CALDER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CALDER FOUNDATION (EIN 13-3466986)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-02-25
- IRS object ID
- 202040569349100109
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-25T13:46:41-06:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131974820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LH FRISHKOFF & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 FIFTH AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100365000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133466986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LH FRISHKOFF & COMPANY LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALD | BusinessNameControlTxt |
| Phone | 2128080070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 FIFTH AVENUE NO 9 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER ROWER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128080070 | PhoneNum |
| Signature | 2020-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V PERNA CPA | PreparerPersonNm |
| PTIN | P00164443 | PTIN |
| Phone | 2128080070 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $665,462,474 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,211,131 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,814 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,814 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $517,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,492 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $449,670 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $271,159 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $178,511 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,696,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $306,485 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $178,511 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,162,729 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,879 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $4,934 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,148,917 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $271,609 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,602 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $2,557 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $264,449 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $87,712 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $87,712 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,746 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $57,689 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $32,057 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,660 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,928 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,340 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $9,636 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $35,952 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $351,304 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $351,176 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $110,988 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,836 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $9,911 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $83,241 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,840 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,787 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $3,772 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,281 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $687,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,161 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $61,130 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $517,936 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,906,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $475,173 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,210,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,906,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $475,173 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,210,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,191 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,303 | CashBOYAmt |
| Cash EOY | $68,000 | CashEOYAmt |
