ARCHIPENKO FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARCHIPENKO FOUNDATION INC (EIN 13-4123083)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349100645
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T10:05:07-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471943623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCOUNTING OFFICES OF TOM FUCITO CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 897 | AddressLine1Txt |
| City | CAIRO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 124130897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134123083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARCHIPENKO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCH | BusinessNameControlTxt |
| Phone | 8456798191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | BEARSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCES GRAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8456798191 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANCES | PersonFirstNm |
| Person Last | GRAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS FUCITO CPA | PreparerPersonNm |
| PTIN | P00587536 | PTIN |
| Phone | 5186222844 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,915,610 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $150 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $150 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,955 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,955 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,927 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $65,146 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $65,146 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,105 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79,251 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $102,796 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,084 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $99,712 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,936 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $268 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,668 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,745 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,745 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,948 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $417 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,531 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $558 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,625 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,625 | InterestNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $513 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $513 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $9,847 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $9,847 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,882 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,882 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,098 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,940 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $179,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,611 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $159,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,611 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $72,640 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,920 | CashBOYAmt |
| Cash EOY | $22,501 | CashEOYAmt |
| Cash EOYFMV | $22,501 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $107 | SavAndTempCashInvstBOYAmt |
| Corporate Bonds BOY | $9,355 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,481 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $276,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $71,753 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $106,017 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,438 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,501 | LandBOYAmt |
| Land EOY | $7,579 | LandEOYAmt |
| Other Assets BOY | $1,591,258 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,601,302 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,811,875 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,912,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,712,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,915,610 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $396 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $284 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $106,071 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,558 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $106,467 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,842 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,805,822 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,702,774 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,805,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,702,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,912,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,712,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,805,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $56,838 | OtherIncreasesAmt |
