PEGGY MCGRATH ROCKEFELLER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PEGGY MCGRATH ROCKEFELLER FOUNDATION (EIN 46-2261050)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202303149349100930
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T09:31:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462261050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGGY MCGRATH ROCKEFELLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEGG | BusinessNameControlTxt |
| Phone | 2126495621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA ROOM 2500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNA LUI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126495621 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEANNA | PersonFirstNm |
| Person Last | LUI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE ARRIGO | PreparerPersonNm |
| PTIN | P00058583 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $17,272,124 | 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 | $2,590,183 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,992 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,992 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $896,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $865,898 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,965,548 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$348 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,607,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $873,704 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $571,703 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $571,703 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $113,624 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $113,624 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,029 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,029 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,737 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $67,737 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,754 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $19,681 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $19,861 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110,504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $105,004 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $884,517 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $51,411 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $51,411 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,597 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,597 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,504,753 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,497,574 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,382,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,485,294 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,397,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,500,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,210,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $873,704 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,462 | CashBOYAmt |
| Cash EOY | $1,945,112 | CashEOYAmt |
| Cash EOYFMV | $1,945,112 | CashEOYFMVAmt |
| Inventories EOY | $409 | InventoriesEOYAmt |
| Inventories EOYFMV | $409 | InventoriesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,120,801 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,813,168 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,491,412 | LandBOYAmt |
| Land EOY | $15,307,633 | LandEOYAmt |
| Land EOYFMV | $15,307,633 | LandEOYFMVAmt |
