206,351OtherAssetsEOYAmt
Other Assets EOYFMV$3,206,351OtherAssetsEOYFMVAmt
Total Assets BOY$87,591,859TotalAssetsBOYAmt
Total Assets EOY$94,556,666TotalAssetsEOYAmt
Total Assets EOYFMV$94,556,666TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,463AccountsPayableBOYAmt
Accounts Payable EOY$3,654AccountsPayableEOYAmt
Grants Payable BOY$1,013,478GrantsPayableBOYAmt
Grants Payable EOY$629,608GrantsPayableEOYAmt
Other Liabilities BOY$87,360OtherLiabilitiesBOYAmt
Other Liabilities EOY$99,930OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,104,301TotalLiabilitiesBOYAmt
Total Liabilities EOY$733,192TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$83,699,709UnrestrictedBOYAmt
Unrestricted EOY$90,617,123UnrestrictedEOYAmt
Temporarily Restricted BOY$2,787,849TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$3,206,351TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$86,487,558TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$93,823,474TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$87,591,859TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$94,556,666TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$86,487,558TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,640,960ExcessRevenueOverExpensesAmt
Other Increases$8,985,020OtherIncreasesAmt
Subtotal$93,831,618SubtotalAmt
Other Decreases$8,144OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$93,823,474TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CLASS ACTION LAWSUIT SETTLEMENT INCOMEP$18,093$18,093$18,093
SECURITIES LITIGATION SETTLEMENTP$1,351$1,351$1,351
PUBLICLY TRADED SECURITIES$4,540,000$27,456$27,456$4,512,544
FieldValueIRS element (for citing)
Capital Gain Net Income$46,900CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,942,192AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$77,443,169NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050904DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,636,692AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$74,541,476NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048787DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,762,213AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$74,778,731NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050311DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,493,397AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$67,226,379NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051965DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,401,049AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$65,927,659NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051588DistributionYr5Rt
Total Distribution0.253555TotalDistributionRt
Average Distribution0.050711AverageDistributionRt
Net Vl Noncharitable Assets$86,780,538NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,400,728AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$23,956NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,424,684AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,425,069QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$23,956InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,956SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,956TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$51,314EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$51,314TotalPaymentsAndCreditsAmt
Overpayment$27,358OverpaymentAmt
Applied To ES Tax$27,358AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
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 AddressWWW.JEROMEFDN.ORGWebsiteAddressTxt
Individual With BooksKAREN FJORDENIndividualWithBooksNm
Phone6512249431PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 SIBLEY STREET SUITE 125AddressLine1
CitySAINT PAULCity
StateMNState
ZIP Code55101ZIPCode
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR CARLYLE BROWN
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR2.00$0$0$0
MS BARBARA HUNT MCLANAHAN
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR, SECRETARY2.00$0$0$0
MR CALOGERO SALVO
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR, VICE CHAIR2.00$0$0$0
MR CHARLES ZELLE
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR, CHAIR2.00$0$0$0
MS CYNTHIA GEHRIG
400 SIBLEY STREET SUITE 125ST PAULMN55101PRESIDENT40.00$205,853$41,717$504
DR GARY NAN TIE
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR, TREASURER2.00$0$0$0
MR PHILIP BITHER
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR2.00$0$0$0
MS PATRICIA HAMPL
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR2.00$0$0$0
MS ELIZABETH STREB
400 SIBLEY STREET SUITE 125ST PAULMN55101DIRECTOR2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ROBERT BYRD
400 SIBLEY STREET SUITE 125ST PAULMN55101PROGRAM DIRECTOR40.00$87,919$19,291$0
ELEANOR SAVAGE
400 SIBLEY STREET SUITE 125ST PAULMN55101SENIOR PROGRAM OFFIC40.00$77,926$19,093$0
KAREN FJORDEN
400 SIBLEY STREET SUITE 125ST PAULMN55101CONTROLLER32.00$71,395$23,883$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VANGUARD INSTITUTIONAL ADVISORY SERVICESBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2900AddressLine1
CityVALLEY FORGECity
StatePAState
ZIP Code194822900ZIPCode
FieldValueIRS element (for citing)
Service TypeINVESTMENT SERVICESServiceTypeTxt
Compensation$180,845CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NEW YORK CITY FILM AND VIDEO PROGRAM 2013-14:(SEE ATTACHED STATEMENT FOR DESCRIPTION)Description1Txt
Expenses1$352,537Expenses1Amt
Description2TRAVEL AND STUDY GRANT PROGRAM 2013-14:(SEE ATTACHED STATEMENT FOR DESCRIPTION)Description2Txt
Expenses2$275,803Expenses2Amt
Description3MINNESOTA FILM AND VIDEO PROGRAM 2013-14:(SEE ATTACHED STATEMENT FOR DESCRIPTION)Description3Txt
Expenses3$115,647Expenses3Amt
Description4GENERAL GRANTS PROGRAM AND SERVICE PROGRAM 2013-14:(SEE ATTACHED STATEMENT FOR DESCRIPTION)Description4Txt
Expenses4$2,469,403Expenses4Amt

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$87,790,890AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$277,220AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$33,959FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$88,102,069TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$88,102,069AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,321,531CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,780,538NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,339,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,339,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,956TaxBasedOnInvestmentIncomeAmt
Total Tax$23,956TotalTaxAmt
Distributable Before Adj$4,315,071DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,315,071DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,315,071DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,425,069ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,425,069QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$23,956PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,401,113AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,315,071DistributableAsAdjustedAmt
Undistributed Income PY$283,891UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,425,069QualifyingDistributionsAmt
Applied To Year1$283,891AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,141,178AppliedToCurrentYearAmt
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$173,893UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
THE JEROME FOUNDATION
400 SIBLEY STREET SUITE 125SAINT PAULMN551016512249431THE JEROME FOUNDATION OPERATES A GRANT MAKING PROGRAM FOCUSING ON THE ARTS. ALL GRANTS ARE MADE TO TAX EXEMPT NONPROFIT INSTITUTIONS WITH THE EXCEPTION OF THE NEW YORK CITY FILM AND VIDEO PROGRAM, THE MINNESOTA FILM AND VIDEO PROGRAM AND THE TRAVEL AND STUDY GRANT PROGRAM, IN WHICH GRANTS ARE GIVEN DIRECTLY TO INDIVIDUAL ARTISTS, PURSUANT TO AN IRS-APPROVED PROCEDURE. APPLICATION FORMS ARE PROVIDED BY THE FOUNDATION OR MAY ALSO BE OBTAINED AND SUBMITTED ONLINE AT WWW.JEROMEFDN.ORG.PROPOSALS ARE CONTINOUSLY REVIEWED FOUR TIMES A YEAR BY AN EIGHT-MEMBER BOARD OF DIRECTORS.A LIST OF APPLICATION REQUIREMENTS IS AVAILABLE TO POTENTIAL APPLICANTS. APPLICATIONS SHOULD INCLUDE A DESCRIPTION OF THE PROJECT, A BUDGET, A PROPOSED METHOD FOR EVALUATION, RESUMES OF KEY PERSONNEL, A COPY OF THE APPLICANT ORGANIZATION'S IRS NONPROFIT DETERMINATION LETTER, A LIST OF THE BOARD OF DIRECTORS AND FREQUENCY OF MEETINGS, A RECENT FINANCIAL STATEMENT, AND THE PROPER ASSURANCES THAT REPORTS WILL BE SUBMITTED ON TIME. THE FOUNDATION'S MISSION IS TO SUPPORT THE CREATION OF NEW ARTISTIC WORKS BY EMERGING ARTISTS IN DANCE, FILM AND VIDEO, MUSIC, LITERATURE, MULTIDISCIPLINARY WORK, THEATER, AND THE VISUAL ARTS IN THE STATE OF MINNESOTA AND NEW YORK CITY. COMPLETE INFORMATION ON THE FOUNDATION'S GRANT MAKING ACTIVITIES AND A PROGRAM BROCHURE ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND BY REQUEST.
ROBERT BYRD PROGRAM DIRECTOR
400 SIBLEY STREET SUITE 125SAINT PAULMN551016512249431AN APPLICATION MUST INCLUDE A DESCRIPTION OF THE PROPOSED FILM AND VIDEO PROJECT, A BUDGET FOR THE PROJECT, THE DATE BY WHICH IT IS INTENDED TO BE COMPLETED, A RESUME AND SAMPLE WORK. APPLICATION FORMS ARE PROVIDED BY THE FOUNDATION OR MAY ALSO BE OBTAINED AND SUBMITTED ONLINE AT WWW.JEROMEFDN.ORG.APPLICATIONS ARE ACCEPTED IN ACCORDANCE WITH AN ANNUAL SUBMISSION DEADLINE.THE INDIVIDUAL GRANTS FOR FILM AND VIDEO PROJECTS ARE RESTRICTED TO RESIDENTS OF MINNESOTA.