| Cash EOYFMV | $68,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,165,010 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $556,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $556,272 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,680 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,618 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,618 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,114 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,205 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,697,877 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $512,405 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $512,405 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,932,164 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,981,098 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,696,462 | LandBOYAmt |
| Land EOY | $12,951,066 | LandEOYAmt |
| Land EOYFMV | $19,564,141 | LandEOYFMVAmt |
| Other Assets BOY | $272,314,584 | OtherAssetsBOYAmt |
| Other Assets EOY | $272,766,624 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $644,758,833 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $287,033,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $286,857,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $665,462,474 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $287,033,756 | RetainedEarningBOYAmt |
| Retained Earning EOY | $286,857,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $287,033,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $286,857,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $287,033,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $286,857,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $287,033,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,807 | OtherIncreasesAmt |
| Subtotal | $286,860,946 | SubtotalAmt |
| Other Decreases | $3,847 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $286,857,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| A07793 ALEXANDER CALDER, SMALL CITY 1964 | D | 2013-01-11 | 2018-12-17 | $517,500 | $458,500 | $59,000 | $59,000 |
| CURRENCY EXCHANGE LOSS | P | 2019-08-31 | $24,551 | -$24,551 | -$24,551 | ||
| GE CASH IN LIEU | P | 2019-08-31 | $55 | $55 | $55 | ||
| LOSS ON DISPOSITION OF ICESTONE LLC | D | 2019-03-31 | $2,012 | -$2,012 | -$2,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,492 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,345,367 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,515,572 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.977353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,467,782 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,539,326 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094456 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,291,326 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,243,184 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079500 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,203,992 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,950,487 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134517 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,316,093 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,988,571 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.164747 | DistributionYr5Rt |
| Total Distribution | 1.450573 | TotalDistributionRt |
| Average Distribution | 0.290115 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,202,619 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $348,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $852 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $349,750 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,210,148 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $6,114 | OverpaymentAmt |
| Applied To ES Tax | $6,114 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CALDER.ORG | WebsiteAddressTxt |
| Individual With Books | CALDER FOUNDATION | IndividualWithBooksNm |
| Phone | 2123342424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 WEST 25TH STREET 12 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER SC ROWER | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | CHAIRMAN / PRESIDENT | 40.00 | $0 | $0 | $0 |
| SANDRA DAVIDSON | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | SECRETARY / TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN V PERNA | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | TREASURER / TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHAWN DAVIDSON | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| SEAN SWEENEY | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANDREA DAVIDSON | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| HOLTON ROWER | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER LIPMAN | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| GRYPHON ROWER-UPJOHN | ||||||||