| Other Assets BOY | $664,119 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,970 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,970 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,278,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,272,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,272,124 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $601,805 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $384,712 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $601,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $384,712 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $15,677,188 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,887,412 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,677,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,887,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,278,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,272,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,677,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,210,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,887,412 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,887,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| THROUGH K-1 - ROCKEFELLER BALANCED FUND | P | $105,524 | $105,524 | $105,524 | |
| SALE OF PUBLICLY TRADED SECURITIES | D | $790,643 | $760,374 | $760,374 | $30,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $865,898 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,069 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,069 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,925 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | AppliedToESTaxAmt |
| Refund | $10,925 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEANNA LUI | IndividualWithBooksNm |
| Phone | 2126495621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA ROOM 2500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DAVID ROCKEFELLER JR | |||||||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ABBY ROCKEFELLER | |||||||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PEGGY DULANY | |||||||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN ROCKEFELLER | |||||||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MANYA RUBINSTEIN | |||||||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEANNA LUI | |||||||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 | TREASURER | 3.00 | $0 | $0 | $0 |
| KATIE VINCI | |||||||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 | SECRETARY | 3.00 | $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 |
|---|---|---|---|---|---|---|---|---|---|
| JAY GOLDMARK | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | FARM MANAGER | 40.00 | $124,504 | $18,418 | $0 |
| LOUIS ZAPP | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | FIELD/EQUIPMENT MANA | 40.00 | $89,720 | $769 | $0 |
| PATRICIA WALLACE | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | COMMERCIAL BUSINESS | 40.00 | $81,550 | $6,499 | $0 |
| HERBERT PHILLIPS | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | LEAD MILLER | 40.00 | $73,005 | $7,754 | $0 |
| BRADLEY POTPAN | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | FIELD WORKER | 40.00 | $56,239 | $406 | $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 |
|---|---|---|---|---|---|
| A N MARTIN SYSTEMS LLC | |||||
| 1110 CLYDE MARENGO ROAD | CLYDE | NY | 14433 | FARMING SUPPLIER | $211,646 |
| EISNER ADVISORY GROUP LLC | |||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING FEES | $67,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION'S MISSION AND ACTIVITIES ARE BASED ON THE FUNDAMENTAL IMPORTANCE OF SUSTAINABLE AGRICULTURE. IT INTENDS TO MAKE ITS LAND AVAILABLE TO FARMERS AND FARM ORGANIZATIONS THAT DO NOT OTHERWISE HAVE ACCESS TO FARM LAND FOR ORGANIC AND/OR BIODYNAMIC FARMING. THE ORGANIZATION WORKS FOR THE SOCIAL ECONOMIC AND CULTURAL ENRICHMENT OF SUCH SMALL SCALE FARMS, AND THE HUDSON VALLEY COMMUNITIES THAT SURROUND THEM, AS A MODEL OF SUSTAINABLE AGRICULTURE. | Description1Txt |
| Expenses1 | $2,485,294 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $594,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $232,060 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $826,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $826,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $813,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,144 | TotalTaxAmt |
