CALDER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALDER FOUNDATION (EIN 13-3466986)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-01-13
- IRS object ID
- 201510139349100756
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-13T15:54:28-06:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVE 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALD | BusinessNameControlTxt |
| Phone | 2123342424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 WEST 25TH STREET NO 12 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER ROWER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123342424 | PhoneNum |
| Signature | 2015-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD BARBER CPA | PreparerPersonNm |
| PTIN | P00159765 | PTIN |
| Phone | 2128080070 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $400,411,985 | 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 | $5,945,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,872 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,872 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $267,989 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $232,236 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $33,911 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,220,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,252 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,911 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,617 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,996 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,158 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,462 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $685,401 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,385 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $4,547 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $649,469 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $131,671 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,724 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $829 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $125,118 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $77,224 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $77,224 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,567 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $51,156 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $7,411 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,321 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,321 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,711 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,593 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,175 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $605 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $57,813 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $170,617 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $78,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,032 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $2,468 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $58,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,685 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,770 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $401 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,514 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $432,874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76,319 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $11,288 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $319,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,778,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $196,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $28,707 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,355,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,803,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $196,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $28,707 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,380,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,417,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,204 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,621 | CashBOYAmt |
| Cash EOY | $1,334,635 | CashEOYAmt |
| Cash EOYFMV | $1,334,635 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,062,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,197,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,197,587 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $35,832 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,101 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,875,990 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,696,619 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,356,346 | LandBOYAmt |
| Land EOY | $5,179,371 | LandEOYAmt |
| Land EOYFMV | $14,837,860 | LandEOYFMVAmt |
| Other Assets BOY | $224,600,920 | OtherAssetsBOYAmt |
| Other Assets EOY | $228,867,375 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $377,011,802 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $238,170,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,609,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,411,985 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $25,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $44,888 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,888 | 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 | $238,145,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $242,564,181 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $238,145,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $242,564,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $238,170,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $242,609,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $238,145,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,417,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,835 | OtherIncreasesAmt |
| Subtotal | $242,566,133 | SubtotalAmt |
| Other Decreases | $1,952 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $242,564,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| CURRENCY EXCHANGE LOSS | P | $592 | -$592 | -$592 | ||
| SMALL POTATOS UR , 16,760 SHS | P | $4,478 | -$4,477 | -$4,477 | 2014-08-31 | $1 |
| SPUD USA HLDG, 16,760 SHS | P | $1,492 | -$1,491 | -$1,491 | 2014-08-31 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,560 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,892,794 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,586,040 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.220450 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,943,816 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,017,732 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.267189 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,135,428 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,274,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053371 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,225,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,711,984 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112911 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $720,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,285,857 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047107 | DistributionYr5Rt |
| Total Distribution | 0.701028 | TotalDistributionRt |
| Average Distribution | 0.140206 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,988,571 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,120,046 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $497 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,120,543 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,380,021 | 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 | $497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,471 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,471 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,974 | OverpaymentAmt |
| Applied To ES Tax | $1,974 | 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 | 0 | 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 FL 12 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | FR | ForeignCountryCd |
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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDER SC ROWER | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | CHAIRMAN / PRESIDENT | 40.00 | $36,617 | $0 | $0 |
| SANDRA DAVIDSON | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | SECRETARY / TRUSTEE | 0.25 | $0 | $0 | $0 |
| JOHN V PERNA | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | TREASURER / TRUSTEE | 0.25 | $0 | $0 | $0 |
| SHAWN DAVIDSON | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | VICE PRESIDENT / TRUSTEE | 0.25 | $0 | $0 | $0 |
| SEAN SWEENEY | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | VICE PRESIDENT / TRUSTEE | 0.25 | $0 | $0 | $0 |
