ADOLPH & ESTHER GOTTLIEB FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADOLPH & ESTHER GOTTLIEB FOUNDATION (EIN 13-2853957)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-16
- IRS object ID
- 202640759349100734
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-16T17:11:26-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132853957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADOLPH AND ESTHER GOTTLIEB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADOL | BusinessNameControlTxt |
| Phone | 2122260581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 WEST BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANFORD HIRSCH | PersonNm |
| Person Title | EXEC DIRECTOR/SECY | PersonTitleTxt |
| Phone | 2126971000 | PhoneNum |
| Signature | 2026-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2026-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,774,018 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $563,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $563,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,738,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,434,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,738,041 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,328,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,301,434 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $228,273 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,241 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $194,032 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $207,758 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,164 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $176,594 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $117,211 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,582 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $99,629 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,119 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,018 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,101 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,060 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,718 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,099 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,385 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,385 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,421 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,421 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $238,969 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,012,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $188,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $771,849 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,067,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,067,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,079,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $188,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,839,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,248,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,113,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $243,627 | CashEOYAmt |
| Cash EOYFMV | $243,627 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $194,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,795,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,795,994 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,873 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $116,175 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $160,993 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $160,993 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,642,839 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,717,036 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,869,544 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,235,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,002,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,879,485 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $544,727 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $525,493 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,674,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $125,207 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,037 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $170 | LandBOYAmt |
| Land EOY | $170 | LandEOYAmt |
| Land EOYFMV | $170 | LandEOYFMVAmt |