ROBERT BYRD PROGRAM DIRECTOR
400 SIBLEY STREET SUITE 125SAINT PAULMN551016512249431AN APPLICATION MUST INCLUDE A DESCRIPTION OF THE PROPOSED FILM AND VIDEO PROJECT, A BUDGET FOR THE PROJECT, THE DATE BY WHICH IT IS INTENDED TO BE COMPLETED, AND A RESUME. APPLICATION FORMS ARE PROVIDED BY THE FOUNDATION OR MAY ALSO BE OBTAINED AND SUBMITTED ONLINE AT WWW.JEROMEFDN.ORG. SAMPLE FILM AND VIDEO WORK IS REQUESTED LATER FOR THE PANEL REVIEW MEETING. THEY MEET THREE TIMES PER YEAR.APPLICATIONS ARE ACCEPTED AT ANY TIME.THE INDIVIDUAL GRANTS FOR FILM AND VIDEO PROJECTS ARE RESTRICTED TO RESIDENTS OF THE FIVE BOROUGHS OF NEW YORK CITY.
ROBERT BYRD PROGRAM DIRECTOR
400 SIBLEY STREET SUITE 125SAINT PAULMN551016512249431APPLICATION FORMS ARE PROVIDED BY THE FOUNDATION OR MAY ALSO BE OBTAINED AND SUBMITTED ONLINE AT WWW.JEROMEFDN.ORG. THE APPLICATION REQUIRES THE APPLICANT TO DESCRIBE THE PROPOSED STUDY AND TRAVEL PROJECT, INCLUDE A BUDGET, AND SPECIFY A TIMELINE. THE APPLICATION FORM MUST BE ACCOMPANIED BY A RESUME AND WORK SAMPLES.APPLICATIONS ARE ACCEPTED IN JANUARY/FEBRUARY OF EACH CALENDAR YEAR.INDIVIDUAL GRANTS FOR TRAVEL AND STUDY ARE RESTRICTED TO MINNESOTA AND NEW YORK CITY RESIDENT ARTISTS AND MINNESOTA NONPROFIT ARTS ADMINISTRATORS.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (168 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
JOHN AKRE
1518 NE 4TH STREET 2MINNEAPOLISMN55413NONEN/AFILM AND VIDEO PRODUCTION$2,000
MITCHELL ARENS
2645 NORCREST AVENUE NORTHSTILLWATERMN55082NONEN/AFILM AND VIDEO PRODUCTION$17,500
ANDREW MARTIN
26 18TH AVENUE NEMINNEAPOLISMN55418NONEN/AFILM AND VIDEO PRODUCTION$2,300
ANAL SHAH
2543 EMERSON AVENUE SOUTH 3MINNEAPOLISMN55405NONEN/AFILM AND VIDEO PRODUCTION$3,900
BRENNAN VANCE
4212 42ND STREET WESTEDINAMN55416NONEN/AFILM AND VIDEO PRODUCTION$25,000
CALEB WOOD
37800 AMEN LAKE ROADDEER RIVERMN56636NONEN/AFILM AND VIDEO PRODUCTION$2,000
JEROME FOUNDATION - PROGRAM ADMIN (MINNESOTA FILM & VIDEO PROGRAM)
400 SIBLEY STREET SUITE 125ST PAULMN55101NONEN/AGRANTS FOR PROGRAM ADMINISTRATION OF THE MINNESOTA FILM AND VIDEO PROGRAM OF JEROME FOUNDATION$9,000
PRISCILLA ANANY
1889 SEDGWICK AVENUE APT 6DBRONXNY10453NONEN/AFILM AND VIDEO PRODUCTION$10,300
CORRINE BOTZ
15 DUNHAM PLACE APT 6KBROOKLYNNY11249NONEN/AFILM AND VIDEO PRODUCTION$10,000
AARON BROOKNER
3 WASHINGTON SQUARE VILLAGE APT 2HNEW YORKNY10012NONEN/AFILM AND VIDEO PRODUCTION$30,000
LUIGI CAMPI
330 MELROSE STREET APT 2BROOKLYNNY11237NONEN/AFILM AND VIDEO PRODUCTION$15,000
SAM CULLMAN & JENNIFER GRAUSMAN
45 WEST 67TH STREET 9CNEW YORKNY10023NONEN/AFILM AND VIDEO PRODUCTION$15,000
SCOTT CUMMINGS
530F GRAND STREET APT 10DNEW YORKNY10002NONEN/AFILM AND VIDEO PRODUCTION$10,000
ANNA FAHR
394 EAST 8TH STREET APT 6ANEW YORKNY10009NONEN/AFILM AND VIDEO PRODUCTION$15,000
SAM FEDER
175 OCEAN PARKWAY 4ABROOKLYNNY11218NONEN/AFILM AND VIDEO PRODUCTION$20,000
DAVID FIGUEROA
659 ST MARKS AVENUE 7BROOKLYNNY11216NONEN/AFILM AND VIDEO PRODUCTION$7,500
CARRIE HAWKS
315 OCEAN PARKWAY APT 4LBROOKLYNNY11218NONEN/AFILM AND VIDEO PRODUCTION$1,440
YUKI KOKUBO
130 W 16TH STREET APT 51NEW YORKNY10011NONEN/AFILM AND VIDEO PRODUCTION$13,000
SHONA MASARIN
1720 GROVE STREET APT 2RIDGEWOODNY11385NONEN/AFILM AND VIDEO PRODUCTION$5,000
KEITH MILLER
306 17TH STREET 2BROOKLYNNY11215NONEN/AFILM AND VIDEO PRODUCTION$10,000
MELISSA MONTERO & HUGO PEREZ
90-58 53RD AVENUEELMHURSTNY11373NONEN/AFILM AND VIDEO PRODUCTION$12,500
CRYSTAL MOSELLE
279 CLERMONT AVENUE 3BROOKLYNNY11205NONEN/AFILM AND VIDEO PRODUCTION$15,000
ANDREW NAM CHUL OSBORNE
30 GARFIELD PLACE SUITE PHEBROOKLYNNY11215NONEN/AFILM AND VIDEO PRODUCTION$10,000
BENT-JORGEN PERLMUTT
447 CLINTON AVENUE 2RBROOKLYNNY11238NONEN/AFILM AND VIDEO PRODUCTION$15,000
VINCE PEONE & JOSH RUBEN
321 BROADWAY 2BROOKLYNNY11211NONEN/AFILM AND VIDEO PRODUCTION$20,000
DAVID SAMPLINER
154 CALYER STREET 1BROOKLYNNY11222NONEN/AFILM AND VIDEO PRODUCTION$15,000
CHRIS TEAGUE
317 3RD STREET APT 2CBROOKLYNNY11215NONEN/AFILM AND VIDEO PRODUCTION$30,000
JESSICA WALKER
253 CUMBERLAND STREET 104BROOKLYNNY11205NONEN/AFILM AND VIDEO PRODUCTION$9,055
JEROME FOUNDATION - PROGRAM ADMIN (NEW YORK CITY FILM & VIDEO PROGRAM)
400 SIBLEY STREET SUITE 125ST PAULMN55101NONEN/AGRANTS FOR PROGRAM ADMINISTRATION OF THE NEW YORK FILM AND VIDEO PROGRAM OF JEROME FOUNDATION$37,485
EPHRAT BOUNCE ASHERIE
345 WEST 145TH STREET 8B3NEW YORKNY10031NONEN/ATRAVEL AND STUDY GRANT TRIP$2,650
CHRISTOPHER ATKINS
1929 FREMONT AVENUE SOUTH 33MINNEAPOLISMN55403NONEN/ATRAVEL AND STUDY GRANT TRIP$1,582
THOMAS BANGSTED
15 LAWTON STREET APT 21BROOKLYNNY11221NONEN/ATRAVEL AND STUDY GRANT TRIP$2,592
ANGELA BEALLOR
70 LEFFERTS PLACEBROOKLYNNY11238NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
LYDIA BLAISDELL
30 LAFAYETTE AVENUEBROOKLYNNY11217NONEN/ATRAVEL AND STUDY GRANT TRIP$4,968
NICHOLAS BOGGS
221 NORTH 11TH STREET 3BROOKLYNNY11211NONEN/ATRAVEL AND STUDY GRANT TRIP$4,250
CATHERINE CHUNG
66 7TH AVENUE 3BNEW YORKNY10011NONEN/ATRAVEL AND STUDY GRANT TRIP$4,000
DULCINEA DETWAH (CORNELIA MCPHERSON)
160 SCHERMERHORN STREET APT 918BROOKLYNNY11201NONEN/ATRAVEL AND STUDY GRANT TRIP$3,300
ADRIENNE DORN
3640 MINNEHAHA AVENUEMINNEAPOLISMN55406NONEN/ATRAVEL AND STUDY GRANT TRIP$4,533
KRISTOPHER DOUGLAS
117 13TH AVENUE NWROCHESTERMN55901NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
ASUKA GOTO
125 OCEAN AVENUE 1FBROOKLYNNY11225NONEN/ATRAVEL AND STUDY GRANT TRIP$4,682
ANTHONY HAMBOUSSI
9459 RIDGE BOULEVARDBROOKLYNNY11209NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
PAUL HERWIG
3540 34TH AVENUE SOUTHMINNEAPOLISMN55406NONEN/ATRAVEL AND STUDY GRANT TRIP$4,530
SUMMER JOY HILLS-BONCZYK