| ANDREA DAVIDSON | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | VICE PRESIDENT / TRUSTEE | 0.25 | $0 | $0 | $0 |
| HOLTON ROWER | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | VICE PRESIDENT / TRUSTEE | 0.25 | $0 | $0 | $0 |
| PETER LIPMAN | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | VICE PRESIDENT / TRUSTEE | 0.25 | $0 | $0 | $0 |
| GRYPHON ROWER-UPJOHN | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | VICE PRESIDENT / TRUSTEE | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $90,250 | $0 | $0 |
| LILY C LYONS | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR OF EXTERNAL | 40.00 | $86,134 | $0 | $0 |
| SUSAN DAM | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR OF RESEARCH | 40.00 | $68,654 | $0 | $0 |
| KEVIN BARRY | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | REGISTRAR | 40.00 | $53,986 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF AMERICAS | NEW YORK | NY | 10036 | LEGAL SERVICES | $75,689 |
| LH FRISHKOFF & COMPANY LLP | |||||
| 529 5TH AVENUE 9TH FL | NEW YORK | NY | 10017 | ACCOUNTING SERVICES | $58,567 |
| 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 | $1,586,325 | 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 | $3,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,106,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,110,224 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,110,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,988,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,429 | 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 | $1,380,021 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,380,021 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $497 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,379,524 | 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 | $5,204 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $27,025 | Year3Amt |
| Total | $32,229 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,423 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $22,971 | Year3Amt |
| Total | $27,395 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,380,021 | CurrentYearAmt |
| Year1 | $1,892,794 | Year1Amt |
| Year2 | $2,943,945 | Year2Amt |
| Year3 | $1,135,428 | Year3Amt |
| Total | $7,352,188 | 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 | $1,380,021 | CurrentYearAmt |
| Year1 | $1,892,794 | Year1Amt |
| Year2 | $2,943,945 | Year2Amt |
| Year3 | $1,135,428 | Year3Amt |
| Total | $7,352,188 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,936,146 | CurrentYearAmt |
| Year1 | $238,170,134 | Year1Amt |
| Year2 | $239,066,333 | Year2Amt |
| Year3 | $76,896,614 | Year3Amt |
| Total | $794,069,227 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,936,146 | CurrentYearAmt |
| Year1 | $238,170,134 | Year1Amt |
| Year2 | $239,066,333 | Year2Amt |
| Year3 | $76,896,614 | Year3Amt |
| Total | $794,069,227 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 |
| Contributing Manager | HOLTON ROWER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DARREN BADER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CALDER FOUNDATION 207 WEST 25TH | AddressLine1 |
| Address Line2 | STREET FL 12 | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO HONOR A LIVING ARTIST WHO HAS COMPLETED EXEMPLARY AND INNOVATIVE EARLY WORK AND WHO HAS DEMONSTRATED THE POTENTIAL TO MAKE A MAJOR CONTRIBUTION TO THE FIELD. | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| ROYALTY FEES | 15 | $234,078 | |
| EXHIBITION INCOME | $33,911 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,872 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241,534 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,911 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,445 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1B | LineNumberTxt |
| Relationship Statement | ART WORKS WERE DISPLAYED TO THE PUBLIC FOR ART EDUCATION AND RESEARCH | RelationshipStatementTxt |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PACE GALLERY | |||||||
| 1 | 32 E 57TH STREET | NEW YORK | NY | 10022 | $2,000,000 | Yes (X) | |
| ANDREA DAVIDSON | |||||||
| 2 | C/O LH FRISHKOFF CO LLP 529 FIFTH A | NEW YORK | NY | 10017 | $298,750 | Yes (X) | Yes (X) |
| SHAWN DAVIDSON | |||||||
| 3 | C/O LH FRISHKOFF CO LLP 529 FIFTH A | NEW YORK | NY | 10017 | $298,750 | Yes (X) | Yes (X) |
| HOLTON ROWER | |||||||
| 4 | C/O LH FRISHKOFF CO LLP 529 FIFTH A | NEW YORK | NY | 10017 | $298,750 | Yes (X) | Yes (X) |