| Subtotal | $1,702,774 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,702,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AB HIGH INCOME FUND | P | 2011-04-05 | 2023-12-08 | $14,606 | $19,474 | -$4,868 | -$4,868 |
| DELAWARE LIMITED TERM | P | 2009-12-23 | 2023-12-08 | $12,734 | $14,321 | -$1,587 | -$1,587 |
| DWS FLOATING RATE | P | 2011-07-01 | 2023-06-09 | $17,553 | $21,853 | -$4,300 | -$4,300 |
| FRANKLIN INCOME FUND | P | 2014-02-28 | 2023-06-09 | $9,256 | $10,006 | -$750 | -$750 |
| HIGHLAND GLOBAL ALLOCATION | P | 2014-05-16 | 2023-06-09 | $13,045 | $21,734 | -$8,689 | -$8,689 |
| LORD ABBETT SHORT DURATION | P | 2011-04-05 | 2023-06-09 | $29,224 | $35,011 | -$5,787 | -$5,787 |
| NUVEEN PREFERRED & INCOME OPP | P | 2006-12-13 | 2023-12-08 | $26,634 | $38,037 | -$11,403 | -$11,403 |
| PIMCO INCOME FUND | P | 2011-04-05 | 2023-06-09 | $26,799 | $29,273 | -$2,474 | -$2,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,858 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9 | SubtotalAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $9 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ARCHIPENKO.ORG | WebsiteAddressTxt |
| Individual With Books | FRANCES GRAY | IndividualWithBooksNm |
| Phone | 8456798191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | BEARSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANCES GRAY | ||||||||
| PO BOX 247 | BEARSVILLE | NY | 12409 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ALEXANDER GRAY | ||||||||
| PO BOX 247 | BEARSVILLE | NY | 12409 | 1ST VICE PRE | 000.00 | $0 | $0 | $0 |
| ANNA GRAY | ||||||||
| PO BOX 247 | BEARSVILLE | NY | 12409 | 2ND VICE PRE | 000.00 | $0 | $0 | $0 |
| DAVID GRAY | ||||||||
| PO BOX 247 | BEARSVILLE | NY | 12409 | TREASURER | 000.00 | $0 | $0 | $0 |
| ANDREW GRAY | ||||||||
| PO BOX 247 | BEARSVILLE | NY | 12409 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOP PROGRAMS AND PROVIDE SERVICES TO ENCOURAGE THE SCHOLARSHIP AND EXHIBITION OF THE WORK AND LIFE OF ALEXANDER ARCHIPENKO, INCLUDING COMPILATION OF CATALOGUE RAISSONE OF THE ARTIST IN CONJUNCTION WITH THE ARCHIPENKO ARCHIVES AND LIBRARY. | Description1Txt |
| Expenses1 | $159,885 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $196,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $212,786 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $212,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $209,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,883 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $159,883 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $159,883 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $159,883 | RemainingDistriFromCorpusAmt |
| Total Corpus | $159,883 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,480 | CurrentYearAmt |
| Year1 | $16,349 | Year1Amt |
| Year2 | $24,164 | Year2Amt |
| Year3 | $24,515 | Year3Amt |
| Total | $75,508 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,908 | CurrentYearAmt |
| Year1 | $13,897 | Year1Amt |
| Year2 | $20,539 | Year2Amt |
| Year3 | $20,838 | Year3Amt |
| Total | $64,182 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $159,883 | CurrentYearAmt |
| Year1 | $169,309 | Year1Amt |
| Year2 | $133,986 | Year2Amt |
| Year3 | $112,615 | Year3Amt |
| Total | $575,793 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $159,883 | CurrentYearAmt |
| Year1 | $169,309 | Year1Amt |
| Year2 | $133,986 | Year2Amt |
| Year3 | $112,615 | Year3Amt |
| Total | $575,793 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,923,188 | CurrentYearAmt |
| Year1 | $12,122,862 | Year1Amt |
| Year2 | $12,199,465 | Year2Amt |
| Year3 | $12,310,928 | Year3Amt |
| Total | $48,556,443 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,799,271 | CurrentYearAmt |
| Year1 | $11,799,271 | Year1Amt |
| Year2 | $11,796,513 | Year2Amt |
| Year3 | $11,796,513 | Year3Amt |
| Total | $47,191,568 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANCES A GRAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | BEARSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8456798191 | RecipientPhoneNum |
| Recipient Email Address | FGRAY@ARCHIPENKO.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN APPLICATION SHOWING IMPORTANCE OF PROJECT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MAY BE AWARDED TO VISUAL ARTISTS AND ART INSTITUTIONS. RECIPIENTS WILL BE SELECTED BASED ON THE IMPORTANCE OF THE PROJECT. | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CONSULTING | $56,000 |
| RIGHTS & ROYALTIES | $9,056 |
| BOOK SALES | $90 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$59,182 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,105 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,964 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,069 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | CONSULTING EXPERTISE UTILIZED TO FUND DAY-TO-DAY OPERATION |