| Distributable Before Adj | $28,550 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,550 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,550 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,500,144 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,500,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $608,517 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,537,543 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,943,405 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,356,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,436,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,882,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,500,144 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,471,594 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,354,362 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $608,517 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,745,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,537,543 | ExcessFromYear4Amt |
| Excess From Year3 | $2,943,405 | ExcessFromYear3Amt |
| Excess From Year2 | $3,356,748 | ExcessFromYear2Amt |
| Excess From Year1 | $3,436,555 | ExcessFromYear1Amt |
| Excess From Current Year | $2,471,594 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID ROCKEFELLER JR | ContributingManagerNm |
| Contributing Manager | ABBY ROCKEFELLER | ContributingManagerNm |
| Contributing Manager | PEGGY DULANY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOUTHERN COLUMBIA LITTLE LEAGUE | |||||||
| 326 FAIRVIEW AVENUE | HUDSON | NY | 12534 | NONE | PC | CHARITABLE | $350 |
| ZION COMMUNITY FOOD PANTRY | |||||||
| PO BOX 1058 | HUDSON | NY | 12534 | NONE | PC | CHARITABLE | $2,000 |
| LIVINGSTON FREE LIBRARY | |||||||
| PO BOX 1058 | LIVINGSTON | NY | 12541 | NONE | PC | CHARITABLE | $1,000 |
| GERMANTOWN HOSE COMPANY | |||||||
| 181 MAIN ST | GERMANTOWN | NY | 12526 | NONE | PC | CHARITABLE | $1,000 |
| COLUMBIA LAND CONSERVANCY | |||||||
| 49 MAIN STREET | CHATHAM | NY | 12037 | NONE | PC | CHARITABLE | $5,000 |
| GERMANTOWN LIBRARY | |||||||
| 31 PALATINE PARK RD | GERMANTOWN | NY | 12526 | NONE | PC | CHARITABLE | $1,000 |
| THE OLANA PARTNERSHIP | |||||||
| PO BOX 199 | HUDSON | NY | 12534 | NONE | PC | CHARITABLE | $1,000 |
| COLUMBIA MEMORIAL HEALTH FOUNDATION | |||||||
| 71 PROSPECT AVE | HUDSON | NY | 12534 | NONE | PC | CHARITABLE | $2,500 |
| CHURCHTOWN FIRE COMPANY | |||||||
| PO BOX 193 | CLAVERACK | NY | 12513 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARMING NON-GMO PROJECT | Desc |
| Related Or Exempt Function Incm | $1,962,788 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,992 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,984 | ExclusionAmt |
| Related Or Exempt Function Incm | -$37,485 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL TAX REFUND | 01 | $244 |
| OTHER INCOME | 01 | $2,864 |
| PARTNERSHIP INCOME | 01 | -$348 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,898 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,925,303 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,017,201 | 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 | 1A | LineNumberTxt |
| Relationship Statement | INCOME IS DIRECTLY FROM FOUNDATIONS NON-GMO FARMING PROJECT WHICH IS THE EXEMPT PURPOSE OF THE FOUNDATION. | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF DAVID ROCKEFELLER | |||||||
| 1 | 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | $1,600,000 | Yes (X) | |
| MARGARET DULANY | |||||||
| 2 | 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | $352,352 | Yes (X) | Yes (X) |
| ABBY A ROCKEFELLER | |||||||
| 3 | 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | $306,478 | Yes (X) | Yes (X) |
| DAVID ROCKEFELLER JR | |||||||
| 4 | 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | $331,352 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 1,971 SHARES OF WALT DISNEY CO | $270,352 | 2022-04-05 |
| 3 | 898 SHARES OF HOME DEPOT | $274,478 | 2022-04-05 |
| 4 | 1,971 SHARES OF WALT DISNEY CO | $270,352 | 2022-04-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $67,737 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $67,737 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (183 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| PMR HAY BARN | 2019-07-30 | $21,155 | $2,557 | SL | 20.000000000000 | $1,058 | $0 | $1,058 |