| ALEXANDER ROWER | |||||||
| 5 | C/O LH FRISHKOFF CO LLP 529 FIFTH A | NEW YORK | NY | 10017 | $298,750 | Yes (X) | Yes (X) |
| CHARLES M YASSKY | |||||||
| 6 | 424 MADISON AVENUE | NEW YORK | NY | 10017 | $2,750,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 1/4 INTEREST IN 55 WORKS OF ART BY THE ALEXANDER CALDER | $298,750 | 2013-12-16 |
| 3 | 1/4 INTEREST IN 55 WORKS OF ART BY THE ALEXANDER CALDER | $298,750 | 2013-12-16 |
| 4 | 1/4 INTEREST IN 55 WORKS OF ART BY THE ALEXANDER CALDER | $298,750 | 2013-12-16 |
| 5 | 1/4 INTEREST IN 55 WORKS OF ART BY THE ALEXANDER CALDER | $298,750 | 2013-12-16 |
| 6 | ALEXANDER CALDER, STANDING MOBILE - ROOSTER | $2,750,000 | 2013-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | L.H. FRISHKOFF & COMPANY LLP | CategoryTxt |
| Amt | $58,567 | Amt |
| Net Investment Income | $51,156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,411 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (3 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Total AmortizationTotalAmortizationAmt | Current Year AmortizationCurrentYearAmortizationAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 2007-07-31 | $2,414 | $2,414 | 3.000000000000 | $0 | $0 | $2,414 | |
| COMPUTER SOFTWARE | 2008-04-15 | $20,999 | $10,499 | 3.000000000000 | $0 | $0 | $10,499 | |
| COMPUTER SOFTWARE | 2012-06-01 | $77,000 | $32,084 | 36.000000000000 | $0 | $25,667 | $57,751 | $25,667 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $746 | SL | 39.000000000000 | $51 | $0 | $51 |
| LEASEHOLD IMPROVEMENT | 1999-02-08 | $250 | $87 | 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 | $943,803 | SL | 39.000000000000 | $119,848 | $0 | $119,848 |
| BUILDING IMPROVEMENT | 2006-07-31 | $1,062,881 | $194,292 | SL | 39.000000000000 | $27,253 | $0 | $27,253 |
| OFFICE EQUIPMENT | 2006-12-31 | $38,879 | $37,144 | 200DB | 7.000000000000 | $1,735 | $0 | $1,735 |
| FIXTURES | 2006-12-31 | $107,928 | $102,787 | SL | 7.000000000000 | $5,141 | $0 | $5,141 |
| COMPUTER EQUIPMENT | 2006-12-31 | $24,027 | $24,027 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURES | 2007-09-05 | $5,019 | $4,302 | SL | 7.000000000000 | $717 | $0 | $717 |
| EQUIPMENT | 2007-11-09 | $1,945 | $1,685 | 200DB | 7.000000000000 | $173 | $0 | $260 |
| OFFICE FURNITURES | 2007-11-27 | $1,630 | $1,340 | SL | 7.000000000000 | $233 | $0 | $233 |
| OFFICE FURNITURES | 2008-01-17 | $2,229 | $1,776 | SL | 7.000000000000 | $318 | $0 | $318 |
| OFFICE FURNITURES | 2008-07-24 | $150 | $107 | SL | 7.000000000000 | $21 | $0 | $21 |
| OFFICE FURNITURES | 2008-10-08 | $125 | $48 | 200DB | 7.000000000000 | $6 | $0 | $18 |
| OFFICE FURNITURE | 2008-10-24 | $822 | $320 | 200DB | 7.000000000000 | $36 | $0 | $117 |
| COMPUTER EQUIPMENT | 2009-03-02 | $699 | $329 | 200DB | 5.000000000000 | $20 | $0 | $70 |
| SHELVES | 2009-09-01 | $500 | $172 | 200DB | 7.000000000000 | $22 | $0 | $71 |
| OFFICE FURNITURE | 2009-09-14 | $484 | $166 | 200DB | 7.000000000000 | $22 | $0 | $69 |
| OFFICE EQUIPMENT | 2010-01-14 | $5,091 | $1,750 | 200DB | 7.000000000000 | $227 | $0 | $727 |
| OFFICE EQUIPMENT | 2010-03-10 | $10,125 | $3,481 | 200DB | 7.000000000000 | $452 | $0 | $1,446 |
| FURNITURE & FIXTURE | 2010-06-25 | $4,500 | $1,541 | 200DB | 7.000000000000 | $203 | $0 | $643 |
| OFFICE FURNITURE | 2011-04-06 | $17,231 | 200DB | 7.000000000000 | $0 | $0 | $2,462 | |
| OFFICE EQUIPMENT | 2011-05-19 | $5,035 | 200DB | 7.000000000000 | $0 | $0 | $719 | |
| OFFICE FURNITURE | 2011-07-12 | $17,231 | 200DB | 7.000000000000 | $0 | $0 | $2,462 | |
| OFFICE FURNITURE | 2012-03-02 | $3,486 | $1,352 | 200DB | 7.000000000000 | $610 | $0 | $498 |
| OFFICE FURNITURE | 2012-03-16 | $6,234 | $2,418 | 200DB | 7.000000000000 | $1,090 | $0 | $891 |
| OFFICE FURNITURE | 2012-04-10 | $3,635 | $1,409 | 200DB | 7.000000000000 | $636 | $0 | $519 |
| LAND - 339 PAINTER HILLD ROAD, CT | 2011-03-10 | $676,162 | L | $0 | $0 | $0 | ||
| COMPUTER EQUIPMENT | 2013-06-18 | $1,893 | $189 | 200DB | 5.000000000000 | $303 | $0 | $379 |
| OFFICE FURNITURE | 2012-10-23 | $3,285 | $235 | 200DB | 7.000000000000 | $402 | $0 | $469 |
| OFFICE FURNITURE | 2012-11-09 | $24,935 | $1,781 | 200DB | 7.000000000000 | $3,053 | $0 | $3,562 |
| OFFICE FURNITURE | 2013-04-26 | $3,009 | $215 | 200DB | 7.000000000000 | $368 | $0 | $430 |
| COMPUTER EQUIPMENT | 2013-12-16 | $9,521 | 200DB | 5.000000000000 | $5,713 | $0 | $1,269 | |
| COMPUTER EQUIPMENT | 2014-01-15 | $2,483 | 200DB | 5.000000000000 | $497 | $0 | $331 | |