5809 EMERSON AVENUE SMINNEAPOLISMN55419NONEN/ATRAVEL AND STUDY GRANT TRIP$4,922
KATHY HUANG
233 DEAN STREET APT 3BROOKLYNNY11217NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
JANELLE IGLESIAS
198-60 POMPEII AVENUEHOLLISNY11423NONEN/ATRAVEL AND STUDY GRANT TRIP$4,190
HANNAH KRAMER
2620 STEVENS AVENUE 2MINNEAPOLISMN55408NONEN/ATRAVEL AND STUDY GRANT TRIP$2,400
ANTHONY MARCHETTI
1812 WASHINGTON STREET NEMINNEAPOLISMN55418NONEN/ATRAVEL AND STUDY GRANT TRIP$1,105
ANNA METCALFE
2813 29TH AVENUE SOUTHMINNEAPOLISMN55406NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
ALESHIA MUELLER
720 28TH AVENUE NWBACKUSMN56435NONEN/ATRAVEL AND STUDY GRANT TRIP$4,500
MANKWE NDOSI
6411 OLYMPIA STREETGOLDEN VALLEYMN55427NONEN/ATRAVEL AND STUDY GRANT TRIP$4,600
JO NIGOGHOSSIAN
3 SUTTON STREET 1FBROOKLYNNY11222NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
STEPHEN NGUYEN
125 HAWTHORNE STREET APT 4KBROOKLYNNY11225NONEN/ATRAVEL AND STUDY GRANT TRIP$4,640
ORLANDO ARUAN ORTIZ-VIZCAY
710 PARK PLACE 3RBROOKLYNNY11216NONEN/ATRAVEL AND STUDY GRANT TRIP$4,900
SYLVAN OSWALD
555 OCEAN AVENUE APT 1IBROOKLYNNY11226NONEN/ATRAVEL AND STUDY GRANT TRIP$3,575
COLE PERRY
22790 WILDWOOD ROADBOVEYMN55709NONEN/ATRAVEL AND STUDY GRANT TRIP$3,264
SONJA PETERSON
4346 PLEASANT AVENUE SOUTHMINNEAPOLISMN55409NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
ADRIANA RIMPEL
2630 BLAISDELL AVENUE 4MINNEAPOLISMN55408NONEN/ATRAVEL AND STUDY GRANT TRIP$3,160
MATANA ROBERTS
1441A 5TH AVENUENEW YORKNY10035NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
ANNIE KATSURA ROLLLINS
3836 BEARD AVENUE SOUTHMINNEAPOLISMN55410NONEN/ATRAVEL AND STUDY GRANT TRIP$4,500
ROLLO ROMIG
160 PARKSIDE AVENUE APT 8JBROOKLYNNY11226NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
PAUL JOHN RUDOI
2549 BLAISDELL AVENUE APT 18MINNEAPOLISMN55404NONEN/ATRAVEL AND STUDY GRANT TRIP$1,200
PURVI SHAH
276 5TH AVENUE 4RBROOKLYNNY11215NONEN/ATRAVEL AND STUDY GRANT TRIP$950
KAREN SHERMAN
3405 15TH AVENUE SOUTH 1MINNEAPOLISMN55407NONEN/ATRAVEL AND STUDY GRANT TRIP$4,540
JEFFREY SKEMP
3052 11TH AVENUE SOUTH 5MINNEAPOLISMN55407NONEN/ATRAVEL AND STUDY GRANT TRIP$4,740
WILLIAM TREVINO
5446 66TH STREETMASPETHNY11378NONEN/ATRAVEL AND STUDY GRANT TRIP$3,350
CLAUDIA WEBER
588 VANDERBILT AVENUE 4BROOKLYNNY11238NONEN/ATRAVEL AND STUDY GRANT TRIP$2,102
LETHA WILSON
42 STARR STREET APT 1RBROOKLYNNY11221NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
JEROME FOUNDATION - PROGRAM ADMIN (TRAVEL & STUDY PROGRAM)
400 SIBLEY STREET SUITE 125ST PAULMN55101NONEN/AGRANTS FOR PROGRAM ADMINISTRATION OF THE TRAVEL AND STUDY GRANT PROGRAM OF JEROME FOUNDATION$19,021
AMERICAN COMPOSERS FORUM
332 MINNESOTA STREET E-145ST PAULMN55101NONEPUBLIC CHARITYJFUND AND MINNESOTA EMERGING COMPOSER AWARDS$200,000
AMERICAN COMPOSERS ORCHESTRA
244 WEST 54TH STREET SUITE 805NEW YORKNY10019NONEPUBLIC CHARITYCOMMISSIONS OF NEW WORKS BY EMERGING COMPOSERS$18,000
ANDERSON CENTER FOR INTERDISCIPLINARY STUDIES
163 TOWER VIEW DRIVE PO BOX 406RED WINGMN55066NONEPUBLIC CHARITYEMERGING ARTISTS' RESIDENCIES$40,250
APERTURE FOUNDATION
547 WEST 27TH STREET 4TH FLOORNEW YORKNY10001NONEPUBLIC CHARITYPUBLICATION OF BOOKS BY EMERGING CHOREOGRAPHERS$10,000
ART INTERNATIONAL RADIOTHE CLOCKTOWER GALLERY
222 EAST 41ST STREET 22ND FLOORNEW YORKNY10017NONEPUBLIC CHARITYEMERGING ARTIST RESIDENCY PROGRAM$25,000
ASIAN AMERICAN WRITERS' WORKSHOP
112 WEST 27TH STREET SUITE 600NEW YORKNY10001NONEPUBLIC CHARITYMARGINS FELLOWSHIP FOR ASIAN AMERICAN EMERGING WRITERS$24,000
BRONX MUSEUM OF THE ARTS (THE)
1040 GRAND CONCOURSEBRONXNY10456NONEPUBLIC CHARITYARTISTS IN THE MARKETPLACE PROGRAM$38,000
BROOKLYN ARTS EXCHANGE
421 FIFTH AVENUEBROOKLYNNY11215NONEPUBLIC CHARITYARTISTS IN RESIDENCE PROGRAM$25,000
CAMERA CLUB OF NEW YORK
336 WEST 37TH STREET SUITE 206NEW YORKNY10018NONEPUBLIC CHARITYDARKROOM RESIDENCY SOLO EXHIBITION PROGRAM$14,000
CAVE CANEM
20 JAY STREET SUITE 310-ABROOKLYNNY11201NONEPUBLIC CHARITYWRITING WORKSHOPS FOR EMERGING POETS$18,400
CEDAR CULTURAL CENTER
416 CEDAR AVENUE SOUTHMINNEAPOLISMN55454NONEPUBLIC CHARITYCOMMISSIONING PROGRAM FOR EMERGING MINNESOTA COMPOSERS$21,200
CENTER FOR FICTION
17 EAST 47TH STREETNEW YORKNY10017NONEPUBLIC CHARITYEMERGING WRITERS FELLOWSHIP PROGRAM$85,000
COFFEE HOUSE PRESS
79 THIRTEENTH AVENUE NE SUITE 110MINNEAPOLISMN55413NONEPUBLIC CHARITYPUBLICATION OF BOOKS BY EMERGING WRITERS$21,000
COUNCIL OF LITERARY MAGAZINES AND PRESSES
154 CHRISTOPHER STREET SUITE 3CNEW YORKNY10014NONEPUBLIC CHARITYFACE OUT: MAXIMIZING THE VISIBILITY OF EMERGING WRITERS$46,000
COWLES CENTER FOR DANCE AND PERFORMING ARTS
528 HENNEPIN AVENUE SUITE 200MINNEAPOLISMN55403NONEPUBLIC CHARITYMOMENTUM: NEW DANCE WORKS FESTIVAL$40,000
DANSPACE PROJECT
131 EAST 10TH STREETNEW YORKNY10003NONEPUBLIC CHARITYEMERGING CHOREOGRAPHERS' COMMISSIONS$101,500
DEBATE SOCIETY (THE)
PO BOX 283 GREENPOINT STATIONBROOKLYNNY11222NONEPUBLIC CHARITYCREATION AND PRODUCTION OF JACUZZI AND THE LIGHT YEARS$12,500
DIXON PLACEOPEN CHANNELS
161A CHRYSTIE STREET GROUND FLOORNEW YORKNY10002NONEPUBLIC CHARITYMONDO CANE COMMISSIONING PROGRAM AND ARTISTS IN RESIDENCE PROGRAM$29,000
ENSEMBLE STUDIO THEATRE
549 WEST 52ND STREETNEW YORKNY10019NONEPUBLIC CHARITYYOUNGBLOOD PROGRAM$9,000
EYEBEAM ART TECHNOLOGY CENTER
540 WEST 21ST STREETNEW YORKNY10011NONEPUBLIC CHARITYARTISTS @ EYEBEAM RESIDENCIES$15,000
FIELD THEPERFORMANCE ZONE INC (FISCAL AGENT) FOR YANIRA CASTRO
135 CLINTON AVENUE APT 1BROOKLYNNY11205NONEPUBLIC CHARITYNEW WORK BY YANIRA CASTRO$9,000
FIELDTHEPERFORMANCE ZONE INC (FISCAL AGENT) FOR FAYE DRISCOLL DANCE GRP
71 4TH AVENUEBROOKLYNNY11217NONEPUBLIC CHARITYNEW WORK BY FAYE DRISCOLL DANCE GROUP$8,000