| C/O LHFRISHKOFF CO546 FIFTH AVE | NEW YORK | NY | 10036 | VICE PRESIDENT / TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXIS MAROTTA | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR OF ARCHIVES | 40.00 | $153,194 | $0 | $0 |
| LILY C LYONS | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR OF EXTERNAL | 40.00 | $131,931 | $0 | $0 |
| SUSAN DAM | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR RESEARCH AN | 40.00 | $131,551 | $0 | $0 |
| IAN ROTHAM | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR OF AGRICULT | 40.00 | $98,342 | $0 | $0 |
| KENDRA BRENNAN | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | ARCHIVIST | 40.00 | $57,937 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LH FRISHKOFF & CO LLP | |||||
| 546 FIFTH AVE | NEW YORK | NY | 10036 | ACCOUNTING FEES | $89,746 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL FEES | $78,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CATALOGUING ALL THE WORKS PRODUCED BY THE ARTIST ALEXANDER CALDER AND MAKING HIS WORKS AVAILABLE FOR PUBLIC INSPECTION IN ORDER TO FACILITATE ART EDUCATION AND RESEARCH | Description1Txt |
| Expenses1 | $2,210,148 | Expenses1Amt |
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 | $1,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,219,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,220,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,220,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,202,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,210,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,210,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $852 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,209,296 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1991-09-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,210,148 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $1,467,782 | Year2Amt |
| Year3 | $1,291,326 | Year3Amt |
| Total | $4,969,256 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,210,148 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $1,467,782 | Year2Amt |
| Year3 | $1,291,326 | Year3Amt |
| Total | $4,969,256 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $40,087 | CurrentYearAmt |
| Year1 | $17,602 | Year1Amt |
| Year2 | $517,977 | Year2Amt |
| Year3 | $541,439 | Year3Amt |
| Total | $1,117,105 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANDRA DAVIDSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| ROYALTY FEES | 15 | $271,159 |
| EXHIBITION INCOME | $178,461 | |
| LICENSING FEES | 01 | $50 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,814 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $449,670 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $484,996 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | LICENSING INCOME FOR BOOKS AND EXHIBITION |
| 1B | ART WORKS WERE DISPLAYED TO THE PUBLIC FOR ART EDUCATION AND RESEARCH |
| 1C | OTHER MISCELLANEOUS LICENSING FEES |
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 (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWN DAVIDSON | |||||||||||
| 1 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $50,000 | Yes (X) | |||||
| HOLTON ROWER | |||||||||||
| 2 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $126,000 | Yes (X) | |||||
| ALEXANDER ROWER | |||||||||||
| 3 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $367,000 | Yes (X) | |||||
| STANLEY COHEN | |||||||||||
| 4 | 117 EAST 57TH STREET 32F | NEW YORK | NY | 10022 | $5,000 | Yes (X) | |||||
| SANDRA DAVIDSON | |||||||||||
| 5 | 99 JANE STREET | NEW YORK | NY | 10014 | $20,000 | Yes (X) | |||||
| THE LIPMAN FAMILY FOUNDATION INC | |||||||||||
| 6 | 188 FAVONIO ROAD | PORTOLA VALLEY | CA | 94028 | $50,000 | Yes (X) | |||||
| JOHN V PERNA | |||||||||||
| 7 | 207 SETON DRIVE | NEW ROCHELLE | NY | 10804 | $10,000 | Yes (X) | |||||
| ALEXANDER ROWER | |||||||||||
| 8 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $750,000 | Yes (X) | |||||
| ALEXANDER ROWER | |||||||||||
| 9 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $150,000 | Yes (X) | |||||
| ALEXANDER ROWER | |||||||||||
| 10 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $3,000 | Yes (X) | |||||
| GRYPHON-ROWER UPJOHN | |||||||||||
| 11 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $1,000 | Yes (X) | |||||