| PMR MARTY'S BARN | 2019-07-30 | $11,888 | $1,436 | SL | 20.000000000000 | $594 | $0 | $594 |
| PMR BIN PROJECT | 2019-07-30 | $27,299 | $9,425 | SL | 7.000000000000 | $3,900 | $0 | $3,900 |
| EXTRUDER ROOM | 2019-07-30 | $14,409 | $1,740 | SL | 20.000000000000 | $720 | $0 | $720 |
| ORGANIC DAIRY PROJ-NOTIN SVC | 2021-07-01 | $231,000 | $5,775 | SL | 20.000000000000 | $11,550 | $0 | $11,550 |
| GENERAL BARN IMPROVEMENTS | 2019-07-30 | $66,098 | $7,987 | SL | 20.000000000000 | $3,305 | $0 | $3,305 |
| BUILDINGS-151.-1-40.100 (3161 ST | 2017-12-18 | $4,500,000 | $1,236,461 | 150DB | 20.000000000000 | $244,765 | $0 | $225,000 |
| BUILDINGS- 159.-1-3 (OFF WIRE RD) | 2017-12-18 | $4,050,000 | $1,112,816 | 150DB | 20.000000000000 | $220,289 | $0 | $202,500 |
| HOUSE- 151.-1-40.200 (LOTTALANE) | 2017-12-18 | $58,500 | $10,163 | 150DB | 27.500000000000 | $2,637 | $0 | $2,637 |
| BUILDINGS- 160.-1-49.111 (2635ST1 | 2017-12-18 | $1,350,000 | $370,938 | 150DB | 20.000000000000 | $73,430 | $0 | $67,500 |
| FEED BLDG LIGHTING | 2017-08-12 | $15,875 | $8,054 | 150DB | 10.000000000000 | $1,173 | $0 | $1,588 |
| FURNITURE/EQUIPMENT | 2017-06-01 | $7,950 | $5,326 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| QUICKHITCH (MARKET FARM) | 2017-08-12 | $10,788 | $7,007 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| CHANDLIER LITTER SPREADER | 2017-10-16 | $26,600 | $16,734 | 150DB | 7.000000000000 | $2,114 | $0 | $3,800 |
| PLANTER REBUILD KINZE | 2017-06-22 | $7,943 | $5,321 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| PUMA185 (FROM MONROE TRACTOR) | 2017-09-14 | $2,186 | $1,420 | 150DB | 7.000000000000 | $164 | $0 | $312 |
| WAGON TARP (COL TRACTOR) | 2017-12-31 | $5,192 | $4,624 | 150DB | 3.000000000000 | $0 | $0 | $0 |
| CHARLES RIVER LAB | 2017-09-06 | $8,000 | $5,196 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| EQUIP (KRAUSE FIELD CUTTER) | 2018-03-05 | $19,300 | $10,942 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| GPS SYSTEMFOR 290 | 2018-03-12 | $10,000 | $5,669 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| EQUIPMENT/FURNITURE (FROM DR ESTA | 2018-06-01 | $7,950 | $4,507 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| LAND- 160.-1-30.210 (316.68 AC CT. | 2017-12-18 | $886,700 | L | $0 | $0 | $0 | ||
| LAND- 159.-1-10 (92.5 AC FORD RD) | 2017-12-18 | $274,400 | L | $0 | $0 | $0 | ||
| LAND- 160.-1.20.121 (40.4 AC WALK | 2017-12-18 | $379,760 | L | $0 | $0 | $0 | ||
| LAND- 151.-1-40.100 (413.42AC@3 | 2017-12-18 | $500,000 | L | $0 | $0 | $0 | ||
| LAND- 160.1-1-26 (1.35 AC WALKERS | 2017-12-18 | $29,000 | L | $0 | $0 | $0 | ||
| LAND- 159.-1-3 (536.3 AC OFF WIRE | 2017-12-18 | $450,000 | L | $0 | $0 | $0 | ||
| LAND- 170.-1-6.121 (111.67AC BING | 2017-12-18 | $390,845 | L | $0 | $0 | $0 | ||
| LAND-160.-1-43 (233 AC PLATNER RD) | 2017-02-18 | $431,000 | L | $0 | $0 | $0 | ||
| LAND- 151.-1-40.200 (2AC LOTTA LRU | 2017-12-18 | $6,500 | L | $0 | $0 | $0 | ||
| LAND- 170.2-3.200 (70.16ACROUTE | 2017-12-18 | $336,768 | L | $0 | $0 | $0 | ||
| LAND- 160.-1-49.111 (95.76AC@26: | 2017-12-18 | $150,000 | L | $0 | $0 | $0 | ||
| LAND- 170.-1-3.100 (47.94AC SPAM | 2017-12-18 | $234,900 | L | $0 | $0 | $0 | ||
| LAND- 170.-2-6.121(84.LAC2 MAPLE | 2017-12-18 | $404,208 | L | $0 | $0 | $0 | ||
| LAND- 160.-1-42.100 (95.76ACSTRT | 2017-12-18 | $526,680 | L | $0 | $0 | $0 | ||
| LAND- 159.-1-2.100 (283.4ACWIRE | 2017-12-18 | $850,200 | L | $0 | $0 | $0 | ||
| LAND- 159.-1-2.21 (38.2AC WIRE RE | 2017-12-18 | $343,800 | L | $0 | $0 | $0 | ||
| LAND- WALKER MILLS RD. | 2018-04-12 | $91,712 | L | $0 | $0 | $0 | ||
| AGRICULTRAL FENCING | 2017-09-18 | $113,816 | $73,925 | 150DB | 7.000000000000 | $8,548 | $0 | $16,259 |
| EQUIPMENT HITCH MTG PUMATRACTO | 2018-08-17 | $32,372 | $18,352 | 150DB | 7.000000000000 | $1,502 | $0 | $2,312 |
| SKID STEER& FORKS (SALEM FARM SU | 2018-12-15 | $47,835 | $27,118 | 150DB | 7.000000000000 | $4,439 | $0 | $6,834 |