FIELD THEPERFORMANCE ZONE INC (FISCAL AGENT) FOR AARON LANDSMAN
110 LENOX ROAD 6HBROOKLYNNY11226NONEPUBLIC CHARITYNEW WORK BY AARON LANDSMAN$10,000
FIELD THEPERFORMANCE ZONE INC (FISCAL AGENT) FOR LONE WOLF TRIBE
138 SOUTH OXFORD STREETBROOKLYNNY11217NONEPUBLIC CHARITYNEW WORK BY LONE WOLF TRIBE$8,000
FOUNDATION CENTER
79 FIFTH AVENUENEW YORKNY10003NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
FOUNDRY THEATRE (THE)
140-142 SECOND AVENUE SUITE 405NEW YORKNY10003NONEPUBLIC CHARITYCREATION, DEVELOPMENT, AND PRODUCTION OF NEW WORKS BY EMERGING ARTISTS$24,000
FOUR WAY BOOKS
PO BOX 535 VILLAGE STATIONNEW YORKNY10014NONEPUBLIC CHARITYPUBLICATION OF BOOKS BY EMERGING WRITERS$20,000
FRANCONIA SCULPTURE PARK
29836 ST CROIX TRAILSHAFERMN55074NONEPUBLIC CHARITYFSP/JEROME FELLOWSHIPS$37,000
FRANKLIN FURNACE
80 HANSON PLACE 301BROOKLYNNY11217NONEPUBLIC CHARITYFRANKLIN FURNACE FUND$40,000
GIVENS FOUNDATION FOR AFRICAN AMERICAN LITERATURE (THE)
7151 YORK AVENUE SOUTHMINNEAPOLISMN55435NONEPUBLIC CHARITYGIVENS BLACK WRITERS COLLABORATIVE RETREAT PROGRAM$22,000
GRANTMAKERS IN THE ARTS
4055 21ST AVENUE WEST SUITE 100SEATTLEWA98199NONEPUBLIC CHARITYBENCHMARK RESEARCH STUDY ON SUPPORT FOR INDIVIDUAL ARTISTS$25,000
GRAYWOLF PRESS
250 THIRD AVENUE NORTH SUITE 600MINNEAPOLISMN55401NONEPUBLIC CHARITYPUBLICATION OF BOOKS BY EMERGING WRITERS$20,000
HARLEM STAGE (AARON DAVIS HALL)
150 CONVENT AVENUENEW YORKNY10031NONEPUBLIC CHARITYEMERGING ARTISTS' COMMISSIONS IN THE FUND FOR NEW WORK$25,000
HARVESTWORKS
596 BROADWAY SUITE 602NEW YORKNY10012NONEPUBLIC CHARITYCREATIVE RESIDENCY PROGRAM$17,000
HEART OF THE BEAST PUPPET AND MASK THEATRE
1500 EAST LAKE STREETMINNEAPOLISMN55407NONEPUBLIC CHARITYPUPPETLAB PROGRAM$18,000
HENRY STREET SETTLEMENTABRONS ART CENTER
466 GRAND STREETNEW YORKNY10002NONEPUBLIC CHARITYEMERGING ARTIST COMMISSIONING PROGRAM$18,000
HERE ARTS CENTER
145 SIXTH AVENUENEW YORKNY10013NONEPUBLIC CHARITYHERE ARTIST RESIDENCY PROGRAM$20,000
HIGHPOINT CENTER FOR PRINTMAKING
912 WEST LAKE STREETMINNEAPOLISMN55408NONEPUBLIC CHARITYEMERGING PRINTMAKERS' RESIDENCY PROGRAM$40,000
INDEPENDENT FEATURE PROJECT MINNESOTA
2446 UNIVERSITY AVENUE WEST SUITEST PAULMN55114NONEPUBLIC CHARITYTRAINING & PROFESSIONAL DEVELOPMENT FOR EMERGING ARTISTS$20,000100
INTERMEDIA ARTS
2822 LYNDALE AVENUE SOUTHMINNEAPOLISMN55408NONEPUBLIC CHARITYVERVE GRANTS FOR SPOKEN WORD POETS AND THE BEYOND THE PURE FELLOWSHIPS FOR EMERGING WRITERS$107,000
ISSUE PROJECT ROOM
22 BOERUM PLACEBROOKLYNNY11201NONEPUBLIC CHARITYARTIST-IN-RESIDENCE PROGRAM$17,500
IVY BALDWIN DANCE
191 WILLOUGHBY STREET APT 16DBROOKLYNNY11201NONEPUBLIC CHARITYCREATION AND PRODUCTION OF NEW WORK$10,000
JAZZ GALLERY (THE)
1160 BROADWAY 5TH FLOOR PO BOX 153NEW YORKNY10021NONEPUBLIC CHARITYCOMMISSIONING AND RESIDENCY PROGRAM$25,000LENON HILL STATION
JEROME FOUNDATION - MISC PROGRAMS
400 SIBLEY STREET SUITE 125ST PAULMN55101NONEPUBLIC CHARITYCAMARGO, 50TH ANNIVERSARY, BRIGID BERLIN TAPE ARCHIVES AND CENTENNIAL PROGRAM.$17,504
JUXTAPOSITION ARTS (FISCAL AGENT) FOR KENNA-CAMARA COTTMAN
1016 THOMAS AVENUE NORTHMINNEAPOLISMN55411NONEPUBLIC CHARITYNEW WORK BY KENNA-CAMARA COTTMAN$8,000
KITCHEN (THE)
512 WEST 19TH STREETNEW YORKNY10011NONEPUBLIC CHARITYEMERGING ARTISTS' COMMISSIONS$20,000
KW PROJECTSKATE WEARE COMPANY
174 26TH STREETBROOKLYNNY11232NONEPUBLIC CHARITYCREATION AND PRODUCTION OF NEW WORK$8,000
LOFT LITERARY CENTER (THE)
SUITE 200 OPEN BOOK 1011 WASHINGTONMINNEAPOLISMN55415NONEPUBLIC CHARITYMENTOR SERIES$52,000AVENUE SOUTH
LOFT LITERARY CENTER (THE)
SUITE 200 OPEN BOOK 1011 WASHINGTONMINNEAPOLISMN55415NONEPUBLIC CHARITYMINNESOTA EMERGING WRITERS' GRANT PROGRAM$124,000AVENUE SOUTH
LOWER EAST SIDE PRINTSHOP
306 WEST 37TH STREET 6TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYKEYHOLDER RESIDENCY PROGRAM$14,500
LOWER MANHATTAN CULTURAL COUNCIL
125 MAIDEN LANE 2ND FLOORNEW YORKNY10038NONEPUBLIC CHARITYWORKSPACE PROGRAM$23,000
MABOU MINES
PO BOX 1940 PETER STUYVESANTNEW YORKNY10009NONEPUBLIC CHARITYSUITE RESIDENT ARTIST PROGRAM$30,000STATION
MA-YI THEATER COMPANY
520 - 8TH AVENUE ROOM 309NEW YORKNY10018NONEPUBLIC CHARITYDEVELOPMENT AND PRODUCTION OF NEW WORKS$15,000
MILKWEED EDITIONS
1011 WASHINGTON AVENUE SOUTH OPENMINNEAPOLISMN55415NONEPUBLIC CHARITYPUBLICATION OF THREE BOOKS BY EMERGING WRITERS$20,000BOOK SUITE 300
MINNEAPOLIS COLLEGE OF ART AND DESIGN
2501 STEVENS AVENUEMINNEAPOLISMN55404NONEPUBLIC CHARITYMCAD/JEROME EMERGING ARTISTS FELLOWSHIP PROGRAM$92,150
MINNEAPOLIS INSTITUTE OF ARTS (THE)
2400 THIRD AVENUE SOUTHMINNEAPOLISMN55404NONEPUBLIC CHARITYMINNESOTA ARTISTS EXHIBITION PROGRAM$68,000
MINNESOTA CENTER FOR BOOK ARTS
AT OPEN BOOK 1011 WASHINGTON AVENUEMINNEAPOLISMN55415NONEPUBLIC CHARITYMENTORSHIP AND FELLOWSHIP PROGRAMS FOR EMERGING ARTISTS$28,000SOUTH SUITE 100
MINNESOTA COUNCIL ON FOUNDATIONS
100 PORTLAND AVENUE SOUTH SUITE 225MINNEAPOLISMN55401NONEPUBLIC CHARITYGENERAL SUPPORT AND MEMBERSHIP$5,055
MIXED BLOOD THEATRE COMPANY
1501 SOUTH 4TH STREETMINNEAPOLISMN55454NONEPUBLIC CHARITYCOMMISSIONING, DEVELOPMENT, AND PRODUCTION OF NEW PLAYS$7,700
MOVEMENT RESEARCH
55 AVENUE CNEW YORKNY10009NONEPUBLIC CHARITYARTIST-IN-RESIDENCE PROGRAM$25,000
MU PERFORMING ARTS
275 EAST 4TH STREET SUITE 496ST PAULMN55101NONEPUBLIC CHARITYNEW PERFORMANCE PROGRAM$45,000
NEW DRAMATISTS
424 WEST 44TH STREETNEW YORKNY10036NONEPUBLIC CHARITYTHE PLAYWRIGHTS' LAB AND COMPOSER-LIBRETTIST STUDIO$40,000
NEW RADIO AND PERFORMING ARTS
129 TYSEN STREETSTATEN ISLANDNY10301NONEPUBLIC CHARITYTURBULENCE COMMISSIONS$18,000
NEW YORK LIVE ARTS
219 WEST 19TH STREETNEW YORKNY10011NONEPUBLIC CHARITYEMERGING CHOREOGRAPHERS' COMMISSIONS$35,400