| MICHAEL STERNBERG | |||||||||||
| 12 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $50,000 | Yes (X) | |||||
| SEAN SWEENEY | |||||||||||
| 13 | C/O LH FRISHKOFF CO LLP 546 FIFTH A | NEW YORK | NY | 10036 | $10,000 | Yes (X) | |||||
| JOANNA GREEN G KOEPPEL | |||||||||||
| 14 | 357 PAINTER HILL ROAD | ROXBURY ROAD | CT | 06783 | $559,000 | Yes (X) | |||||
| CENTRO BOTIN | |||||||||||
| 15 | $59,931 | Yes (X) | MUELLE DE ALBAREDA PASEO DE PEREDA | CANTABRIA | SP | 39004 | |||||
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 8 | ALEXANDER CALDER, CAGED CROCKERY, 1945 | $750,000 | 2019-01-09 |
| 9 | ALEXANDER CALDER; FIRENZE, 1967 21 1/2" X 30", LITHOGRAPH. | $150,000 | 2019-01-09 |
| 10 | ALEXANDER CALDER; FIRENZE, 1967 21 1/2" X 30" LITHOGRAPH | $3,000 | 2019-01-09 |
| 14 | LAND - MAP 39 LOT 17 | $559,000 | 2019-07-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | L.H. FRISHKOFF & CO LLP | CategoryTxt |
| Amt | $89,746 | Amt |
| Net Investment Income | $57,689 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,057 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (120 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 1993-06-30 | $3,078 | $3,078 | 150DB | 7.000000000000 | $0 | $0 | $0 | |
| FURNITURE & FIXTURES | 1999-08-05 | $200 | $200 | SL | 7.000000000000 | $0 | $0 | $0 | |
| FURNITURE & FIXTURES | 1993-09-01 | $3,890 | $3,890 | 150DB | 7.000000000000 | $0 | $0 | $0 | |
| FURNITURE & FIXTURES | 1996-02-01 | $923 | $923 | SL | 5.000000000000 | $0 | $0 | $0 | |
| OFFICE EQUIPMENT | 1999-01-20 | $4,950 | $4,950 | SL | 7.000000000000 | $0 | $0 | $0 | |
| LEASEHOLD IMPROVEMENT | 1999-01-22 | $2,000 | $1,001 | SL | 39.000000000000 | $51 | $0 | $51 | |
| LEASEHOLD IMPROVEMENT | 1999-02-08 | $250 | $117 | SL | 39.000000000000 | $6 | $0 | $6 | |
| OFFICE EQUIPMENT | 1999-02-25 | $198 | $198 | SL | 7.000000000000 | $0 | $0 | $0 | |
| FURNITURE & FIXTURES | 1999-02-25 | $606 | $606 | SL | 7.000000000000 | $0 | $0 | $0 | |
| FURNITURE & FIXTURES | 1999-03-15 | $610 | $610 | SL | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE EQUIPMENT | 1999-06-22 | $2,451 | $2,451 | SL | 7.000000000000 | $0 | $0 | $0 | |
| ART EQUIPMENT | 1999-06-24 | $830 | $830 | SL | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE EQUIPMENT | 1999-08-05 | $390 | $390 | SL | 7.000000000000 | $0 | $0 | $0 | |
| COMPUTER EQUIPMENT | 2000-09-01 | $12,567 | $11,906 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| OFFICE EQUIPMENT | 2001-06-01 | $4,094 | $4,094 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| WEBSITE DEVELOPMENT | 2003-08-31 | $11,375 | $11,375 | SL | 3.000000000000 | $0 | $0 | $0 | |
| EQUIPMENT | 2006-06-09 | $4,600 | $4,600 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| BUILDING | 2005-10-31 | $4,674,087 | $1,543,043 | SL | 39.000000000000 | $119,848 | $0 | $119,848 | |
| BUILDING IMPROVEMENT | 2006-07-31 | $1,062,881 | $330,557 | SL | 39.000000000000 | $27,253 | $0 | $27,253 | |
| OFFICE EQUIPMENT | 2006-12-31 | $38,879 | $38,879 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| FIXTURES | 2006-12-31 | $107,928 | $107,928 | SL | 7.000000000000 | $0 | $0 | $0 | |
| COMPUTER EQUIPMENT | 2006-12-31 | $24,027 | $24,027 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURES | 2007-09-05 | $5,019 | $5,019 | SL | 7.000000000000 | $0 | $0 | $0 | |
| EQUIPMENT | 2007-11-09 | $1,945 | $1,945 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURES | 2007-11-27 | $1,630 | $1,630 | SL | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURES | 2008-01-17 | $2,229 | $2,229 | SL | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURES | 2008-07-24 | $150 | $150 | SL | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURES | 2008-10-08 | $125 | $62 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURE | 2008-10-24 | $822 | $411 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| COMPUTER EQUIPMENT | 2009-03-02 | $699 | $349 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| SHELVES | 2009-09-01 | $500 | $250 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURE | 2009-09-14 | $484 | $242 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE EQUIPMENT | 2010-01-14 | $5,091 | $2,545 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE EQUIPMENT | 2010-03-10 | $10,125 | $5,062 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| FURNITURE & FIXTURE | 2010-06-25 | $4,500 | $2,250 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURE | 2011-04-06 | $17,231 | 200DB | 7.000000000000 | $0 | $0 | $0 | ||