| CASE 250 (2017) | 2018-07-01 | $175,000 | $99,209 | 150DB | 7.000000000000 | $16,241 | $0 | $25,000 |
| JOHN DEERE 4240 | 2018-07-01 | $25,000 | $14,173 | 150DB | 7.000000000000 | $2,320 | $0 | $3,571 |
| JOHN DEERE 325 | 2018-07-01 | $21,500 | $12,189 | 150DB | 7.000000000000 | $1,995 | $0 | $3,071 |
| JOHN DEERE 4030 | 2018-07-01 | $14,500 | $8,221 | 150DB | 7.000000000000 | $1,346 | $0 | $2,071 |
| JOHN DEERE 310C BACKHOE | 2018-07-01 | $20,000 | $11,338 | 150DB | 7.000000000000 | $1,856 | $0 | $2,857 |
| JOHN DEERE 4030 | 2018-07-01 | $13,500 | $7,654 | 150DB | 7.000000000000 | $1,253 | $0 | $1,929 |
| CASE 7210 (1995) | 2018-07-01 | $39,500 | $22,393 | 150DB | 7.000000000000 | $3,666 | $0 | $5,643 |
| CASE 6140 COMBINE (2015) | 2018-07-01 | $235,000 | $133,224 | 150DB | 7.000000000000 | $21,809 | $0 | $33,571 |
| CASE 185 (2015) | 2018-07-01 | $125,000 | $70,864 | 150DB | 7.000000000000 | $11,601 | $0 | $17,857 |
| CASE PLATFORM HEAD | 2018-07-01 | $27,500 | $15,590 | 150DB | 7.000000000000 | $2,552 | $0 | $3,929 |
| CASE PICKUP HEAD | 2018-07-01 | $12,500 | $7,086 | 150DB | 7.000000000000 | $1,160 | $0 | $1,786 |
| INTERNATIONAL 4000 WINDROWER | 2018-07-01 | $14,500 | $8,221 | 150DB | 7.000000000000 | $1,346 | $0 | $2,071 |
| KUBOTA | 2018-07-01 | $12,500 | $7,086 | 150DB | 7.000000000000 | $1,160 | $0 | $1,786 |
| CASE BIG BALER | 2018-07-01 | $45,500 | $25,794 | 150DB | 7.000000000000 | $4,223 | $0 | $6,500 |
| ARTS WAY 6530 HAMMERMILLL | 2018-07-01 | $38,000 | $21,542 | 150DB | 7.000000000000 | $1,176 | $0 | $1,810 |
| CASE 183 CULTIVATOR | 2018-07-01 | $5,000 | $2,835 | 150DB | 7.000000000000 | $232 | $0 | $357 |
| JOHN DEERE 650 GRAIN CART | 2018-07-01 | $5,000 | $2,835 | 150DB | 7.000000000000 | $464 | $0 | $714 |
| KEYLINE PLOW | 2018-07-01 | $20,000 | $11,338 | 150DB | 7.000000000000 | $1,856 | $0 | $2,857 |
| MELROE PLOW | 2018-07-01 | $5,000 | $2,835 | 150DB | 7.000000000000 | $193 | $0 | $298 |
| HINIKER 6000 | 2018-07-01 | $12,000 | $6,803 | 150DB | 7.000000000000 | $464 | $0 | $714 |
| TURBO TILL 2400 | 2018-07-01 | $35,500 | $20,126 | 150DB | 7.000000000000 | $3,294 | $0 | $5,071 |
| JOHN DEERE 400 ROTARY HOE | 2018-07-01 | $5,000 | $2,835 | 150DB | 7.000000000000 | $464 | $0 | $714 |
| JOHN DEERE 1590 DRILL | 2018-07-01 | $29,500 | $16,724 | 150DB | 7.000000000000 | $2,738 | $0 | $4,214 |
| KUHN GF8702T TEDDER | 2018-07-01 | $14,500 | $8,221 | 150DB | 7.000000000000 | $1,346 | $0 | $2,071 |
| CASE 8530 SMALL BALER | 2018-07-01 | $9,000 | $5,102 | 150DB | 7.000000000000 | $835 | $0 | $1,286 |
| TRIOLIET MIXER WAGON | 2018-07-01 | $17,500 | $9,921 | 150DB | 7.000000000000 | $1,624 | $0 | $2,500 |
| KRONE TEDDER | 2018-07-01 | $12,500 | $7,086 | 150DB | 7.000000000000 | $1,160 | $0 | $1,786 |
| NEW HOLLAND 216 HAY RAKE | 2018-07-01 | $10,000 | $5,669 | 150DB | 7.000000000000 | $928 | $0 | $1,429 |
| JOHN DEERE MOCO 530 | 2018-07-01 | $7,250 | $4,110 | 150DB | 7.000000000000 | $673 | $0 | $1,036 |
| WOODSBATWING | 2018-07-01 | $7,500 | $4,252 | 150DB | 7.000000000000 | $696 | $0 | $1,071 |
| CHANDLERSPREADER | 2018-07-01 | $22,500 | $12,756 | 150DB | 7.000000000000 | $2,088 | $0 | $3,214 |
| BRUSHHOG3715MOWER | 2018-07-01 | $8,500 | $4,819 | 150DB | 7.000000000000 | $789 | $0 | $1,214 |
| SEISMIC ROLLER | 2018-07-01 | $5,000 | $2,835 | 150DB | 7.000000000000 | $464 | $0 | $714 |
| NEW HOLLAND 326 BALER | 2018-07-01 | $6,500 | $3,685 | 150DB | 7.000000000000 | $603 | $0 | $929 |
| BIG BOX BLADE FOR TRACTOR (PULL) | 2018-07-01 | $4,500 | $2,551 | 150DB | 7.000000000000 | $418 | $0 | $643 |
| 2016 CASE AGRIC 700 PRO MONITOR | 2019-04-10 | $12,000 | $5,386 | 150DB | 7.000000000000 | $1,417 | $0 | $1,714 |
| HP 425 SPREADER | 2019-10-24 | $23,000 | $10,323 | 150DB | 7.000000000000 | $2,717 | $0 | $3,286 |
| BALE WRAPPER MCHALE 991 LBER | 2019-03-27 | $28,850 | $12,948 | 150DB | 7.000000000000 | $3,408 | $0 | $4,121 |
| CASE IH TRACTOR LOADER | 2018-07-01 | $53,500 | $30,330 | 150DB | 7.000000000000 | $4,965 | $0 | $7,643 |
| DURABILT PASTURE PUNCH AERATOR1O' | 2018-07-01 | $3,000 | $1,700 | 150DB | 7.000000000000 | $279 | $0 | $429 |