NEW YORK THEATRE WORKSHOP
79 EAST 4TH STREETNEW YORKNY10003NONEPUBLIC CHARITYWORKSHOP PROGRAM$40,000
NORTHERN CLAY CENTER
2424 FRANKLIN AVENUE EASTMINNEAPOLISMN55406NONEPUBLIC CHARITYCERAMIC ARTIST PROJECT GRANT PROGRAM$26,500
NORTHERN LIGHTSMN
2751 HENNEPIN AVENUE SOUTH 231MINNEAPOLISMN55408NONEPUBLIC CHARITYART(IST) ON THE VERGE FELLOWSHIP PROGRAM$65,000
OPEN EYE FIGURE THEATRE (FISCAL AGENT) FOR ANNIE ENNEKING
529 4TH AVENUE SEMINNEAPOLISMN55414NONEPUBLIC CHARITYNEW WORK BY ANNIE ENNEKING$8,000
PALISSIMO
875 WEST 181ST STREET 5HNEW YORKNY10033NONEPUBLIC CHARITYCREATION AND PRODUCTION OF CUSTODIANS OF BEAUTY$10,000
PANGEA WORLD THEATER
711 WEST LAKE STREET 101MINNEAPOLISMN55408NONEPUBLIC CHARITYALTERNATE VISIONS$18,000
PATRICK'S CABARET (FISCAL AGENT) FOR CHRIS SCHLICHTING
2545 4TH STREET NEMINNEAPOLISMN55418NONEPUBLIC CHARITYNEW WORK BY CHRIS SCHLICHTING$10,000
PERFORMANCE SPACE 122
67 WEST STREET UNIT 315BROOKLYNNY11222NONEPUBLIC CHARITYEMERGING ARTISTS' COMMISSIONS$38,000
PHILANTHROPY NEW YORK
79 FIFTH AVENUE 4TH FLOORNEW YORKNY10003NONEPUBLIC CHARITYGENERAL SUPPORT AND MEMBERSHIP$450
PILLSBURY HOUSE THEATRE
3501 CHICAGO AVENUE SOUTHMINNEAPOLISMN55407NONEPUBLIC CHARITYNEW WORKS BY EMERGING PLAYWRIGHTS$12,000
PILLSBURY HOUSE THEATRE
3501 CHICAGO AVENUE SOUTHMINNEAPOLISMN55407NONEPUBLIC CHARITYNAKED STAGES PROGRAM$36,500
PILLSBURY HOUSE THEATRE
3501 CHICAGO AVENUE SOUTHMINNEAPOLISMN55407NONEPUBLIC CHARITYLATE NITE SERIES$36,500
PLAYWRIGHTS' CENTER (THE)
2301 EAST FRANKLIN AVENUEMINNEAPOLISMN55406NONEPUBLIC CHARITYJEROME EMERGING PLAYWRIGHT FELLOWSHIP PROGRAM$216,000
PLAYWRIGHTS' CENTER (THE) (FISCAL AGENT) FOR WORKHAUS PLAYWRIGHTS COLLECTIV
C/O THE PLAYWRIGHTS CENTER 2301MINNEAPOLISMN55406NONEPUBLIC CHARITYWORKHAUS PLAYWRIGHTS COLLECTIVE$15,000EAST FRANKLIN AVE
PLAYWRIGHTS HORIZONS
416 WEST 42ND STREETNEW YORKNY10036NONEPUBLIC CHARITYAMERICAN VOICE PROGRAM$23,000
POETS HOUSE
10 RIVER TERRACENEW YORKNY10282NONEPUBLIC CHARITYEMERGING POETS FELLOWSHIP III PROGRAM$28,000
RHIZOME
235 BOWERYNEW YORKNY10002NONEPUBLIC CHARITYEMERGING ARTISTS' COMMISSIONS$20,000
ROCHESTER ART CENTER
40 CIVIC CENTER DRIVE SEROCHESTERMN55904NONEPUBLIC CHARITY3RD FLOOR EMERGING ARTIST SERIES$20,000
ROULETTE INTERMEDIUM
30 THIRD AVENUE SUITE 208NEW YORKNY11217NONEPUBLIC CHARITYEMERGING COMPOSERS' COMMISSIONS AND RESIDENCIES$60,000
JAMES SEWELL BALLET
528 HENNEPIN AVENUE SUITE 205MINNEAPOLISMN55403NONEPUBLIC CHARITYBALLET WORKS PROJECT$16,000
JAMES SEWELL BALLET
528 HENNEPIN AVENUE SUITE 205MINNEAPOLISMN55403NONEPUBLIC CHARITYDANCE USA ANNUAL CONFERENCE$8,625
SMACK MELLON
92 PLYMOUTH STREETBROOKLYNNY11201NONEPUBLIC CHARITYARTIST STUDIO PROGRAM$10,000
SOCRATES SCULPTURE PARK
32-01 VERNON BOULEVARD PO BOX 6259LONG ISLANDNY11106NONEPUBLIC CHARITYEMERGING ARTIST FELLOWSHIP PROGRAM$23,000
SOHO REPERTORY THEATRE
401 BROADWAY SUITE 300NEW YORKNY10013NONEPUBLIC CHARITYNEW WORKS BY EMERGING PLAYWRIGHTS AND PERFORMANCE ENSEMBLES$15,000
SPRINGBOARD FOR THE ARTS
308 PRINCE STREET SUITE 270ST PAULMN55101NONEPUBLIC CHARITYARTIST DEVELOPMENT AND RESOURCE PROGRAM$32,000
SPRINGBOARD FOR THE ARTS (FISCAL AGENT) FOR SUPERGROUP
3435 10TH AVENUE SOUTHMINNEAPOLISMN55407NONEPUBLIC CHARITYNEW WORK BY SUPERGROUP$8,000
SPRINGBOARD FOR THE ARTS (FISCAL AGENT) FOR MAD KING THOMAS
209 WEST 33RD STREET APT 2MINNEAPOLISMN55408NONEPUBLIC CHARITYNEW WORK BY MAD KING THOMAS$8,000
SPRINGBOARD FOR THE ARTS (FISCAL AGENT) FOR VANESSA VOSKUIL
709 8TH AVENUE SE 8MINNEAPOLISMN55414NONEPUBLIC CHARITYNEW WORK BY VANESSA VOSKUIL$10,000
STREB LAB FOR ACTION MECHANICS
51 NORTH 1ST STREETBROOKLYNNY11211NONEPUBLIC CHARITYEMERGING ARTISTS COMMISSIONING PROGRAM$23,000
STUDIO MUSEUM OF HARLEM (THE)
144 WEST 125TH STREETNEW YORKNY10027NONEPUBLIC CHARITYARTIST-IN-RESIDENCE PROGRAM$15,000
TEXTILE CENTER
3000 UNIVERSITY AVENUE SE SUITE 100MINNEAPOLISMN55414NONEPUBLIC CHARITYFIBER ARTIST PROJECT GRANT PROGRAM AND ARTISTS' SERVICES$31,800
THINKDANCEJILL SIGMAN
235 WEST 102 STREET 14TNEW YORKNY10025NONEPUBLIC CHARITYCREATION AND PRODUCTION OF (PERMA)CULTURE$4,000
TOFTE LAKE CENTER
2209 FERNBERG ROADELYMN55731NONEPUBLIC CHARITYEMERGING ARTISTS' RESIDENCIES$27,000
VSA MINNESOTA
528 HENNEPIN AVENUE SUITE 305MINNEAPOLISMN55403NONEPUBLIC CHARITYVSA MINNESOTA/JEROME FOUNDATION PROJECT GRANTS FOR ARTISTS WITH DISABILITIES$19,000
ZEITGEIST
275 EAST FOURTH STREET SUITE 200ST PAULMN54022NONEPUBLIC CHARITYZEITGEIST COMPOSER WORKSHOPS$16,500
ZENON DANCE COMPANY AND SCHOOL
528 HENNEPIN AVENUE SUITE 400MINNEAPOLISMN55403NONEPUBLIC CHARITYEMERGING CHOREOGRAPHERS' COMMISSIONS$56,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,597,260TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
KIERA FABER
410 IRIS LANE NESAINT JOSEPHMN56374NONEN/AFILM AND VIDEO PRODUCTION$7,500
NATHAN FISHER
4359 BROWNDALE AVENUESAINT LOUIS PARKMN55424NONEN/AFILM AND VIDEO PRODUCTION$4,214
STEPHEN GUREWITZ
7485 RIDGEWAY ROADGOLDEN VALLEYMN55426NONEN/AFILM AND VIDEO PRODUCTION$15,000
LASKA JIMSEN
818 WASHINGTON STREETNORTHFIELDMN55057NONEN/AFILM AND VIDEO PRODUCTION$15,000
RAMON ALBERTO NUNEZ
133 MOHAWK CIRCLESUPERIORCO80027NONEN/AFILM AND VIDEO PRODUCTION$100
ANN PRIM
824 MOUND STREETSAINT PAULMN55106NONEN/AFILM AND VIDEO PRODUCTION$10,000
DEACON WARNER
425 THOMAS AVENUE SOUTHMINNEAPOLISMN55405NONEN/AFILM AND VIDEO PRODUCTION$15,000
JEROME FOUNDATION - PROGRAM ADMIN (MINNESOTA FILM & VIDEO PROGRAM)
400 SIBLEY STREET SUITE 125ST PAULMN55101NONEN/AFUTURE COMMITMENTS FOR PROGRAM ADMINISTRATION OF THE MINNESOTA FILM AND VIDEO PROGRAM OF JEROME FND$2,999
PRISCILLA ANANY
1889 SEDGWICK AVENUE APT 6DBRONXNY10453NONEN/AFILM AND VIDEO PRODUCTION$9,700