| OFFICE EQUIPMENT | 2011-05-19 | $5,035 | 200DB | 7.000000000000 | $0 | $0 | $0 | ||
| OFFICE FURNITURE | 2011-07-12 | $17,231 | 200DB | 7.000000000000 | $0 | $0 | $0 | ||
| OFFICE FURNITURE | 2012-03-02 | $3,486 | $3,330 | 200DB | 7.000000000000 | $156 | $0 | $156 | |
| OFFICE FURNITURE | 2012-03-16 | $6,234 | $5,956 | 200DB | 7.000000000000 | $278 | $0 | $278 | |
| OFFICE FURNITURE | 2012-04-10 | $3,635 | $3,473 | 200DB | 7.000000000000 | $162 | $0 | $162 | |
| LAND - 339 PAINTER HILLD ROAD, CT | 2011-03-10 | $676,162 | L | $0 | $0 | $0 | |||
| COMPUTER EQUIPMENT | 2013-06-18 | $1,893 | $946 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURE | 2012-10-23 | $3,285 | $1,422 | 200DB | 7.000000000000 | $147 | $0 | $469 | |
| OFFICE FURNITURE | 2012-11-09 | $24,936 | $10,799 | 200DB | 7.000000000000 | $1,113 | $0 | $3,562 | |
| OFFICE FURNITURE | 2013-04-26 | $3,009 | $1,302 | 200DB | 7.000000000000 | $135 | $0 | $430 | |
| COMPUTER EQUIPMENT | 2013-12-16 | $9,521 | $4,486 | 200DB | 5.000000000000 | $274 | $0 | $635 | |
| COMPUTER EQUIPMENT | 2014-01-15 | $2,484 | $2,341 | 200DB | 5.000000000000 | $143 | $0 | $143 | |
| COMPUTER EQUIPMENT | 2014-04-15 | $1,299 | $1,224 | 200DB | 5.000000000000 | $75 | $0 | $75 | |
| COMPUTER EQUIPMENT | 2014-08-15 | $6,005 | $5,659 | 200DB | 5.000000000000 | $346 | $0 | $346 | |
| FIXTURES | 2014-09-04 | $48,000 | $16,503 | 200DB | 7.000000000000 | $2,142 | $0 | $6,857 | |
| OFFICE FURNITURE | 2015-06-22 | $5,760 | $3,961 | 200DB | 7.000000000000 | $514 | $0 | $823 | |
| SCANNER | 2015-01-22 | $1,030 | $852 | 200DB | 5.000000000000 | $119 | $0 | $178 | |
| OFFICE FURNITURE | 2015-11-12 | $2,393 | $738 | 200DB | 7.000000000000 | $131 | $0 | $342 | |
| OFFICE FURNITURE | 2016-08-11 | $5,319 | $1,351 | 200DB | 7.000000000000 | $374 | $0 | $760 | |
| LEASEHOLD IMPROVEMENT | 2016-03-07 | $14,580 | $2,430 | SL | 15.000000000000 | $972 | $0 | $972 | |
| OFFICE FIXTURE | 2016-05-04 | $3,500 | $953 | 200DB | 7.000000000000 | $228 | $0 | $500 | |
| COMPUTER EQUIPMENT | 2015-10-14 | $1,128 | $432 | 200DB | 5.000000000000 | $62 | $0 | $226 | |
| PRINTER | 2015-11-12 | $1,795 | $687 | 200DB | 5.000000000000 | $99 | $0 | $359 | |
| COMPUTER EQUIPMENT | 2015-12-16 | $2,945 | $1,075 | 200DB | 5.000000000000 | $167 | $0 | $589 | |
| COMPUTER EQUIPMENT | 2016-02-10 | $1,499 | $547 | 200DB | 5.000000000000 | $85 | $0 | $300 | |
| SECURITY CAMERA | 2016-07-12 | $876 | $288 | 200DB | 5.000000000000 | $60 | $0 | $175 | |
| DINING TABLE - LOWER FARM LLC | 2016-07-22 | $450 | $114 | 200DB | 7.000000000000 | $32 | $0 | $64 | |
| FURNITURE - LOWER FARM LLC | 2016-07-19 | $1,464 | $372 | 200DB | 7.000000000000 | $103 | $0 | $209 | |
| RANGE AND DISHWASHER - LOWER FARM LLC | 2016-07-11 | $1,135 | $373 | 200DB | 5.000000000000 | $78 | $0 | $227 | |
| REFRIGERATOR - LOWER FARM LLC | 2016-08-24 | $1,106 | $364 | 200DB | 5.000000000000 | $76 | $0 | $221 | |
| 303 PAINTER HILL ROAD | 2016-06-10 | $79,323 | $4,576 | SL | 39.000000000000 | $2,034 | $0 | $2,034 | |
| 303 PAINTER HILL ROAD | 2016-06-16 | $275,000 | L | $0 | $0 | $0 | |||
| REFRIGERATOR | 2016-09-14 | $1,148 | $350 | 200DB | 5.000000000000 | $90 | $0 | $230 | |
| EQUIPMENT | 2017-07-10 | $1,069 | $230 | 200DB | 5.000000000000 | $122 | $0 | $214 | |
| COMPUTER EQUIPMENT | 2016-09-14 | $609 | $185 | 200DB | 5.000000000000 | $48 | $0 | $122 | |
| COMPUTER EQUIPMENT | 2016-09-20 | $13,478 | $4,111 | 200DB | 5.000000000000 | $1,051 | $0 | $2,696 | |
| COMPUTER EQUIPMENT | 2016-11-16 | $5,549 | $1,692 | 200DB | 5.000000000000 | $433 | $0 | $1,110 | |
| COMPUTER EQUIPMENT | 2017-03-07 | $662 | $162 | 200DB | 5.000000000000 | $68 | $0 | $132 | |
| ROCK RAKE WENGER - LOWER FARM LLC | 2017-04-03 | $2,715 | $491 | 200DB | 7.000000000000 | $247 | $0 | $388 | |
| BCS TILLER - LOWER FARM LLC | 2017-05-31 | $4,396 | $797 | 200DB | 7.000000000000 | $400 | $0 | $628 | |
| CINDER PRESS - LOWER FARM LLC | 2017-07-07 | $2,437 | $379 | 200DB | 7.000000000000 | $240 | $0 | $348 | |
| LIFT TRUCK - LOWER FARM LLC | 2017-06-20 | $27,750 | $4,319 | 200DB | 7.000000000000 | $2,730 | $0 | $3,964 | |
| PICKUP TRUCK - LOWER FARM LLC | 2017-05-02 | $11,000 | $2,695 | 200DB | 5.000000000000 | $1,122 | $0 | $2,200 | |
| LAND - 33 BEAR BURROW RD, CT - LOWER FARM LLC | 2017-02-16 | $220,000 | L | $0 | $0 | $0 | |||
| 33 BEAR BURROW RD, CT | 2017-02-16 | $132,503 | $5,097 | SL | 39.000000000000 | $3,398 | $0 | $3,398 | |
| COMPUTER EQUIPMENT | 2017-10-10 | $10,400 | 200DB | 5.000000000000 | $0 | $0 | $2,080 | ||