| SALSCO BALE HUGGER | 2018-07-01 | $1,000 | $566 | 150DB | 7.000000000000 | $93 | $0 | $143 |
| 12 TON BULK BIN | 2018-07-01 | $3,500 | $1,984 | 150DB | 7.000000000000 | $325 | $0 | $500 |
| CHEVROLET 3500 | 2018-07-01 | $29,880 | $16,939 | 150DB | 7.000000000000 | $2,773 | $0 | $4,269 |
| KAWASAKI KAF950AT | 2018-07-01 | $2,750 | $1,559 | 150DB | 7.000000000000 | $255 | $0 | $393 |
| JOHN DEERE 445 | 2018-07-01 | $3,500 | $1,984 | 150DB | 7.000000000000 | $325 | $0 | $500 |
| HOME FARM EXMARK | 2018-07-01 | $3,500 | $1,984 | 150DB | 7.000000000000 | $325 | $0 | $500 |
| GOLF CART | 2018-07-01 | $1,800 | $1,021 | 150DB | 7.000000000000 | $167 | $0 | $257 |
| CLUM EXMARK | 2018-07-01 | $3,500 | $1,984 | 150DB | 7.000000000000 | $325 | $0 | $500 |
| POLARIS RANGER | 2018-07-01 | $7,500 | $4,252 | 150DB | 7.000000000000 | $696 | $0 | $1,071 |
| HERMITAGE EXMARK | 2018-07-01 | $3,750 | $2,126 | 150DB | 7.000000000000 | $348 | $0 | $536 |
| NURSE TANK | 2018-07-01 | $1,000 | $566 | 150DB | 7.000000000000 | $93 | $0 | $143 |
| ECOLINE (2002) | 2018-07-01 | $6,500 | $3,685 | 150DB | 7.000000000000 | $603 | $0 | $929 |
| BUTLER (1983) | 2018-01-07 | $3,500 | $1,984 | 150DB | 7.000000000000 | $325 | $0 | $500 |
| BIG TEX (2002) | 2018-07-01 | $5,800 | $3,288 | 150DB | 7.000000000000 | $538 | $0 | $829 |
| EBY CATTLE (2011) | 2018-07-01 | $18,000 | $10,205 | 150DB | 7.000000000000 | $1,670 | $0 | $2,571 |
| WORKSTAR FLATBED (2012) | 2018-07-01 | $60,000 | $34,015 | 150DB | 7.000000000000 | $5,568 | $0 | $8,571 |
| GMC 2500 (2007) | 2018-07-01 | $6,000 | $3,402 | 150DB | 7.000000000000 | $557 | $0 | $857 |
| GMC 3500 (2011) | 2018-07-01 | $19,500 | $11,054 | 150DB | 7.000000000000 | $1,810 | $0 | $2,786 |
| STERLING (2006) | 2018-07-01 | $115,000 | $65,195 | 150DB | 7.000000000000 | $10,673 | $0 | $16,429 |
| INTERNATIONAL (1998) | 2018-07-01 | $12,500 | $7,086 | 150DB | 7.000000000000 | $1,160 | $0 | $1,786 |
| INTERNATIONAL WORKSTAR (2011) | 2018-07-01 | $85,000 | $48,188 | 150DB | 7.000000000000 | $7,888 | $0 | $12,143 |
| FORD F550 (2012) | 2018-07-01 | $25,000 | $14,173 | 150DB | 7.000000000000 | $2,320 | $0 | $3,571 |
| NEW IDEA KILLSBROS 350 WAGON | 2018-07-01 | $3,000 | $1,700 | 150DB | 7.000000000000 | $279 | $0 | $429 |
| KATOLIGHT PTO GENERATOR | 2018-07-01 | $3,750 | $2,126 | 150DB | 7.000000000000 | $348 | $0 | $536 |
| JOHN DEERE52 BROOM | 2018-07-01 | $1,850 | $1,049 | 150DB | 7.000000000000 | $172 | $0 | $264 |
| KILLBROS 387 WAGON F | 2018-07-01 | $8,500 | $4,819 | 150DB | 7.000000000000 | $789 | $0 | $1,214 |
| BIG WESTFIELD AUGER | 2018-07-01 | $7,250 | $4,110 | 150DB | 7.000000000000 | $673 | $0 | $1,036 |
| WESTFIELD AUGER | 2018-07-01 | $1,800 | $1,021 | 150DB | 7.000000000000 | $167 | $0 | $257 |
| KILLBROS 390 SEED WAGON | 2018-07-01 | $1,000 | $566 | 150DB | 7.000000000000 | $93 | $0 | $143 |
| YARGUS BELT ELEVATOR | 2018-07-01 | $12,000 | $6,803 | 150DB | 7.000000000000 | $1,114 | $0 | $1,714 |
| KONGSKILDE CLEANER | 2018-07-01 | $15,000 | $8,504 | 150DB | 7.000000000000 | $1,392 | $0 | $2,143 |
| GEHL 125 MIXER | 2018-07-01 | $12,500 | $7,086 | 150DB | 7.000000000000 | $1,160 | $0 | $1,786 |
| LITTLE GIANT NEW HORST RUNNING GE; | 2018-07-01 | $3,250 | $1,843 | 150DB | 7.000000000000 | $302 | $0 | $464 |
| KILLBROS 350 WAGON | 2018-07-01 | $1,800 | $1,021 | 150DB | 7.000000000000 | $167 | $0 | $257 |
| KILLBROS 387 WAGON A | 2018-07-01 | $2,500 | $1,417 | 150DB | 7.000000000000 | $232 | $0 | $357 |
| BIG WESTFIELD AUGER | 2018-07-01 | $7,250 | $4,110 | 150DB | 7.000000000000 | $673 | $0 | $1,036 |
| HORST HEADER CART | 2018-07-01 | $6,500 | $3,685 | 150DB | 7.000000000000 | $603 | $0 | $929 |
| WIFO BALE GRABBERS | 2018-07-01 | $2,500 | $1,417 | 150DB | 7.000000000000 | $232 | $0 | $357 |
| CLUM BALE SPEARS | 2018-07-01 | $1,200 | $680 | 150DB | 7.000000000000 | $111 | $0 | $171 |
| CLUM BUCKET | 2018-07-01 | $850 | $482 | 150DB | 7.000000000000 | $79 | $0 | $121 |
| CLUM BACK SPEARS | 2018-07-01 | $550 | $312 | 150DB | 7.000000000000 | $51 | $0 | $79 |