KEITH BEARDEN
35-44 34TH STREET 2ALONG ISLAND CITYNY11106NONEN/AFILM AND VIDEO PRODUCTION$500
NORMAN COWIE
674 KINGMAN AVENUESANTA MONICACA90402NONEN/AFILM AND VIDEO PRODUCTION$5,000
CARRIE HAWKS
315 OCEAN PKWY APT 4LBROOKLYNNY11218NONEN/AFILM AND VIDEO PRODUCTION$18,560
ADAM KELEMAN
85 JAVA STREET APT 11FBROOKLYNNY11222NONEN/AFILM AND VIDEO PRODUCTION$15,000
MELISSA MONTERO AND HUGO PEREZ
90-58 53RD AVENUEELMHURSTNY11373NONEN/AFILM AND VIDEO PRODUCTION$12,500
ANDREW NAM CHUL OSBORNE
30 GARFIELD PLACE SUITE PHEBROOKLYNNY11215NONEN/AFILM AND VIDEO PRODUCTION$20,000
JEROME FOUNDATION - PROGRAM ADMIN (NEW YORK CITY FILM & VIDEO PROGRAM)
400 SIBLEY STREET SUITE 125ST PAULMN55101NONEN/AFUTURE COMMITMENTS FOR PROGRAM ADMINISTRATION OF THE NEW YORK CITY FILM AND VIDEO PROGRAM OF JEROME FOUNDATION$515
CARVER AUDAIN
80 VERNON AVENUE 2ND FLOORBROOKLYNNY11206NONEN/ATRAVEL AND STUDY GRANT TRIP$4,300
THOMAS BANGSTED
15 LAWTON STREET APT 21BROOKLYNNY11221NONEN/ATRAVEL AND STUDY GRANT TRIP$2,208
RICHARD BARLOW
1935 BRYANT AVENUE SOUTH 7MINNEAPOLISMN55403NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
ANONDA BELL
240 EAST 4TH STREET 5ENEW YORKNY10009NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
NONA KENNEDY CARLSON
2926 ARMOUR TERRACEMINNEAPOLISMN55418NONEN/ATRAVEL AND STUDY GRANT TRIP$1,596
SUN MEE CHOMET
64 INNER DRIVE N14SAINT PAULMN55116NONEN/ATRAVEL AND STUDY GRANT TRIP$4,830
DAVID FULMER
500 WEST 56TH STREET 613NEW YORKNY10019NONEN/ATRAVEL AND STUDY GRANT TRIP$1,500
JENNY JENKINS
3215 15TH AVENUE SOUTHMINNEAPOLISMN55407NONEN/ATRAVEL AND STUDY GRANT TRIP$3,090
JACOB KADER
630 WASHINGTON AVENUE 5EBROOKLYNNY11238NONEN/ATRAVEL AND STUDY GRANT TRIP$1,350
MAY LEE-YANG
2124 MAGNOLIA AVENUE ESAINT PAULMN55119NONEN/ATRAVEL AND STUDY GRANT TRIP$4,100
ESPERANZA MAYOBRE
132 ADELPHIBROOKLYNMN11205NONEN/ATRAVEL AND STUDY GRANT TRIP$4,075
MARGARET MILES
3904 UPTON AVENUE SOUTHMINNEAPOLISMN55410NONEN/ATRAVEL AND STUDY GRANT TRIP$2,000
DARIAN PARKER
719 WEST 180TH STREET APT 44NEW YORKNY10033NONEN/ATRAVEL AND STUDY GRANT TRIP$5,000
JANAKI RANPURA
3109 21ST AVENUE SOUTHMINNEAPOLISMN55407NONEN/ATRAVEL AND STUDY GRANT TRIP$4,500
THOMAS SCOTT
3515 HARRIET AVENUEMINNEAPOLISMN55408NONEN/ATRAVEL AND STUDY GRANT TRIP$4,940
JEROME FOUNDATION - PROGRAM ADMIN (TRAVEL & STUDY PROGRAM)
400 SIBLEY STREET SUITE 125ST PAULMN55101NONEN/AFUTURE COMMITMENTS FOR PROGRAM ADMINISTRATION AND GRANTS OF THE TRAVEL AND STUDY PROGRAM OF JEROME FND$115,378
COUNCIL OF LITERARY MAGAZINES AND PRESSES
154 CHRISTOPHER STREET SUITE 3CNEW YORKNY10014NONEPUBLIC CHARITYFACE OUT: MAXIMIZING THE VISIBILITY OF EMERGING WRITERS$46,000
DEBATE SOCIETY (THE)
PO BOX 283 GREENPOINT STATIONBROOKLYNNY11222NONEPUBLIC CHARITYCREATION AND PRODUCTION OF JACUZZI AND THE LIGHT YEARS$12,500
ENSEMBLE STUDIO THEATRE
549 WEST 52ND STREETNEW YORKNY10019NONEPUBLIC CHARITYYOUNGBLOOD PROGRAM$20,000
FRANCONIA SCULPTURE PARK
29836 ST CROIX TRAILSHAFERMN55074NONEPUBLIC CHARITYFSP/JEROME FELLOWSHIPS$37,000
HARLEM STAGE (AARON DAVIS HALL)
150 CONVENT AVENUENEW YORKNY10031NONEPUBLIC CHARITYEMERGING ARTISTS' COMMISSIONS IN THE FUND FOR NEW WORK$25,000
JEROME FOUNDATION - MISC PROGRAMS
400 SIBLEY STREET SUITE 125ST PAULMN55101NONEPUBLIC CHARITYSPECIAL NEEDS AND NEW INITIATIVES$9,453
MABOU MINES
PO BOX 1940 PETER STUYVESANTNEW YORKNY10009NONEPUBLIC CHARITYSUITE RESIDENT ARTIST PROGRAM$30,000STATION
MINNESOTA CENTER FOR BOOK ARTS
AT OPEN BOOK 1011 WASHINGTON AVENUEMINNEAPOLISMN55415NONEPUBLIC CHARITYMENTORSHIP AND FELLOWSHIP PROGRAMS FOR EMERGING ARTISTS$20,000SOUTH SUITE 100
MIXED BLOOD THEATRE COMPANY
1501 SOUTH 4TH STREETMINNEAPOLISMN55454NONEPUBLIC CHARITYCOMMISSIONING, DEVELOPMENT, AND PRODUCTION OF NEW PLAYS$7,700
MOVEMENT RESEARCH
55 AVENUE CNEW YORKNY10009NONEPUBLIC CHARITYARTIST-IN-RESIDENCE PROGRAM$25,000
PALISSIMO
875 WEST 181ST STREET 5HNEW YORKNY10033NONEPUBLIC CHARITYCREATION AND PRODUCTION OF CUSTODIANS OF BEAUTY$10,000
RHIZOME
235 BOWERYNEW YORKNY10002NONEPUBLIC CHARITYEMERGING ARTISTS' COMMISSIONS$20,000
ROCHESTER ART CENTER
40 CIVIC CENTER DRIVE SEROCHESTERMN55904NONEPUBLIC CHARITY3RD FLOOR EMERGING ARTIST SERIES$20,000
SMACK MELLON
92 PLYMOUTH STREETBROOKLYNNY11201NONEPUBLIC CHARITYARTIST STUDIO PROGRAM$10,000
ZEITGEIST
275 EAST FOURTH STREET SUITE 200ST PAULMN54022NONEPUBLIC CHARITYZEITGEIST COMPOSER WORKSHOPS$16,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$629,608TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,577,838ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,900ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,624,738ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,624,738TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GENERAL MILLS FOUNDATION
1ONE GENERAL MILLS BOULEVARDMINNEAPOLISMN55426$25,000Yes (X)
HRK FOUNDATION
21200 LANDMARK TOWER 345 ST PETER STST PAULMN55102$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT FEESCategoryTxt
Amt$17,160Amt
Net Investment Income$6,864NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,496DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierPROGRAM DESCRIPTIONS FOR CHARITABLE ACTIVITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART IX-A, SUMMARY OF DIRECT CHARITABLE ACTIVITIESFormAndLineReferenceDesc
