STRONG-CUEVAS SCULPTURE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STRONG-CUEVAS SCULPTURE FOUNDATION (EIN 99-1576597)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-11
- IRS object ID
- 202612549349101131
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-11T15:13:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 991576597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STRONG-CUEVAS SCULPTURE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRO | BusinessNameControlTxt |
| Phone | 6312677981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | AMAGANSETT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEDER C JOHNSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6312677981 | PhoneNum |
| Signature | 2026-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN A SAMARA EA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,983,938 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $18,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,519 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,519 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $971,219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $971,219 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$90,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,023,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $530,399 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $340 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $340 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $927,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,530,477 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $234,217 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $234,217 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,797 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,797 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $43,706 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $43,706 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $154,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $154,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $145,391 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $145,391 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $170 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $170 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,463 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $53,463 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $182,140 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $498 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $324,770 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $324,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,198,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,016,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,223,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,041,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$295,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,530,327 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $121,959 | CashBOYAmt |
| Cash EOY | $122,207 | CashEOYAmt |
| Cash EOYFMV | $122,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,566,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $251,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $251,990 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,091,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,349,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,970,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,970,255 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,822,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,056,959 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,056,959 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,070,854 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $236,763 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,891,841 | LandBOYAmt |
| Land EOY | $8,834,091 | LandEOYAmt |
| Land EOYFMV | $8,834,091 | LandEOYFMVAmt |
| Other Assets BOY | $41,768,436 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,748,436 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,748,436 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $90,611,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,983,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,983,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $90,611,112 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,983,938 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,611,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,983,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,611,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,983,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,611,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$295,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,668,223 | OtherIncreasesAmt |
| Subtotal | $94,983,938 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,983,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,987,827 | $2,445,428 | $542,399 | $542,399 | |||
| PUBLICLY TRADED SECURITIES | $3,027,643 | $3,027,643 | $0 | $0 | |||
| SALE OF FINE ARTS | $8,000 | $20,000 | -$12,000 | -$12,000 | D | 2024-02-13 | 2025-04-07 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $530,399 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,390 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,390 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,118 | OverpaymentAmt |
| Applied To ES Tax | $21,118 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6312677981 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | AMAGANSETT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH CARMICHAEL | ||||||||
| PO BOX 165 | AMAGANSETT | NY | 11930 | TRUSTEE, PRESIDENT | 10.00 | $0 | $0 | $0 |
| PEDER C JOHNSON | ||||||||
| PO BOX 165 | AMAGANSETT | NY | 11930 | TRUSTEE, TREASURER | 10.00 | $10,000 | $0 | $0 |
| ALICE B STOCK | ||||||||
| PO BOX 165 | AMAGANSETT | NY | 11930 | TRUSTEE, VICE PRESIDENT, SECRETARY | 10.00 | $10,000 | $0 | $0 |
| STEVEN GOLDGRAB | ||||||||
| PO BOX 165 | AMAGANSETT | NY | 11930 | TRUSTEE | 10.00 | $10,000 | $0 | $0 |
| THOMAS DENAPOLI | ||||||||
| PO BOX 165 | AMAGANSETT | NY | 11930 | TRUSTEE | 10.00 | $10,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK E BRISCOE | ||||||||
| PO BOX 165 | AMAGANSETT | NY | 11930 | FABRICATOR | 40.00 | $88,347 | $0 | $0 |
| STEPHEN LOSCHEN | ||||||||
| PO BOX 165 | AMAGANSETT | NY | 11930 | FACILITIES MANAGER | 40.00 | $75,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVID M FURCHGOTT | |||||
| 118 PEACHTREE STREET | CHARLESTON | SC | 29403 | STRAT. PLANNING & ORG. CONSULTING | $104,172 |
| GOLDGRAB CPA PLLC | |||||
| 46 STAUDERMAN AVENUE | LYNBROOK | NY | 11563 | BOOKKEEPING SERVICES | $84,786 |
| PKF O'CONNOR DAVIES | |||||