| COMPUTER EQUIPMENT | 2014-04-15 | $1,299 | 200DB | 5.000000000000 | $260 | $0 | $108 | |
| COMPUTER EQUIPMENT | 2014-08-15 | $6,005 | 200DB | 5.000000000000 | $1,201 | $0 | $100 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| POSTAGE STAMP COLLECTION | AT COST | $22,400 | $22,400 |
| OTHER INVESTMENTS | AT COST | $7,701 | $7,701 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (53 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 | $797 | $1,203 |
| LEASEHOLD IMPROVEMENT | $250 | $93 | $157 |
| 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 | $1,063,651 | $3,610,436 |
| BUILDING IMPROVEMENT | $1,062,881 | $221,545 | $841,336 |
| 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 | $1,858 | $87 |
| OFFICE FURNITURES | $1,630 | $1,573 | $57 |
| OFFICE FURNITURES | $2,229 | $2,094 | $135 |
| COMPUTER SOFTWARE | $20,999 | $20,999 | $0 |
| OFFICE FURNITURES | $150 | $128 | $22 |
| OFFICE FURNITURES | $125 | $117 | $8 |
| OFFICE FURNITURE | $822 | $767 | $55 |
| COMPUTER EQUIPMENT | $699 | $699 | $0 |
| SHELVES | $500 | $444 | $56 |
| OFFICE FURNITURE | $484 | $430 | $54 |
| OFFICE EQUIPMENT | $5,091 | $4,523 | $568 |
| OFFICE EQUIPMENT | $10,125 | $8,996 | $1,129 |
| FURNITURE & FIXTURE | $4,500 | $3,994 | $506 |
| 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 | $57,751 | $19,249 |
| OFFICE FURNITURE | $3,486 | $1,962 | $1,524 |
| OFFICE FURNITURE | $6,234 | $3,508 | $2,726 |
| OFFICE FURNITURE | $3,635 | $2,045 | $1,590 |
| LAND - 339 PAINTER HILLD ROAD, CT | $676,162 | $0 | $676,162 |
| COMPUTER EQUIPMENT | $1,893 | $1,439 | $454 |
| OFFICE FURNITURE | $3,285 | $2,280 | $1,005 |
| OFFICE FURNITURE | $24,935 | $17,302 | $7,633 |
| OFFICE FURNITURE | $3,009 | $2,088 | $921 |
| COMPUTER EQUIPMENT | $9,521 | $5,713 | $3,808 |
| COMPUTER EQUIPMENT | $2,483 | $497 | $1,986 |
| COMPUTER EQUIPMENT | $1,299 | $260 | $1,039 |
| COMPUTER EQUIPMENT | $6,005 | $1,201 | $4,804 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PATTERSON BELKNAP WEBB & TYLER LLP | $75,689 | $0 | $0 | $75,689 |
| LADAS & PARRY LLP | $1,535 | $0 | $0 | $1,535 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WORKS OF ART | $224,472,438 | $228,762,107 | $376,906,534 |
| PROMOTIONAL BOOKS/MATERIALS | $79,268 | $79,268 | $79,268 |
| ARCHIVAL DOCUMENTS | $49,214 | $0 | $0 |
| DEPOSITS FOR FIXED ASSET PURCHASE | $0 | $26,000 | $26,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 50 % MEALS & ENTERTAINMENT ALLOCATED TO NET INVESTMENT INCOME | $1,923 |
| PENALTIES RECORDED ON BOOKS, NOT TAX | $29 |
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 HANDLING & STORAGE | $17,048 | $3,723 | $539 | $12,786 |
| ART RESTORATION & CONSERVATION | $60,175 | $13,139 | $1,904 | $45,132 |
| ARCHIVAL DOCUMENT EXPENSES | $49,214 | $0 | $0 | $49,214 |
| BANK CHARGES | $594 | $129 | $19 | $446 |
| CLEANING EXPENSE | $9,351 | $2,042 | $296 | $7,013 |
| COMPUTER EXPENSE | $59,145 | $12,915 | $1,871 | $44,359 |
| CONTINUING EDUCATION | $6,207 | $1,356 | $196 | $4,655 |
| ENTERTAINMENT | $15,690 | $1,923 | $557 | $13,210 |
| EQUIPMENT RENTAL | $93 | $0 | $0 | $93 |
| INSURANCE | $88,530 | $19,331 | $2,801 | $66,398 |
| LICENSES & FEES | $1,585 | $346 | $50 | $1,189 |
| OFFICE EXPENSES | $37,904 | $8,277 | $1,199 | $28,428 |
| PHOTOGRAPHY | $5,587 | $1,220 | $177 | $4,190 |
| POSTAGE & DELIVERY | $2,331 | $509 | $74 | $1,748 |
| REPAIRS & MAINTENANCE | $17,963 | $3,923 | $568 | $13,472 |
| SECURITY | $2,388 | $521 | $76 | $1,791 |
| TELEPHONE | $5,562 | $1,214 | $176 | $4,172 |
| UTILITIES | $24,828 | $5,422 | $785 | $18,621 |
| PROMOTION | $1,696 | $0 | $0 | $1,696 |
| DUES AND SUBSCRIPTIONS | $319 | $80 | $0 | $239 |
| ADMINISTRATIVE EXPENSES | $997 | $249 | $0 | $748 |
| AMORTIZATION | $25,667 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ICESTONE LLC | -$1,842 | ||
| ROYALTY FEES | $234,078 | $234,078 | $0 |
| EXHIBITION INCOME | $33,911 | $33,911 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ICESTONE LLC INCOME RECORDED ON BOOKS, NOT TAX | $3,481 |
| UNREALIZED GAIN FROM MARKETABLE SECURITIES RECORDED ON BOOKS, NOT TAX | $354 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $44,888 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RESEARCH | $25,745 | $0 | $0 | $25,745 |
| INTERNSHIP | $4,576 | $0 | $0 | $4,576 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAX | $4,106 | $896 | $130 | $3,080 |
| PAYROLL TAXES | $58,487 | $3,279 | $475 | $54,733 |