Medium ExplanationTRAVEL AND STUDY GRANT PROGRAM 2013-14THE TRAVEL AND STUDY GRANT PROGRAM AWARDS GRANTS TO EMERGING CREATIVE ARTISTS AND MINNESOTA-BASED ARTS ADMINISTRATORS. THE PROGRAM IS RESTRICTED TO MINNESOTA AND NEW YORK CITY-BASED INDIVIDUALS. FUNDS SUPPORT PERIODS OF TRAVEL FOR THE PURPOSE OF STUDY, EXPLORATION, AND GROWTH. IN MUSIC, COMPOSERS AND SOUND ARTISTS WERE ELIGIBLE TO APPLY; IN THEATER, PLAYWRIGHTS AND CREATORS OF PERFORMANCE ART AND EXPERIMENTAL THEATER WERE ELIGIBLE; AND IN VISUAL ARTS, VISUAL ARTISTS WERE ELIGIBLE TO APPLY. THE PROGRAM SUPPORTS SUCH ACTIVITIES AS RESEARCH LEADING TO THE CREATION OF NEW WORK, THE DEVELOPMENT OF COLLABORATIONS, PARTICIPATION IN SPECIFIC TRAINING PROGRAMS, TIME FOR REFLECTION AND INDIVIDUALIZED STUDY, INVESTIGATING ARTISTIC WORK OUTSIDE OF MINNESOTA OR NEW YORK CITY, AND DIALOGUE ON AESTHETIC ISSUES. THREE-PERSON SELECTION PANELS IN EACH ELIGIBLE DISCIPLINE REVIEWED PROPOSALS AND RECOMMENDED RECIPIENTS TO THE JEROME FOUNDATION BOARD, WHICH APPROVED ALL GRANTS. SELECTION IS BASED ON THE QUALITY AND POTENTIAL OF THE APPLICANT'S WORK AND THE SIGNIFICANCE AND APPROPRIATENESS OF THE PROPOSED TRIP. THE GENERAL MILLS FOUNDATION, THE ART AND MARTHA KAEMMER FUND OF HRK FOUNDATION AND THE JEROME FOUNDATION PROVIDED FINANCIAL SUPPORT; JEROME FOUNDATION ADMINISTERED THE PROGRAM. THIRTY-FIVE GRANTS TOTALING $145,487, RANGING IN SIZE FROM $1,000 TO $5,000, WERE AUTHORIZED IN THE FOUNDATION'S 2013-14 FISCAL YEAR. THREE-PERSON PANELS IN EACH ELIGIBLE ARTS DISCIPLINE REVIEWED 336 APPLICATIONS: 162 FROM MINNESOTA AND 174 FROM NEW YORK CITY. THE PANEL RECOMMENDATIONS WERE REVIEWED BY THE JEROME FOUNDATION DIRECTORS, WHO AUTHORIZED THE GRANTS. PANELISTS WERE REINALDO MOYA, MANKWE NDOSI, AND BORA YOON, IN MUSIC; MICHAEL ELYANOW, LAURIE CARLOS, AND LOUIS D. MORENO, IN THEATER; AND EUN-KYUNG SUH, LAUREN HAYNES, AND JAMES HENKEL, IN VISUAL ARTS.GRANTS WERE MADE TO:MUSICADRIENNE DORN: MINNEAPOLIS, MINNESOTADULCINEA DETWAH (CORNELIA MCPHERSON): BROOKLYN, NEW YORKADRIANA RIMPEL: MINNEAPOLIS, MINNESOTAMATANA ROBERTS: NEW YORK, NEW YORKPAUL JOHN RUDOI: MINNEAPOLIS, MINNESOTATHOMAS SCOTT: MINNEAPOLIS, MINNESOTAORLANDO ARUAN ORTIZ-VIZCAY: BROOKLYN, NEW YORKCARVER AUDAIN: BROOKLYN, NEW YORKTHEATERLYDIA BLAISDELL: BROOKLYN, NEW YORKSUN MEE CHOMET: ST. PAUL, MINNESOTAPAUL HERWIG: MINNEAPOLIS, MINNESOTAJACOB KADER: BROOKLYN, NEW YORKMAY LEE-YANG: ST. PAUL, MINNESOTASYLVAN OSWALD: BROOKLYN, NEW YORKJANAKI RANPURA: MINNEAPOLIS, MINNESOTAANNIE KATSURA ROLLINS: MINNEAPOLIS, MINNESOTAWILLIAM TREVINO: MASPETH, NEW YORKVISUAL ARTSCHRISTOPHER ATKINS: MINNEAPOLIS, MINNESOTATHOMAS BANGSTED: BROOKLYN, NEW YORKRICHARD BARLOW: MINNEAPOLIS, MINNESOTAANGELA BEALLOR: BROOKLYN, NEW YORKANONDA BELL: NEW YORK, NEW YORKKRISTOPHER DOUGLAS: ROCHESTER, MINNESOTAASUKA GOTO: BROOKLYN, NEW YORKANTHONY HAMBOUSSI: BROOKLYN, NEW YORKSUMMER JOY HILLS-BONCZYK: MINNEAPOLIS, MINNESOTAJENNY JENKINS: MINNEAPOLIS, MINNESOTAANTHONY MARCHETTI: MINNEAPOLIS, MINNESOTAESPERANZA MAYOBRE: BROOKLYN, NEW YORKANNA METCALFE: MINNEAPOLIS, MINNESOTASTEPHEN B. NGUYEN: BROOKLYN, NEW YORKJO NIGOGHOSSIAN: BROOKLYN, NEW YORKSONJA PETERSON: MINNEAPOLIS, MINNESOTACLAUDIA WEBER: BROOKLYN, NEW YORKLETHA WILSON: BROOKLYN, NEW YORKTHIS PROGRAM OPERATES IN ACCORDANCE WITH A PRIVATE LETTER RULING FROM THE IRS.MINNESOTA FILM AND VIDEO PROGRAM 2013-14THE JEROME FOUNDATION OPERATES A PRODUCTION GRANT PROGRAM FOR INDIVIDUAL FILM AND VIDEO ARTISTS WHO ARE MINNESOTA RESIDENTS. THIS PROGRAM SERVES ARTISTS WHO WORK IN THE GENRES OF EXPERIMENTAL, NARRATIVE, ANIMATION AND DOCUMENTARY PRODUCTION. IT DOES NOT SUPPORT INSTALLATION, NEW MEDIA OR INTERACTIVE WORK, WHICH ARE SUBSIDIZED IN OTHER FOUNDATION PROGRAMS. IT ALSO DOES NOT SUPPORT COMMERCIAL, INDUSTRIAL, INFORMATIONAL OR EDUCATIONAL WORK. THIS PROGRAM AWARDS PRODUCTION GRANTS TO EMERGING ARTISTS WHOSE WORK SHOWS PROMISE OF EXCELLENCE. THE TERM EMERGING REFERS TO CAREER DEVELOPMENT AND LEVEL OF RECOGNITION, NOT STYLISTIC EVOLUTION. COLLABORATIVE PROJECTS IN WHICH CREATIVE CONTROL IS SHARED ARE ALSO ELIGIBLE.PREFERENCE IS GIVEN TO PERSONAL WORK IN WHICH THE ARTIST EXERCISES COMPLETE CREATIVE CONTROL OVER ALL ASPECTS OF PRODUCTION. THIS MEANS THE APPLICANT MUST BE THE "DIRECTOR" OF THE WORK. THE LEVEL OF SUPPORT OFFERED BY THE FOUNDATION GENERALLY RANGES FROM $5,500 TO $30,000 PER PROJECT.THE JEROME FOUNDATION BOARD OF DIRECTORS, AT ITS BOARD MEETING ON SEPTEMBER 9, 2013, AUTHORIZED SEVEN GRANTS BASED ON THE RECOMMENDATIONS OF THE MINNESOTA FILM AND VIDEO PROGRAM REVIEW PANEL. THE PANEL MET ON AUGUST 12 AND 13, 2014, TO REVIEW 71 APPLICATIONS (61 FROM INDIVIDUALS WHO HAD NOT BEEN PREVIOUSLY FUNDED BY THIS PROGRAM AND 10 FROM PREVIOUS RECIPIENTS). THE PANELISTS WERE DEAN OTTO, ASSISTANT CURATOR, WALKER ART CENTER; PRODUCER CHRISTINE KUNEWA WALKER; AND LESLIE FIELDS-CRUZ, VP OPERATIONS & DIRECTOR OF PROGRAMMING, NATIONAL BLACK PROGRAMMING CONSORTIUM. OF THE 71 APPLICATIONS REVIEWED, SEVEN GRANTS TOTALING $105,000 WAS AUTHORIZED TO MITCHELL ARENS, KIERA FABER, STEPHEN GUREWITZ, LASKA JIMSEN, ANN PRIM, BRENNAN VANCE, AND DEACON WARNER.THIS PROGRAM OPERATES IN ACCORDANCE WITH A PRIVATE LETTER RULING FROM THE IRS.NEW YORK CITY FILM AND VIDEO PROGRAM 2013-14THE JEROME FOUNDATION OPERATES A GRANT PROGRAM FOR INDIVIDUAL FILM AND VIDEO ARTISTS WHO RESIDE WITHIN THE FIVE BOROUGHS OF NEW YORK CITY. THIS PROGRAM SERVES FILM AND VIDEO ARTISTS WHO WORK IN THE GENRES OF EXPERIMENTAL, NARRATIVE, ANIMATION, AND DOCUMENTARY PRODUCTION. THIS PROGRAM DOES NOT SUPPORT INSTALLATION, NEW MEDIA OR INTERACTIVE WORK, WHICH ARE SUBSIDIZED IN OTHER FOUNDATION PROGRAMS. IT ALSO DOES NOT SUPPORT COMMERCIAL, INDUSTRIAL, INFORMATIONAL OR EDUCATIONAL WORK. THIS PROGRAM AWARDS PRODUCTION GRANTS TO EMERGING ARTISTS WHO MAKE CREATIVE USE OF THEIR RESPECTIVE MEDIA. THE FOUNDATION SUPPORTS ARTISTS WHOSE WORK SHOWS PROMISE OF EXCELLENCE. THESE ARTISTS WILL MOST OFTEN BE IN THE EARLY STAGES OF THEIR CAREERS AND WILL NOT