| CLUM PALLET FORKS | 2018-07-01 | $650 | $369 | 150DB | 7.000000000000 | $60 | $0 | $93 |
| YORK BALE | 2018-07-01 | $500 | $283 | 150DB | 7.000000000000 | $47 | $0 | $71 |
| WOODS BOX SCRAPER | 2018-07-01 | $1,300 | $737 | 150DB | 7.000000000000 | $121 | $0 | $186 |
| ORANGE POST POUNDER | 2018-07-01 | $4,500 | $2,551 | 150DB | 7.000000000000 | $418 | $0 | $643 |
| 7810 FORKS | 2018-07-01 | $1,300 | $737 | 150DB | 7.000000000000 | $121 | $0 | $186 |
| HOME FARM BIG BUCKET | 2018-07-01 | $850 | $482 | 150DB | 7.000000000000 | $79 | $0 | $121 |
| HOME FARM BALE SPEARS | 2018-07-01 | $1,000 | $567 | 150DB | 7.000000000000 | $93 | $0 | $143 |
| HOME FARM SMALL BUCKET | 2018-07-01 | $750 | $426 | 150DB | 7.000000000000 | $69 | $0 | $107 |
| 325 FORKS | 2018-07-01 | $500 | $283 | 150DB | 7.000000000000 | $47 | $0 | $71 |
| 260 FORKS | 2018-07-01 | $450 | $255 | 150DB | 7.000000000000 | $42 | $0 | $64 |
| NEW FISHER SNOW PLOW | 2018-07-01 | $6,000 | $3,402 | 150DB | 7.000000000000 | $557 | $0 | $857 |
| OLD FISHER SNOW PLOW | 2018-07-01 | $3,500 | $1,984 | 150DB | 7.000000000000 | $325 | $0 | $500 |
| HIGHLANDER SANDER | 2018-07-01 | $350 | $199 | 150DB | 7.000000000000 | $32 | $0 | $50 |
| 10 HAY WAGONS | 2018-07-01 | $38,000 | $21,542 | 150DB | 7.000000000000 | $3,527 | $0 | $5,429 |
| LOG SPLITTER | 2018-07-01 | $900 | $510 | 150DB | 7.000000000000 | $84 | $0 | $129 |
| PORTABLE AUGER | 2018-09-18 | $3,900 | $2,211 | 150DB | 7.000000000000 | $362 | $0 | $557 |
| 1000GAL SINGLE WALL FUEL TANK | 2019-06-28 | $2,350 | $1,371 | 150DB | 5.000000000000 | $294 | $0 | $470 |
| 500GAL SINGLE WALL FUEL TANK | 2019-06-28 | $1,460 | $852 | 150DB | 5.000000000000 | $182 | $0 | $292 |
| GRAIN VACUUM - FEED OPERATION | 2020-03-09 | $22,100 | $10,498 | 150DB | 5.000000000000 | $3,481 | $0 | $4,420 |
| GRINDER MIXER ARTS-WAY 8215 | 2020-04-05 | $81,950 | $27,909 | 150DB | 7.000000000000 | $3,860 | $0 | $3,902 |
| CASE PUMA TRACTOR MODEL 165 | 2020-02-13 | $164,500 | $60,639 | 150DB | 7.000000000000 | $22,256 | $0 | $23,500 |
| HAY BARN | 2020-03-12 | $15,227 | $1,395 | SL | 20.000000000000 | $761 | $0 | $761 |
| EXTRUDER ROOM | 2020-10-27 | $16,116 | $940 | SL | 20.000000000000 | $806 | $0 | $806 |
| STONE HOUSE FARM RESIDENCE | 2020-11-01 | $6,440 | $376 | SL | 20.000000000000 | $322 | $0 | $322 |
| STONE HOUSE OFFICE & WORKSHOP | 2020-10-27 | $1,658 | $97 | SL | 20.000000000000 | $83 | $0 | $83 |
| ORGANIC DAIRY PROJ-NOT IN SVC | 2021-07-01 | $197,621 | $4,941 | SL | 20.000000000000 | $9,881 | $0 | $9,881 |
| M&E SUNFLOWER EXTRUSION FUNNELS & PARTS | 2020-04-22 | $4,798 | $1,142 | SL | 7.000000000000 | $685 | $0 | $685 |
| FUEL TANKS HOME FARM | 2020-12-29 | $2,920 | $417 | SL | 7.000000000000 | $417 | $0 | $417 |
| CHEVY S-10 2003 VIN 1GCCS14X138260160 | 2021-03-18 | $4,525 | $485 | SL | 7.000000000000 | $646 | $0 | $646 |
| JD 946 MOWER CENTER PIVOT ROTARY | 2021-04-28 | $23,000 | $2,190 | SL | 7.000000000000 | $3,286 | $0 | $3,286 |
| 2017 KUHN GA 7822 | 2021-04-30 | $18,500 | $1,762 | SL | 7.000000000000 | $2,643 | $0 | $2,643 |
| MITSUBISHI FORKLIFT FG30 SERIAL # 13C30232 USED | 2021-04-28 | $6,931 | $660 | SL | 7.000000000000 | $990 | $0 | $990 |
| POTTINGER 5001T TERRADISK | 2021-06-09 | $67,710 | $5,643 | SL | 7.000000000000 | $7,255 | $0 | $7,255 |
| JD 459 SILAGE ROUND BALER #1E0450MPALL461027 | 2021-05-24 | $61,387 | $5,116 | SL | 7.000000000000 | $8,770 | $0 | $8,770 |
| JOHN DEERE BALE HUGGER BG4000 | 2021-07-30 | $3,500 | $208 | SL | 7.000000000000 | $500 | $0 | $500 |
| NORTHSTAR ELECTRIC WET STEAM AND HOT WATER PRESSURE WASHER 2750 PSI, | 2021-10-14 | $3,340 | $119 | SL | 7.000000000000 | $477 | $0 | $477 |
| CASE IH CORN HEAD USED SERIAL # YDS039602 | 2021-11-17 | $28,000 | $333 | SL | 7.000000000000 | $4,000 | $0 | $4,000 |
| 6 ROW INTERNATIONAL CORN PLANTER MODEL #900 | 2021-02-17 | $3,000 | $357 | SL | 7.000000000000 | $214 | $0 | $214 |
| FEED WAREHOUSE- CONCRETE PAD | 2021-06-01 | $2,821 | $82 | SL | 20.000000000000 | $141 | $0 | $141 |
| BIN PROJECT- SAFETY UPGRADE | 2021-08-16 | $28,613 | $1,363 | SL | 7.000000000000 | $4,088 | $0 | $4,088 |