| COMPUTER EQUIPMENT | 2018-03-12 | $5,646 | 200DB | 5.000000000000 | $0 | $0 | $1,129 | ||
| COMPUTER EQUIPMENT | 2018-06-01 | $3,320 | 200DB | 5.000000000000 | $0 | $0 | $664 | ||
| COMPUTER EQUIPMENT | 2018-08-14 | $6,567 | 200DB | 5.000000000000 | $0 | $0 | $1,313 | ||
| 4 SEASON TOOLS - LOWER FARM LLC | 2017-09-01 | $23,770 | $1,698 | 200DB | 7.000000000000 | $2,911 | $0 | $3,396 | |
| SNOW BLOWER - LOWER FARM LLC | 2017-12-31 | $5,424 | 200DB | 7.000000000000 | $0 | $0 | $775 | ||
| AIR COMPRESSOR - LOWER FARM LLC | 2018-01-11 | $2,799 | 200DB | 7.000000000000 | $0 | $0 | $400 | ||
| TRACTOR - LOWER FARM LLC | 2018-03-15 | $11,400 | 200DB | 7.000000000000 | $0 | $0 | $1,629 | ||
| FARMING EQUIPMENT - LOWER FARM LLC | 2018-03-29 | $15,000 | 200DB | 7.000000000000 | $0 | $0 | $2,143 | ||
| WHITE 588 PLOW - LOWER FARM LLC | 2018-04-23 | $6,466 | 200DB | 7.000000000000 | $0 | $0 | $924 | ||
| FLAIL MOWER - LOWER FARM LLC | 2018-05-02 | $15,062 | 200DB | 7.000000000000 | $0 | $0 | $2,152 | ||
| 2013 TEREX TC75 - LOWER FARM LLC | 2018-05-02 | $59,337 | 200DB | 7.000000000000 | $0 | $0 | $8,477 | ||
| GENERATOR - LOWER FARM LLC | 2018-06-15 | $24,286 | 200DB | 7.000000000000 | $0 | $0 | $3,469 | ||
| ZERO TURN MOWER - LOWER FARM LLC | 2018-07-09 | $18,073 | 200DB | 7.000000000000 | $0 | $0 | $2,582 | ||
| 1958 FARMALL 140 TRACTOR - LOWER FARM LLC | 2018-07-11 | $5,500 | 200DB | 7.000000000000 | $0 | $0 | $786 | ||
| ROAD - LOWER FARM LLC | 2017-09-01 | $26,667 | $1,778 | SL | 15.000000000000 | $1,778 | $0 | $1,778 | |
| LAND - TOPHET ROAD, CT - LOWER FARM LLC | 2018-03-28 | $900,000 | L | $0 | $0 | $0 | |||
| LAND - 221 GOOD HILL ROAD | 2018-07-09 | $8,500 | L | $0 | $0 | $0 | |||
| LAND - 340 PAINTER HILL ROAD | 2018-05-09 | $420,000 | L | $0 | $0 | $0 | |||
| LAND - 65 CROSS BROOK ROAD, ROXBURY CT | 2018-05-04 | $400,000 | L | $0 | $0 | $0 | |||
| LAND - MAP 30 LOT 5 ROXBURY CT | 2018-06-08 | $163,170 | L | $0 | $0 | $0 | |||
| LAND - MAP 38 LOT 27 ROXBURY CT | 2018-06-08 | $300,000 | L | $0 | $0 | $0 | |||
| LAND - MAP 39 LOT 5 ROXBURY CT | 2018-06-08 | $30,000 | L | $0 | $0 | $0 | |||
| LAND - MAP 39 LOT 6 ROXBURY CT | 2019-06-08 | $30,000 | L | $0 | $0 | $0 | |||
| LAND - MAP 39 LOT 17 ROXBURY CT | 2019-01-25 | $559,000 | L | $0 | $0 | $0 | |||
| 314 PAINTER HILL ROAD IMPROVEMENTS | 2019-08-31 | $730,633 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| FURNITURE & FIXTURE - LADDER | 2018-10-18 | $3,165 | 200DB | 7.000000000000 | $3,165 | $0 | $377 | ||
| FURNITURE & FIXTURE - CHAIRS AND DOLLYS | 2019-02-20 | $16,645 | 200DB | 7.000000000000 | $16,645 | $0 | $1,189 | ||
| SECURITY CAMERA | 2019-04-16 | $8,000 | 200DB | 5.000000000000 | $8,000 | $0 | $533 | ||
| FIXTURES - SHELVES | 2018-11-12 | $9,789 | 200DB | 7.000000000000 | $9,789 | $0 | $1,165 | ||
| COMPUTER EQUIPMENT | 2018-09-03 | $4,243 | 200DB | 5.000000000000 | $4,243 | $0 | $849 | ||
| WEBSITE DEVELOPMENT | 2019-04-17 | $15,984 | 200DB | 3.000000000000 | $15,984 | $0 | $1,776 | ||
| FARMING EQUIPMENT - LOWER FARM LLC | 2018-09-04 | $3,844 | 200DB | 7.000000000000 | $3,844 | $0 | $549 | ||
| SNOW BLOWER - LOWER FARM LLC | 2018-11-29 | $2,526 | 200DB | 7.000000000000 | $2,526 | $0 | $271 | ||
| EVAPORATOR - LOWER FARM LLC | 2018-12-11 | $3,978 | 200DB | 7.000000000000 | $3,978 | $0 | $426 | ||
| DISK HARROW/SPREADER - LOWER FARM LLC | 2019-01-01 | $2,568 | 200DB | 7.000000000000 | $2,568 | $0 | $245 | ||
| BARN CONSTRUCTION AND IMPROVEMENTS - LOWER FARM LLC | 2018-09-01 | $3,699,302 | SL | 39.000000000000 | $90,902 | $0 | $90,902 | ||
| LAND IMPROVEMENTS - LOWER FARM LLC | 2018-09-01 | $532,762 | SL | 15.000000000000 | $17,759 | $0 | $35,517 | ||
| BUILDING - TOPHET ROAD CT - LOWER FARM LLC | 2018-03-28 | $101,727 | NC | $0 | $0 | $0 | 0.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GE STOCK | StockNm |
| EOY Book Value | $1,114 | EOYBookValueAmt |
| EOYFMV | $1,205 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| POSTAGE STAMP COLLECTION | AT COST | $22,400 | $22,400 |
| CR TRADER PARTNERS LP | AT COST | $2,350 | $2,350 |
| INVESTMENT - LITCHFIELD INVESTMENT SOCIETY LLC | FMV | $487,655 | $487,655 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (123 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $3,078 | $3,078 | $0 |
| FURNITURE & FIXTURES | $200 | $200 | $0 |
| FURNITURE & FIXTURES | $3,890 | $3,890 | $0 |
| FURNITURE & FIXTURES | $923 | $923 | $0 |
| OFFICE EQUIPMENT | $4,950 | $4,950 | $0 |