| Other Assets BOY | $12,607,205 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,150,205 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,150,205 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,346,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,595,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,774,018 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,300 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $50,678 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,227 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $954,758 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,527 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,005,436 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,341,660 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,590,547 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,341,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,590,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,346,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,595,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,341,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,248,887 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,590,547 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,590,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,471,282 | $3,229,466 | $241,816 | $241,816 | |
| GOTTLIEB ARTWORK | $95,000 | $31,000 | $64,000 | $64,000 | D |
| GOTTLIEB ARTWORK | $85,500 | $40,650 | $44,850 | $44,850 | D |
| GOTTLIEB ARTWORK | $1,700,000 | $750,000 | $950,000 | $950,000 | D |
| GOTTLIEB ARTWORK | $765,000 | $246,500 | $518,500 | $518,500 | D |
| GOTTLIEB ARTWORK | $125,000 | $57,500 | $67,500 | $67,500 | D |
| GOTTLIEB ARTWORK | $85,500 | $33,150 | $52,350 | $52,350 | D |
| GOTTLIEB ARTWORK | $800,000 | $247,500 | $552,500 | $552,500 | D |
| GOTTLIEB ARTWORK | $135,000 | $60,500 | $74,500 | $74,500 | D |
| CAPITAL GAINS DIVIDENDS | $172,025 | $172,025 | $172,025 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,738,041 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,624 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,624 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,474 | EsPenaltyAmt |
| Overpayment | $16,877 | OverpaymentAmt |
| Applied To ES Tax | $16,877 | 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 | GOTTLIEBFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2122260581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 WEST BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| SANFORD HIRSCH | ||||||||
| C/O FOUNDATION 380 WEST BROADWAY | NEW YORK | NY | 10012 | EXECUTIVE DIRECTOR/SECRETARY/TREASURER | 40.00 | $213,273 | $10,284 | $0 |
| CHARLOTTA KOTIK | ||||||||
| C/O FOUNDATION 380 WEST BROADWAY | NEW YORK | NY | 10012 | PRESIDENT | 1.00 | $3,000 | $0 | $0 |
| ROBERT MANGOLD | ||||||||
| C/O FOUNDATION 380 WEST BROADWAY | NEW YORK | NY | 10012 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| BROOKE RAPAPORT | ||||||||
| C/O FOUNDATION 380 WEST BROADWAY | NEW YORK | NY | 10012 | VICE PRESIDENT | 1.00 | $3,000 | $0 | $0 |
| LILY WEI | ||||||||
| C/O FOUNDATION 380 WEST BROADWAY | NEW YORK | NY | 10012 | VICE PRESIDENT | 1.00 | $3,000 | $0 | $0 |
| FRANKLIN SIRMANS | ||||||||
| C/O FOUNDATION 380 WEST BROADWAY | NEW YORK | NY | 10012 | DIRECTOR | 1.00 | $3,000 | $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 |
|---|---|---|---|---|---|---|---|---|
| PETRA PANKOW | ||||||||
| C/O FOUNDATION 380 WEST BROADWAY | NEW YORK | NY | 10012 | GRANTS MANAGER | 40.00 | $88,056 | $2,163 | $0 |
| KRISTIN A TOMS | ||||||||
| C/O FOUNDATION 380 WEST BROADWAY | NEW YORK | NY | 10012 | ADMIN ASSISTANT | 40.00 | $64,973 | $1,601 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON POINTE ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 BROAD STREET SUITE 1701 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEE | ServiceTypeTxt |
| Compensation | $59,936 | CompensationAmt |
| 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 | $21,724,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,161,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,787,558 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,673,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,673,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $385,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,288,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,264,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,264,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,273 | TotalTaxAmt |
| Distributable Before Adj | $1,221,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,221,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,221,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,839,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,839,149 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,221,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $236,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,179 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $428,566 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $442,743 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,438,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,839,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,221,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $618,014 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,056,621 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $236,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,819,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,179 | ExcessFromYear4Amt |