| 245 PARK AVENUE | NEW YORK | NY | 10167 | AUDIT AND TAX PREPARATION SERVICES | $69,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,516,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,110,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,627,109 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,627,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $624,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,002,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,050,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,050,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,272 | TotalTaxAmt |
| Distributable Before Adj | $2,028,863 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,028,863 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,028,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,041,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $124,390 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,165,477 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,028,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,099 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,165,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,099 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,162,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $866,485 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200168031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | AMERICAN UNIVERSITY MUSEUM EXHIBITION SUPPORT FUND | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,519 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $971,219 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $340 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$90,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $909,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $909,980 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH CARMICHAEL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | AMAGANSETT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING SERVICES | $84,786 | $0 | $84,786 |
| AUDIT AND TAX PREPARATION SERVICES | $69,439 | $0 | $69,439 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER BROTHERS FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE SUITE 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101150066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-11-30 | GrantDt |
| Grant | $450,000 | GrantAmt |
| Purpose Of Grant | SCULPTURE - RUNNING HEADS; LARGE, PAIRS (H.03.002), TO PROMOTE AND EDUCATE THE PUBLIC IN THE SCULPTURAL AND VISUAL ARTS. | PurposeOfGrantTxt |
| Expended By Grantee | $450,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/3/25 | DatesOfReportsByGranteeTxt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A (GOOGL) 2,475.000 SHARES | $774,675 | $774,675 |
| ALPHABET INC CL C (GOOG) 1,000.000 SHARES | $313,800 | $313,800 |
| AMAZON.COM INC (AMZN) 3,405.000 SHARES | $785,942 | $785,942 |
| AMERICAN EXPRESS CO (APX) 997.000 SHARES | $368,840 | $368,840 |
| AMERIPRISE FINL INC (AMP) 713.000 SHARES | $349,612 | $349,612 |
| APPLE INC (AAPL) 5,115.000 SHARES | $1,390,564 | $1,390,564 |
| BERKSHIRE HATHAWAY INC (BRKB) 1,725.000 SHARES | $867,071 | $867,071 |
| BLACKROCK INC (BLK) 147.000 SHARES | $157,340 | $157,340 |
| BRISTOL-MYERS SQUIBB CO (BMY) 4,560.000 SHARES | $245,967 | $245,967 |
| BROADRIDGE FINL SOLUTIONS INC (BRKB) 1,200.000 SHARES | $267,804 | $267,804 |
| COCA COLA COM (KO) 7,125.000 SHARES | $498,109 | $498,109 |
| EMERSON ELEC CO (EMR) 3,315.000 SHARES | $439,967 | $439,967 |
| EXXON MOBIL CORP (XOM) 7,088.000 SHARES | $852,970 | $852,970 |
| GENUINE PARTS CO (GPC) 1,625.000 SHARES | $199,810 | $199,810 |
| HOME DEPOT INC (HDI) 850.000 SHARES | $292,485 | $292,485 |
| JOHNSON AND JOHNSON COM (JNJ) 5,995.000 SHARES | $1,240,665 | $1,240,665 |
| JPMORGAN CHASE & CO (JPM) 2,760.000 SHARES | $889,327 | $889,327 |
| MERCK AND CO INC (MRK) 1,500.000 SHARES | $157,890 | $157,890 |
| MICROSOFT CORP (MSFT) 2,925.000 SHARES | $1,414,589 | $1,414,589 |
| NEWMONT CORP (NEM) 2,400.000 SHARES | $239,640 | $239,640 |
| QUALCOMM INC (QCOM) 1,480.000 SHARES | $253,154 | $253,154 |
| RTX CORP (RTX) 910.000 SHARES | $166,894 | $166,894 |
| SALESFORCE INC (CRM) 1,000.000 SHARES | $264,910 | $264,910 |
| WELLS FARGO & CO (WFC) 5,775.000 SHARES | $538,230 | $538,230 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES TREASURY FLOATING RATE BOND (TFLO) 60,170.000 SHARES | FMV | $3,036,178 | $3,036,178 |
| VANGUARD 500 INDEX FUND ETF (VOO) 24,172.000 SHARES | FMV | $15,158,986 | $15,158,986 |
| VANGUARD BOND INDEX FUND ULTRA SHORT ETF (VUSB) 61,275.000 SHARES | FMV | $3,053,946 | $3,053,946 |
| VANGUARD CORE BOND ETF (VCRB) 39,971.000 SHARES | FMV | $3,113,541 | $3,113,541 |
| VANGUARD EXTD MKT ETF (VXF) 17,315.000 SHARES | FMV | $3,620,913 | $3,620,913 |
| VANGUARD MALVERN FDS SHORT-TERM INDEX ETF (VTIP) 62,139.000 SHARES | FMV | $3,073,395 | $3,073,395 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND - 143 STONY HILL ROAD, AMAGANSETT, NY | $2,515,090 | $0 | $2,515,090 | $2,515,090 |
| LAND - 147 STONY HILL ROAD, AMAGANSETT, NY | $3,242,767 | $0 | $3,242,767 | $3,242,767 |
| BUILDING - 143 STONY HILL ROAD, AMAGANSETT, NY | $1,362,910 | $88,963 | $1,273,947 | $1,273,947 |
| BUILDING - 147 STONY HILL ROAD, AMAGANSETT, NY | $1,757,233 | $114,822 | $1,642,411 | $1,642,411 |
| CAPITAL IMPROVEMENTS - 147 STONY HILL ROAD, AMAGANSETT, NY | $192,854 | $32,978 | $159,876 | $159,876 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE COUNSEL | CategoryTxt |
| Legal Fees | $43,706 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,706 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HELD FOR CHARITABLE USE: ARTWORKS | $41,751,469 | $41,731,469 | $41,731,469 |
| HELD FOR CHARITABLE USE: BOOK COLLECTIONS | $16,967 | $16,967 | $16,967 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARTWORK, EXHIBITIONS AND RELATED EXPENSES | $82,268 | $0 | $82,268 |
| BANK FEES | $385 | $150 | $235 |
| DUES AND SUBSCRIPTIONS | $3,370 | $0 | $3,370 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE EXPENSE | $175,051 | $0 | $175,051 |
| PAYROLL PROCESSING FEES | $5,524 | $0 | $5,524 |
| PROPERTY MAINTENANCE | $9,996 | $0 | $9,996 |
| UTILITIES | $22,964 | $0 | $22,964 |
| WEB DESIGN | $4,297 | $0 | $4,297 |
| COMPUTER AND SOFTWARE | $2,368 | $0 | $2,368 |
| DINNER PARTY EXPENSES | $3,658 | $0 | $3,658 |
| OFFICE AND OTHER EXPENSES | $5,056 | $0 | $5,056 |
| PUBLICATIONS AND RESEARCH | $8,333 | $0 | $8,333 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $340 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $340 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,668,223 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARCHITECTURAL DESIGN | $30,744 | $0 | $30,744 |
| PROGRAMMATIC CONSULTANTS | $5,480 | $0 | $5,480 |
| STRATEGIC PLANNING & ORGANIZATIONAL CONSULTING | $104,172 | $0 | $104,172 |
| PROPERTY SURVEYOR | $4,320 | $0 | $4,320 |
| ENGINEERING SERVICES | $675 | $0 | $675 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE PROPERTY TAXES | CategoryTxt |
| Amt | $53,463 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,463 | DisbursementsCharitablePrpsAmt |
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