| LEASEHOLD IMPROVEMENT | $2,000 | $1,052 | $948 |
| LEASEHOLD IMPROVEMENT | $250 | $123 | $127 |
| OFFICE EQUIPMENT | $198 | $198 | $0 |
| FURNITURE & FIXTURES | $606 | $606 | $0 |
| FURNITURE & FIXTURES | $610 | $610 | $0 |
| OFFICE EQUIPMENT | $2,451 | $2,451 | $0 |
| ART EQUIPMENT | $830 | $830 | $0 |
| OFFICE EQUIPMENT | $390 | $390 | $0 |
| COMPUTER EQUIPMENT | $12,567 | $11,906 | $661 |
| OFFICE EQUIPMENT | $4,094 | $4,094 | $0 |
| WEBSITE DEVELOPMENT | $11,375 | $11,375 | $0 |
| EQUIPMENT | $4,600 | $4,600 | $0 |
| BUILDING | $4,674,087 | $1,662,891 | $3,011,196 |
| BUILDING IMPROVEMENT | $1,062,881 | $357,810 | $705,071 |
| OFFICE EQUIPMENT | $38,879 | $38,879 | $0 |
| FIXTURES | $107,928 | $107,928 | $0 |
| COMPUTER EQUIPMENT | $24,027 | $24,027 | $0 |
| COMPUTER SOFTWARE | $2,414 | $2,414 | $0 |
| OFFICE FURNITURES | $5,019 | $5,019 | $0 |
| EQUIPMENT | $1,945 | $1,945 | $0 |
| OFFICE FURNITURES | $1,630 | $1,630 | $0 |
| OFFICE FURNITURES | $2,229 | $2,229 | $0 |
| COMPUTER SOFTWARE | $20,999 | $20,999 | $0 |
| OFFICE FURNITURES | $150 | $150 | $0 |
| OFFICE FURNITURES | $125 | $125 | $0 |
| OFFICE FURNITURE | $822 | $822 | $0 |
| COMPUTER EQUIPMENT | $699 | $699 | $0 |
| SHELVES | $500 | $500 | $0 |
| OFFICE FURNITURE | $484 | $484 | $0 |
| OFFICE EQUIPMENT | $5,091 | $5,091 | $0 |
| OFFICE EQUIPMENT | $10,125 | $10,125 | $0 |
| FURNITURE & FIXTURE | $4,500 | $4,500 | $0 |
| OFFICE FURNITURE | $17,231 | $17,231 | $0 |
| OFFICE EQUIPMENT | $5,035 | $5,035 | $0 |
| OFFICE FURNITURE | $17,231 | $17,231 | $0 |
| COMPUTER SOFTWARE | $77,000 | $77,000 | $0 |
| OFFICE FURNITURE | $3,486 | $3,486 | $0 |
| OFFICE FURNITURE | $6,234 | $6,234 | $0 |
| OFFICE FURNITURE | $3,635 | $3,635 | $0 |
| LAND - 339 PAINTER HILLD ROAD, CT | $676,162 | $0 | $676,162 |
| COMPUTER EQUIPMENT | $1,893 | $1,893 | $0 |
| OFFICE FURNITURE | $3,285 | $3,212 | $73 |
| OFFICE FURNITURE | $24,936 | $24,380 | $556 |
| OFFICE FURNITURE | $3,009 | $2,942 | $67 |
| COMPUTER EQUIPMENT | $9,521 | $9,521 | $0 |
| COMPUTER EQUIPMENT | $2,484 | $2,484 | $0 |
| COMPUTER EQUIPMENT | $1,299 | $1,299 | $0 |
| COMPUTER EQUIPMENT | $6,005 | $6,005 | $0 |
| FIXTURES | $48,000 | $42,645 | $5,355 |
| OFFICE FURNITURE | $5,760 | $4,475 | $1,285 |
| SCANNER | $1,030 | $971 | $59 |
| OFFICE FURNITURE | $2,393 | $2,066 | $327 |
| OFFICE FURNITURE | $5,319 | $4,385 | $934 |
| LEASEHOLD IMPROVEMENT | $14,580 | $3,402 | $11,178 |
| OFFICE FIXTURE | $3,500 | $2,931 | $569 |
| COMPUTER EQUIPMENT | $1,128 | $1,058 | $70 |
| PRINTER | $1,795 | $1,684 | $111 |
| COMPUTER EQUIPMENT | $2,945 | $2,715 | $230 |
| COMPUTER EQUIPMENT | $1,499 | $1,382 | $117 |
| SECURITY CAMERA | $876 | $786 | $90 |
| DINING TABLE - LOWER FARM LLC | $450 | $371 | $79 |
| FURNITURE - LOWER FARM LLC | $1,464 | $1,207 | $257 |
| RANGE AND DISHWASHER - LOWER FARM LLC | $1,135 | $1,019 | $116 |
| REFRIGERATOR - LOWER FARM LLC | $1,106 | $993 | $113 |
| 303 PAINTER HILL ROAD | $79,323 | $6,610 | $72,713 |
| 303 PAINTER HILL ROAD | $275,000 | $0 | $275,000 |
| REFRIGERATOR | $1,148 | $1,014 | $134 |
| EQUIPMENT | $1,069 | $887 | $182 |
| COMPUTER EQUIPMENT | $609 | $538 | $71 |
| COMPUTER EQUIPMENT | $13,478 | $11,901 | $1,577 |
| COMPUTER EQUIPMENT | $5,549 | $4,900 | $649 |
| COMPUTER EQUIPMENT | $662 | $561 | $101 |
| ROCK RAKE WENGER - LOWER FARM LLC | $2,715 | $2,096 | $619 |
| BCS TILLER - LOWER FARM LLC | $4,396 | $3,395 | $1,001 |
| CINDER PRESS - LOWER FARM LLC | $2,437 | $1,838 | $599 |
| LIFT TRUCK - LOWER FARM LLC | $27,750 | $20,924 | $6,826 |
| PICKUP TRUCK - LOWER FARM LLC | $11,000 | $9,317 | $1,683 |
| LAND - 33 BEAR BURROW RD, CT - LOWER FARM LLC | $220,000 | $0 | $220,000 |
| 33 BEAR BURROW RD, CT | $132,503 | $8,495 | $124,008 |
| COMPUTER EQUIPMENT | $10,400 | $10,400 | $0 |
| COMPUTER EQUIPMENT | $5,646 | $5,646 | $0 |
| COMPUTER EQUIPMENT | $3,320 | $3,320 | $0 |
| COMPUTER EQUIPMENT | $6,567 | $6,567 | $0 |
| 4 SEASON TOOLS - LOWER FARM LLC | $23,770 | $16,494 | $7,276 |
| SNOW BLOWER - LOWER FARM LLC | $5,424 | $5,424 | $0 |
| AIR COMPRESSOR - LOWER FARM LLC | $2,799 | $2,799 | $0 |
| TRACTOR - LOWER FARM LLC | $11,400 | $11,400 | $0 |
| FARMING EQUIPMENT - LOWER FARM LLC | $15,000 | $15,000 | $0 |
| WHITE 588 PLOW - LOWER FARM LLC | $6,466 | $6,466 | $0 |
| FLAIL MOWER - LOWER FARM LLC | $15,062 | $15,062 | $0 |
| 2013 TEREX TC75 - LOWER FARM LLC | $59,337 | $59,337 | $0 |
| GENERATOR - LOWER FARM LLC | $24,286 | $24,286 | $0 |
| ZERO TURN MOWER - LOWER FARM LLC | $18,073 | $18,073 | $0 |