HAVE HAD THE SUPPORT NEEDED TO ACHIEVE MAJOR RECOGNITION FOR THEIR WORK. ONLY APPLICANTS WHO HAVE TOTAL CREATIVE CONTROL OF THEIR PROJECTS QUALIFY FOR SUPPORT. THIS PERSON IS USUALLY IDENTIFIED AS THE DIRECTOR. THE JEROME FOUNDATION BOARD OF DIRECTORS, AT ITS BOARD MEETING ON MAY 20, 2013, AUTHORIZED NINE GRANTS BASED ON THE RECOMMENDATIONS OF THE NEW YORK CITY FILM AND VIDEO PROGRAM REVIEW PANEL. THE PANEL MET ON FEBRUARY 20 THROUGH 22, 2013, AT ANTHOLOGY FILM ARCHIVES TO REVIEW 68 APPLICATIONS (61 FROM INDIVIDUALS WHO HAD NOT BEEN PREVIOUSLY FUNDED BY THIS PROGRAM, AND SEVEN FROM PREVIOUS RECIPIENTS). THE PANEL CONSISTED OF FILMMAKER AND GENERAL MANAGER OF ANTHOLOGY FILM ARCHIVES, JOHN MHIRIPHIRI; MANAGING DIRECTOR OF THE TRIBECA FILM INSTITUTE, EILEEN NEWMAN; AND SIMON KILMURRY, EXECUTIVE PRODUCER AND EXECUTIVE DIRECTOR OF THE PBS SERIES POINT OF VIEW (POV). OF THE 68 APPLICATIONS REVIEWED, NINE GRANTS TOTALING $114,555 WAS AUTHORIZED TO CORINNE BOTZ, ANNA FAHR, DAVID FIGUEROA, YUKI KOKUBO, CRYSTAL MOSELLE, BENT-JORGEN PERLMUTT, JESSICA WALKER, JENNIFER GRAUSMAN & SAM CULLMAN, AND ADAM KELEMAN.THE JEROME FOUNDATION BOARD OF DIRECTORS, AT ITS BOARD MEETING ON SEPTEMBER 9, 2013, AUTHORIZED FIVE GRANTS BASED ON THE RECOMMENDATIONS OF THE NEW YORK CITY FILM AND VIDEO PROGRAM REVIEW PANEL. THE PANEL MET ON JULY 16 AND 17, 2013, AT ANTHOLOGY FILM ARCHIVES TO REVIEW 55 APPLICATIONS (52 FROM INDIVIDUALS WHO HAD NOT PREVIOUSLY BEEN FUNDED BY THE PROGRAM, AND THREE FROM PREVIOUS RECIPIENTS). THE PANEL CONSISTED OF PRODUCER/DIRECTOR LISA CORTES; FILMMAKER JOSHUA SANCHEZ; AND CYNTHIA LOPEZ, CO-EXECUTIVE DIRECTOR AND EXECUTIVE VICE PRESIDENT OF THE PBS SERIES POV. OF THE 55 APPLICATIONS REVIEWED, FIVE GRANTS TOTALING $105,000 WAS AUTHORIZED TO AARON BROOKNER, SAM FEDER, SHONA MASARIN, VINCENT PEONE & JOSH RUBEN, AND CHRIS TEAGUE.THE JEROME FOUNDATION BOARD OF DIRECTORS, AT ITS BOARD MEETING ON MARCH 3, 2014, AUTHORIZED SIX GRANTS BASED ON THE RECOMMENDATIONS OF THE NEW YORK CITY FILM AND VIDEO PROGRAM REVIEW PANEL. THE PANEL MET ON NOVEMBER 12 AND 13, 2013, AT ANTHOLOGY FILM ARCHIVES TO REVIEW 61 APPLICATIONS (59 FROM INDIVIDUALS WHO HAD NOT PREVIOUSLY BEEN FUNDED BY THE PROGRAM, AND TWO FROM PREVIOUS RECIPIENTS). THE PANEL CONSISTED OF PRODUCER/DIRECTOR LISA CORTES; FILMMAKER JOSHUA SANCHEZ; AND CYNTHIA LOPEZ, CO-EXECUTIVE DIRECTOR AND EXECUTIVE VICE PRESIDENT OF THE PBS SERIES POV. OF THE 61 APPLICATIONS REVIEWED, SIX GRANTS TOTALING $125,000 WAS AUTHORIZED TO PRISCILLA ANANY, LUIGI CAMPI, CARRIE HAWKS, MELISSA MONTERO & HUGO PEREZ, ANDREW NAM CHUL OSBORNE, AND DAVID SAMPLINER.THIS PROGRAM OPERATES IN ACCORDANCE WITH A PRIVATE LETTER RULING FROM THE IRS.GENERAL GRANTS PROGRAM AND SERVICE PROGRAM 2013-14THE GENERAL GRANTS PROGRAM REPRESENTS THE FOUNDATION'S BASIC GRANT PROGRAM. THE FOUNDATION TRACKS THE PERCENTAGE OF TIME AND RESOURCES SPENT ON DIRECT CHARITABLE ACTIVITIES ASSOCIATED WITH THE GENERAL GRANTS PROGRAM. THE SERVICE PROGRAM REPRESENTS THE DONATED TIME OF FOUNDATION STAFF AND RELATED EXPENSES TO OTHER NON-PROFIT ORGANIZATIONS, INDIVIDUAL ARTISTS, GOVERNMENTAL AGENCIES, AND NON-PROFIT TASK FORCES AND COMMITTEES.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL BOND MARKET INDEX FUND INST - NON-USGO PORTION$5,762,761$5,762,761
VANGUARD INTERMEDIATE-TERM INV GRADE ADMIRAL - NON-USGO PORTION$5,438,959$5,438,959
VANGUARD SHORT-TERM INV GRADE ADMIRAL - NON-USGO PORTION$3,407,230$3,407,230

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD WINDSOR II FUND ADMIRAL$7,464,322$7,464,322
VANGUARD TOTAL STOCK MARKET INDEX FUND INST$26,190,452$26,190,452
VANGUARD REIT INDEX FUND INST$4,500,898$4,500,898
VANGUARD MID-CAP GROWTH FUND$3,255,839$3,255,839
VANGUARD INTERNATIONAL VALUE FUND$4,441,977$4,441,977
VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL$4,392,018$4,392,018
VANGUARD FTSE ALL-WORLD EX-US INDEX FND INST$8,463,551$8,463,551
VANGUARD GROWTH INDEX FUND INST$7,483,727$7,483,727
VANGUARD STRATEGIC EQUITY FUND$3,279,424$3,279,424

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,473,105USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,473,105USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
TIMBER AND TIMBERLANDFMV$1,862,000$1,862,000
CASH EQUIVALENTSFMV$53,461$53,461
VANGUARD SPECIAL FUNDFMV$749,065$749,065

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
AUTOMOBILE$23,006$23,006$0
EQUIPMENT$63,725$57,125$6,600$6,600
LEASEHOLD IMPROVEMENTS$66,524$66,524$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$745LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$745DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTDesc
BOY Book Value$2,787,849BOYBookValueAmt
EOY Book Value$3,206,351EOYBookValueAmt
EOYFMV$3,206,351EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
UNREALIZED LOSS ON VANGUARD SPECIAL FUND$1,618
CHANGE IN FEDERAL EXCISE TAX BENEFIT (PROVISION)$6,526

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$1,585$0$1,585
INSURANCE$6,889$0$6,889
TELEPHONE$4,532$227$4,305
OFFICE OPERATIONS$8,676$434$8,142
EDUCATION PROGRAM$2,539$0$2,539

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST$418,502
UNREALIZED GAIN ON INVESTMENTS$8,566,518

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAX PAYABLEDesc
BOY Book Value$87,360BOYBookValueAmt
EOY Book Value$99,930EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$207,172Amt
Net Investment Income$182,286NetInvestmentIncomeAmt
Disbursements Charitable Prps$23,096DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$34,834$1,941$32,893
FEDERAL EXCISE TAX$30,000$0$0

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