| 1B | ART FEES REVENUE UTILIZED TO FUND DAY-TO-DAY OPERATIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $6,948 | Amt |
| Net Investment Income | $417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,531 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2000-08-11 | AcquiredCompletedOrExpendedDt |
| Amortized | $4,682 | AmortizedAmt |
| Deduction For Prior Years | $4,682 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0000 | AmortizationPeriodRt |
| Total Amortization | $4,682 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2003-07-01 | $1,176 | $1,176 | 200DB | 7.0000 | ||
| OFFICE FURNITURE | 2004-02-03 | $477 | $477 | 200DB | 7.0000 | ||
| OFFICE FURNITURE | 2005-11-03 | $734 | $734 | 200DB | 5.0000 | ||
| OFFICE FURNITURE | 2008-07-15 | $974 | $974 | 200DB | 7.0000 | ||
| COMPUTER | 2000-12-29 | $1,938 | $1,938 | 200DB | 5.0000 | ||
| TELEPHONE | 2001-10-05 | $1,374 | $1,374 | 200DB | 5.0000 | ||
| COMPUTER | 2002-04-09 | $2,246 | $2,246 | 200DB | 5.0000 | ||
| VACUUM | 2003-07-31 | $362 | $362 | 200DB | 5.0000 | ||
| COMPUTER | 2003-07-01 | $2,806 | $2,806 | 200DB | 5.0000 | ||
| PHONES | 2004-02-28 | $407 | $407 | 200DB | 5.0000 | ||
| COMPUTER | 2004-07-01 | $681 | $681 | 200DB | 5.0000 | ||
| COMPUTER | 2005-10-14 | $1,391 | $1,391 | 200DB | 5.0000 | ||
| COMPUTER | 2005-11-03 | $1,200 | $1,200 | 200DB | 5.0000 | ||
| PRINTER | 2007-02-16 | $600 | $600 | 200DB | 5.0000 | ||
| CAMERA | 2007-06-25 | $806 | $806 | 200DB | 5.0000 | ||
| COPIER | 2007-10-19 | $364 | $364 | 200DB | 5.0000 | ||
| COMPUTER SOFTWARE | 2009-02-02 | $1,563 | $1,563 | 200DB | 3.0000 | ||
| COMPUTER | 2009-02-02 | $702 | $702 | 200DB | 5.0000 | ||
| MAC COMPUTERS (2) | 2011-06-27 | $2,094 | $2,094 | S/L | 5.0000 | ||
| SERVER | 2011-08-23 | $865 | $865 | S/L | 5.0000 | ||
| GATEWAY COMP FOR PK | 2012-05-22 | $660 | $660 | S/L | 5.0000 | ||
| 12KW BRIGGS & STRATTON GENERATOR | 2012-01-31 | $9,750 | $9,750 | S/L | 5.0000 | ||
| FG NEW COMPUTER | 2013-12-23 | $858 | $858 | S/L | 5.0000 | ||
| OFFICE EQUIPMENT | 2014-02-19 | $633 | $633 | S/L | 5.0000 | ||
| HP ENVY DESKTOP COMPUTER WITH CYBER POWER UPS | 2018-01-11 | $1,722 | $1,722 | S/L | 5.0000 | ||
| PRINTER CANON PIXMA 8520 | 2018-01-29 | $315 | $310 | S/L | 5.0000 | $5 | $5 |
| COMPUTER- HP 24-DF1096 INTEL 5 | 2022-04-07 | $970 | $146 | S/L | 5.0000 | $194 | $194 |
| FILE CABINETS | 2023-06-02 | $2,689 | S/L | 5.0000 | $314 | $314 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| NUVEEN PREFERRED & INCOME TERM | 2012-07 | PURCHASE | 2023-12 | $6,925 | $9,921 | -$2,996 |
| PIONEER STRATEGIC INCOME | 2011-04 | PURCHASE | 2023-06 | $29,221 | $34,207 | -$4,986 |
| PGIM SHORT TERM CORP BOND | 2013-10 | PURCHASE | 2023-06 | $13,401 | $14,895 | -$1,494 |
| TORTOISE ENERGY | 2012-07 | PURCHASE | 2023-12 | $1,343 | $6,507 | -$5,164 |
| VOYA GLBL EQTY | 2006-12 | PURCHASE | 2023-12 | $1,186 | $5,870 | -$4,684 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - RAYMOND JAMES | BondNm |
| EOY Book Value | $9,481 | EOYBookValueAmt |
| EOYFMV | $9,481 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - RAYMOND JAMES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $71,753 | BookValueAmt |
| EOYFMV | $71,753 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $106,017 | $98,438 | $7,579 |
| OFFICE EQUIPMENT | |||
| ORGANIZATION COSTS | |||
| BOOK PUBLISHING COSTS |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $2,745 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,745 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WORKS OF ART & BOOKS | $1,588,698 | $1,588,698 | $11,799,271 |
| OTHER RECEIVABLE | $2,560 | $12,604 | $12,604 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| NYS CHAR500 FILING FEE | $750 | $750 | |
| CATALOGUE RAISONNE | $6,425 | $6,425 | |
| INSURANCE EXPENSE | $7,730 | $7,730 | |
| CLEANING & MAINTENANCE | $2,170 | $2,170 | |
| PAYROLL PROCESSING FEE | $2,221 | $2,154 | $67 |
| BANK SERVICE CHARGES | $252 | $252 | |
| COMPUTER SOFTWARE | $1,306 | $1,306 | |
| DUES & SUBSCRIPTIONS | $922 | $922 | |
| INTERNET EXPENSE | $54 | $54 | |
| OFFICE EXPENSES | $1,383 | $1,383 | |
| POSTAGE & DELIVERY | $210 | $210 | |
| TELEPHONE EXPENSE | $4,073 | $4,073 | |
| FILING FEES | $25 | $25 | |
| SMALL TOOLS AND EQUIPMENT | $486 | $486 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CONSULTING | $56,000 | $56,000 |
| RIGHTS & ROYALTIES | $9,056 | $9,056 |
| BOOK SALES | $90 | $90 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $56,838 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN PAYABLE | Desc |
| BOY Book Value | $106,071 | BOYBookValueAmt |
| EOY Book Value | $9,558 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $558 | Amt |
| Disbursements Charitable Prps | $558 | DisbursementsCharitablePrpsAmt |
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