| 1958 FARMALL 140 TRACTOR - LOWER FARM LLC | $5,500 | $5,500 | $0 |
| ROAD - LOWER FARM LLC | $26,667 | $3,556 | $23,111 |
| LAND - TOPHET ROAD, CT - LOWER FARM LLC | $900,000 | $0 | $900,000 |
| LAND - 221 GOOD HILL ROAD | $8,500 | $0 | $8,500 |
| LAND - 340 PAINTER HILL ROAD | $420,000 | $0 | $420,000 |
| LAND - 65 CROSS BROOK ROAD, ROXBURY CT | $400,000 | $0 | $400,000 |
| LAND - MAP 30 LOT 5 ROXBURY CT | $163,170 | $0 | $163,170 |
| LAND - MAP 38 LOT 27 ROXBURY CT | $300,000 | $0 | $300,000 |
| LAND - MAP 39 LOT 5 ROXBURY CT | $30,000 | $0 | $30,000 |
| LAND - MAP 39 LOT 6 ROXBURY CT | $30,000 | $0 | $30,000 |
| LAND - MAP 39 LOT 17 ROXBURY CT | $559,000 | $0 | $559,000 |
| 314 PAINTER HILL ROAD IMPROVEMENTS | $730,633 | $0 | $730,633 |
| FURNITURE & FIXTURE - LADDER | $3,165 | $3,165 | $0 |
| FURNITURE & FIXTURE - CHAIRS AND DOLLYS | $16,645 | $16,645 | $0 |
| SECURITY CAMERA | $8,000 | $8,000 | $0 |
| FIXTURES - SHELVES | $9,789 | $9,789 | $0 |
| COMPUTER EQUIPMENT | $4,243 | $4,243 | $0 |
| WEBSITE DEVELOPMENT | $15,984 | $15,984 | $0 |
| FARMING EQUIPMENT - LOWER FARM LLC | $3,844 | $3,844 | $0 |
| SNOW BLOWER - LOWER FARM LLC | $2,526 | $2,526 | $0 |
| EVAPORATOR - LOWER FARM LLC | $3,978 | $3,978 | $0 |
| DISK HARROW/SPREADER - LOWER FARM LLC | $2,568 | $2,568 | $0 |
| BARN CONSTRUCTION AND IMPROVEMENTS - LOWER FARM LLC | $3,699,302 | $90,902 | $3,608,400 |
| LAND IMPROVEMENTS - LOWER FARM LLC | $532,762 | $17,759 | $515,003 |
| BUILDING - TOPHET ROAD CT - LOWER FARM LLC | $101,727 | $0 | $101,727 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER | CategoryTxt |
| Legal Fees | $87,712 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $87,712 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WORKS OF ART | $271,559,641 | $272,004,142 | $643,996,351 |
| PROMOTIONAL BOOKS/MATERIALS | $79,268 | $79,107 | $79,107 |
| ARCHIVAL DOCUMENTS | $203,871 | $211,571 | $211,571 |
| BOND RECEIVABLE | $109,549 | $109,549 | $109,549 |
| BMW 3.0 CSL | $362,255 | $362,255 | $362,255 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 50 % MEALS & ENTERTAINMENT ALLOCATED TO NET INVESTMENT INCOME | $3,121 |
| UNREALIZED GAIN FROM MARKETABLE SECURITIES RECORDED ON BOOKS, NOT TAX | $726 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ART RESTORATION | $27,077 | $0 | $0 | $27,077 |
| ARCHIVES & STORAGE | $38,631 | $2,740 | $1,522 | $34,369 |
| ARCHIVAL DOCUMENT EXPENSE | $2,522 | $0 | $0 | $2,522 |
| BANK CHARGES | $2,934 | $472 | $262 | $2,200 |
| CLEANING EXPENSE | $1,989 | $319 | $178 | $1,492 |
| COMPUTER EXPENSE | $72,534 | $11,657 | $6,477 | $54,400 |
| ENTERTAINMENT | $35,227 | $3,121 | $3,469 | $28,636 |
| INSURANCE | $110,150 | $17,702 | $9,836 | $82,612 |
| LICENSES & FEES | $2,239 | $499 | $278 | $1,462 |
| OFFICE EXPENSES | $50,997 | $8,515 | $4,731 | $37,751 |
| CONTINUING EDUCATION | $4,997 | $0 | $0 | $4,997 |
| EQUIPMENT RENTAL | $9,497 | $0 | $0 | $9,497 |
| POSTAGE & DELIVERY | $5,560 | $2,004 | $1,113 | $2,443 |
| REPAIRS & MAINTENANCE | $154,730 | $36,853 | $20,478 | $97,399 |
| SECURITY | $2,419 | $389 | $216 | $1,814 |
| TELEPHONE | $8,568 | $1,377 | $765 | $6,426 |
| UTILITIES | $45,147 | $16,205 | $9,005 | $19,937 |
| PROMOTION | $6,050 | $0 | $0 | $6,050 |
| DUES AND SUBSCRIPTIONS | $3,523 | $566 | $314 | $2,643 |
| OTHER OFFICE ADMINISTRATIVE EXPENSES | $27,837 | $4,474 | $2,486 | $20,877 |
| COPYRIGHT FEE | $1,268 | $1,268 | $0 | $0 |
| FARMING EXPENSES | $73,332 | $0 | $0 | $73,332 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY FEES | $271,159 | $271,159 | $0 |
| EXHIBITION INCOME | $178,461 | $178,461 | |
| LICENSING FEES | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DEPRECIATION DIFFERENCE | Desc |
| Amt | $37,807 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $40,660 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40,660 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAX | $62,428 | $17,340 | $9,636 | $35,452 |
| STATE FEES | $500 | $0 | $0 | $500 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| LOWER FARM LLC | ||||||
| C/O LHFRISHKOFF 546 FIFTH AVE | NEW YORK | NY | 10036 | 812948591 | TRANSFER OF CAPITAL TO LOWER FARM LLC TO AID IN CONDUCTING ACTIVITIES OF THE CONTROLLED ORGANIZATION | $202,707 |
| LITCHFIELD INVESTMENT SOCIETY LLC | ||||||
| C/O LHFRISHKOFF 546 FIFTH AVE | NEW YORK | NY | 10036 | 810964161 | TRANSFER OF CAPITAL TO AID IN CONDUCTING ACTIVITIES OF THE CONTROLLED ORGANIZATION | $755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,462 | TotalAmt |