| Excess From Year3 | $150,255 | ExcessFromYear3Amt |
| Excess From Year2 | $428,566 | ExcessFromYear2Amt |
| Excess From Year1 | $442,743 | ExcessFromYear1Amt |
| Excess From Current Year | $618,014 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANFORD HIRSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 WEST BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122260581 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO ARTISTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY HELP IN PARK SLOPE | ||||||||
| 200 4TH AVENUE | BROOKLYN | NY | 11217 | N/A | PC | TOWARDS HELPING PEOPLE IN NEED, BOTH BY SERVING NUTRITIOUS MEALS AND BY PROVIDING SHELTER TO YOUNG MOTHERS AND THEIR INFANTS. | $6,000 | |
| INDIVIDUAL GRANTEES OF EMERGENCY SU | ||||||||
| C/O ADOLPH AND ESTHER GOTTLIEB | NEW YORK | NY | 10012 | NONE | I | EMERGENCY SUPPORT GRANT PROGRAM:IN ACCORDANCE WITH THE APPROVAL OF THIS GRANT-MAKING PROGRAM BY THE INTERNAL REVENUE SERVICE IN 1984, THE FOUNDATION KEEPS CERTAIN BASIC CASE RECORDS OF ALL EMERGENCY GRANTS MADE UNDER THE PROGRAM IN ORDER THAT THE PURPOSE OF ANY AND ALL SUCH GRANTS CAN BE SUBSTANTIATED UPON REQUEST BY THE INTERNAL REVENUE SERVICE. DUE TO THE CONFIDENTIAL NATURE OF THE EMERGENCY ASSISTANCE, THE NAMES AND ADDRESSES OF THE RECIPIENTS HAVE NOT BEEN PROVIDED AS PART OF THIS RETURN SINCE THE RETURN IS PUBLICLY AVAILABLE. SUCH INFORMATION WILL BE MADE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. NO GRANT RECIPIENTS ARE RELATED TO DISQUALIFIED PERSONS OF THE FOUNDATION. THE TOTAL OF THE GRANTS AWARDED UNDER THIS PROGRAM WAS $555,300. PLEASE SEE STATEMENT 12 FOR THE AMOUNT OF EACH SEPARATE AWARD GRANTED. | $555,300 | FOUNDATION 380 WEST BROADWAY |
| INDIVIDUAL GRANTEES UNDER LACK OF F | ||||||||
| C/O ADOLPH AND ESTHER GOTTLIEB | NEW YORK | NY | 10012 | NONE | I | THE FOUNDATION'S GRANT-MAKING PROCEDURES FOR GRANTS TO ARTISTS WHO LACK FINANCIAL RESOURCES FOR FULL UTILIZATION OF THEIR ARTISTIC TALENT WAS APPROVED BY THE INTERNAL REVENUE SERVICE BY A LETTER DATED SEPTEMBER 21, 1976. ALL THE ARTISTS RECEIVING GRANTS DURING THE TAXABLE YEAR WERE UNRELATED TO THE FOUNDATION.EACH OF THE FOLLOWING NAMED INDIVIDUAL ARTISTS RECEIVED A GRANT OF$25,000 UNDER THIS PROGRAM. TOTAL OF ALL GRANTS WAS $500,000. JOSH BLACKWELLCAROLINE GUNDERSDORFANNIE HAYESFREDERICK HAYESBRYAN GRANT IDAHADI S. TABATABAIMICHELLE WEINBERGJASON KAROIAKELISE W. ADIBIEDGAR CANOBUDDY BUNTINGL.C. FULTONSHARON HALLSANJAY KUMAR SINGHMICHELLE CHARLESKAORU HIRANOJOHANNES RAVEJAYANTA ROYLAURIS MILBRETSUROS WEINBERGER | $500,000 | FOUNDATION 380 WEST BROADWAY |
| REACHING OUT COMMUNITY SERVICES | ||||||||
| 7708 NEW UTRECHT AVENUE | BROOKLYN | NY | 11214 | N/A | PC | TO PROVIDE OPERATING SUPPORT TO OTHER LESSER FUNDED ORGANIZATIONS IN THE COMMUNITY. | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,067,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $563,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,738,041 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATION INCOME | Desc |
| Exclusion | $2,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,303,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,303,434 | 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 | PACE GALLERY LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 WEST 25TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PREPARATION OF ANNUAL FINANCIAL STATEMENTS AND TAX RETURNS | $37,319 | $5,598 | $31,721 |
| BOOKKEEPING | $2,800 | $420 | $2,380 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2000-06-16 | $1,410 | $1,410 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2006-04-12 | $1,545 | $1,545 | 200DB | 5.000000000000 | $0 | $0 |
| SERVER - EQUIPMENT | 2006-06-13 | $884 | $884 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2014-02-01 | $2,938 | $2,839 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2015-11-16 | $1,261 | $1,261 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2015-11-16 | $1,381 | $1,381 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2017-06-30 | $1,623 | $1,623 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2019-06-30 | $1,403 | $1,332 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2019-11-26 | $1,899 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2020-05-28 | $1,034 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2022-06-30 | $1,998 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2025-06-18 | $2,099 | 200DB | 5.000000000000 | $2,099 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART XIV, LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | INDIVIDUAL GRANTEES OF EMERGENCY SUPPORT GRANT PROGRAMRECIPIENT #1: $1,200RECIPIENT #2: $1,500RECIPIENT #3: $1,500RECIPIENT #4: $2,100RECIPIENT #5: $2,500RECIPIENT #6: $2,500RECIPIENT #7: $2,500RECIPIENT #8: $2,500RECIPIENT #9: $3,000RECIPIENT #10: $3,000RECIPIENT #11: $3,000RECIPIENT #12: $3,000RECIPIENT #13: $3,000RECIPIENT #14: $3,000RECIPIENT #15: $3,000RECIPIENT #16: $3,000RECIPIENT #17: $3,000RECIPIENT #18: $3,000RECIPIENT #19: $3,000RECIPIENT #20: $3,500RECIPIENT #21: $3,500RECIPIENT #22: $3,500RECIPIENT #23: $3,500RECIPIENT #24: $3,500RECIPIENT #25: $4,000RECIPIENT #26: $4,000RECIPIENT #27: $4,000RECIPIENT #28: $4,000RECIPIENT #29: $4,000RECIPIENT #30: $4,000RECIPIENT #31: $4,000RECIPIENT #32: $5,000RECIPIENT #33: $5,000RECIPIENT #34: $5,000RECIPIENT #35: $5,000RECIPIENT #36: $5,000RECIPIENT #37: $5,000RECIPIENT #38: $5,000RECIPIENT #39: $5,000RECIPIENT #40: $5,000RECIPIENT #41: $5,000RECIPIENT #42: $5,000RECIPIENT #43: $5,000RECIPIENT #44: $5,000RECIPIENT #45: $5,000RECIPIENT #46: $5,000RECIPIENT #47: $5,000RECIPIENT #48: $5,000RECIPIENT #49: $5,000RECIPIENT #50: $5,000RECIPIENT #51: $5,000RECIPIENT #52: $5,000RECIPIENT #53: $5,000RECIPIENT #54: $5,000RECIPIENT #55: $5,000RECIPIENT #56: $5,000RECIPIENT #57: $5,000RECIPIENT #58: $5,000RECIPIENT #59: $5,000RECIPIENT #60: $5,000RECIPIENT #61: $5,000RECIPIENT #62: $5,000RECIPIENT #63: $5,000RECIPIENT #64: $5,000RECIPIENT #65: $5,000RECIPIENT #66: $5,000RECIPIENT #67: $5,000RECIPIENT #68: $5,000RECIPIENT #69: $5,000RECIPIENT #70: $5,000RECIPIENT #71: $5,000RECIPIENT #72: $5,000RECIPIENT #73: $5,000RECIPIENT #74: $5,000RECIPIENT #75: $5,000RECIPIENT #76: $5,000RECIPIENT #77: $5,000RECIPIENT #78: $5,000RECIPIENT #79: $5,000RECIPIENT #80: $6,000RECIPIENT #81: $6,000RECIPIENT #82: $6,000RECIPIENT #83: $6,000RECIPIENT #84: $7,000RECIPIENT #85: $7,000RECIPIENT #86: $7,500RECIPIENT #87: $7,500RECIPIENT #88: $7,500RECIPIENT #89: $7,500RECIPIENT #90: $7,500RECIPIENT #91: $7,500RECIPIENT #92: $7,500RECIPIENT #93: $7,500RECIPIENT #94: $7,500RECIPIENT #95: $7,500RECIPIENT #96: $7,500RECIPIENT #97: $7,500RECIPIENT #98: $8,000RECIPIENT #99: $8,000RECIPIENT #100: $8,000RECIPIENT #101: $8,500RECIPIENT #102: $10,000RECIPIENT #103: $10,000RECIPIENT #104: $10,000RECIPIENT #105: $10,000RECIPIENT #106: $10,000RECIPIENT #107: $10,000TOTAL: $555,300 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK AND CO. INC. | $5,482 | $284,976 |
| TRI CONTINENTAL CORP. | $4,400 | $6,332 |
| PRINCIPAL GLOBAL DIVERSIFIED FUND | $397,755 | $360,504 |
| BLACKROCK GLOBAL ALLOCATION FUND | $1,333,419 | $1,419,576 |
| CULLEN HIGH DIVIDEND EQUITY FUND | $1,022,493 | $876,884 |
| GATEWAY FUND | $1,070,946 | $1,548,428 |
| JP MORGAN EMERGING MARKETS FUND | $377,833 | $501,499 |
| VANGUARD 500 INDEX FUND | $1,187,392 | $1,844,139 |
| VANGUARD DEVELOPED MARKETS FUND | $669,096 | $861,114 |
| VANGUARD MID CAP FUND | $1,602,022 | $2,279,570 |
| VANGUARD S&P SMALL CAP FUND | $548,073 | $981,711 |
| MACQUARIE SMALL CAP CORE FUND | $783,554 | $911,267 |
| ORANON & CO. | $0 | $3,485 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,717,036 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,869,544 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 380 WEST BROADWAY COMPANY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $525,493 | BookValueAmt |
| EOYFMV | $1,674,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $1,410 | $1,410 | $0 |
| COMPUTER | $1,545 | $1,545 | $0 |
| SERVER - EQUIPMENT | $884 | $884 | $0 |
| COMPUTER | $2,938 | $2,839 | $99 |
| COMPUTER | $1,261 | $1,261 | $0 |
| COMPUTER | $1,381 | $1,381 | $0 |
| COMPUTER | $1,623 | $1,623 | $0 |
| COMPUTER | $1,403 | $1,332 | $71 |
| COMPUTER | $1,899 | $1,899 | $0 |
| COMPUTER | $1,034 | $1,034 | $0 |
| COMPUTER | $1,998 | $1,998 | $0 |
| COMPUTER | $2,099 | $2,099 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKS OF ART | Desc |
| BOY Book Value | $12,607,205 | BOYBookValueAmt |
| EOY Book Value | $12,150,205 | EOYBookValueAmt |
| EOYFMV | $12,150,205 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRODUCTION AND OTHER COSTS | $87,077 | $0 | $87,077 |
| POSTAGE | $165 | $0 | $165 |
| ART COLLECTION COSTS | $2,174 | $0 | $2,174 |
| NYS FILING FEE | $750 | $0 | $750 |
| EXHIBITION EXPENSES | $33 | $0 | $33 |
| OFFICE SUPPLIES | $8,853 | $0 | $8,853 |
| COMPUTER COSTS | $1,275 | $0 | $1,275 |
| ADVERTISING | $1,645 | $0 | $1,645 |
| SECURITY | $3,746 | $0 | $3,746 |
| GOTTLIEB MONOGRAPH - PHOTOS | $2,359 | $0 | $2,359 |
| OFFICE EXPENSES | $10,019 | $0 | $10,019 |
| GOTTLIEB MONOGRAPH - DESIGN | $32,213 | $0 | $32,213 |
| INSURANCE | $31,524 | $0 | $31,524 |
| RENTAL LOSS - JOINT VENTURE | $19,234 | $19,234 | $0 |
| STORAGE | $53,536 | $0 | $53,536 |
| MAINTENANCE | $3,600 | $0 | $3,600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATION INCOME | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL - PENSION PLAN | $1,227 | $0 |
| PAYALE TO HSBC BROKERAGE | $0 | $954,758 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $80,060 | $80,060 | $0 |
| GRANT APPLICATION SERVICE FEES | $15,385 | $0 | $15,385 |
| PAYROLL SERVICE | $3,768 | $0 | $3,768 |
| PENSION PLAN MANAGEMENT | $2,565 | $0 | $2,565 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $50,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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