| WHITE HOUSE- FENCE & GATE | 2021-04-19 | $7,200 | $240 | SL | 20.000000000000 | $0 | $0 | $0 |
| WHITE HOUSE- FLOORING & COUNTERTOP | 2021-04-06 | $4,348 | $163 | SL | 20.000000000000 | $0 | $0 | $0 |
| ORGANIC DAIRY PROJECT 2021 | 2021-07-01 | $53,671 | $1,342 | SL | 20.000000000000 | $2,684 | $0 | $2,684 |
| NEW SECURITY SYSTEM- 50% PMT | 2021-12-09 | $1,476 | NC | 7.000000000000 | $0 | $0 | $0 | |
| DAIRY COWS | 2021-01-01 | $1,200 | $240 | SL | 5.000000000000 | $0 | $0 | $0 |
| JOHN DEERE PLANTER | 2021-11-09 | $38,775 | $923 | SL | 7.000000000000 | $5,539 | $0 | $5,539 |
| LAND IMPROVEMENTS | 2022-05-03 | $86,904 | SL | 20.000000000000 | $2,897 | $0 | $2,897 | |
| SEPTIC TANK REPLACEMENT | 2022-11-10 | $33,477 | SL | 20.000000000000 | $279 | $0 | $279 | |
| NEW ROOF | 2022-09-14 | $29,140 | SL | 20.000000000000 | $486 | $0 | $486 | |
| BIN PROJECT COMPLETION | 2022-09-12 | $375,404 | SL | 7.000000000000 | $17,876 | $0 | $17,876 | |
| 2020 HATZENBICHLER 30FT TINE WEEDER | 2022-01-06 | $20,138 | SL | 7.000000000000 | $2,877 | $0 | $2,877 | |
| 2022 HATZENBICHLER INTEROW CULTIVATOR | 2022-01-06 | $39,957 | SL | 7.000000000000 | $5,708 | $0 | $5,708 | |
| 2022 HATZENBICHLER XL DUAL CAMERA GUIDED HITCH | 2022-01-06 | $36,080 | SL | 7.000000000000 | $5,154 | $0 | $5,154 | |
| ROLLER / CRIMPER | 2022-01-06 | $30,016 | SL | 7.000000000000 | $4,288 | $0 | $4,288 | |
| UNDERFERTH 130 TILLAGE TOOL SERIALS # A48700123 | 2022-02-11 | $16,500 | SL | 7.000000000000 | $2,161 | $0 | $2,161 | |
| ARTWAY MIX GRINDER 2022 | 2022-04-29 | $97,150 | SL | 7.000000000000 | $9,252 | $0 | $9,252 | |
| NEW AC FOR MAIN OFFICE | 2022-05-09 | $4,321 | SL | 7.000000000000 | $412 | $0 | $412 | |
| KVERNLAND PLOW | 2022-06-27 | $30,000 | SL | 7.000000000000 | $2,143 | $0 | $2,143 | |
| FARM SIGN | 2022-08-30 | $4,359 | SL | 7.000000000000 | $208 | $0 | $208 | |
| POTTINGER 6001T TERRADISC | 2022-09-19 | $74,000 | SL | 7.000000000000 | $2,643 | $0 | $2,643 | |
| EQUIPMENT HITCH MTG PUMATRACTO | 2022-01-01 | $7,220 | SL | 3.000000000000 | $2,407 | $0 | $2,407 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | DISPOSITION OF FARM EQUIPMENT | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis | $37,485 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$37,485 | TotalNetAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (165 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| PMR HAY BARN | $21,155 | $3,615 | $17,540 | $17,540 |
| PMR MARTY'S BARN | $11,888 | $2,030 | $9,858 | $9,858 |
| PMR BIN PROJECT | $27,299 | $13,325 | $13,974 | $13,974 |
| EXTRUDER ROOM | $14,409 | $2,460 | $11,949 | $11,949 |
| ORGANIC DAIRY PROJ-NOTIN SVC | $231,000 | $17,325 | $213,675 | $213,675 |
| GENERAL BARN IMPROVEMENTS | $66,098 | $11,292 | $54,806 | $54,806 |
| BUILDINGS-151.-1-40.100 (3161 ST | $4,500,000 | $1,481,226 | $3,018,774 | $3,018,774 |
| BUILDINGS- 159.-1-3 (OFF WIRE RD) | $4,050,000 | $1,333,105 | $2,716,895 | $2,716,895 |
| HOUSE- 151.-1-40.200 (LOTTALANE) | $58,500 | $12,800 | $45,700 | $45,700 |
| BUILDINGS- 160.-1-49.111 (2635ST1 | $1,350,000 | $444,368 | $905,632 | $905,632 |
| FEED BLDG LIGHTING | $15,875 | $9,227 | $6,648 | $6,648 |
| CHANDLIER LITTER SPREADER | $26,600 | $18,848 | $7,752 | $7,752 |
| PUMA185 (FROM MONROE TRACTOR) | $2,186 | $1,584 | $602 | $602 |
| WAGON TARP (COL TRACTOR) | $5,192 | $4,624 | $568 | $568 |
| LAND- 160.-1-30.210 (316.68 AC CT. | $886,700 | $0 | $886,700 | $886,700 |
| LAND- 159.-1-10 (92.5 AC FORD RD) | $274,400 | $0 | $274,400 | $274,400 |
| LAND- 160.-1.20.121 (40.4 AC WALK | $379,760 | $0 | $379,760 | $379,760 |
| LAND- 151.-1-40.100 (413.42AC@3 | $500,000 | $0 | $500,000 | $500,000 |
| LAND- 160.1-1-26 (1.35 AC WALKERS | $29,000 | $0 | $29,000 | $29,000 |
| LAND- 159.-1-3 (536.3 AC OFF WIRE | $450,000 | $0 | $450,000 | $450,000 |
| LAND- 170.-1-6.121 (111.67AC BING | $390,845 | $0 | $390,845 | $390,845 |
| LAND-160.-1-43 (233 AC PLATNER RD) | $431,000 | $0 | $431,000 | $431,000 |
| LAND- 151.-1-40.200 (2AC LOTTA LRU | $6,500 | $0 | $6,500 | $6,500 |
| LAND- 170.2-3.200 (70.16ACROUTE | $336,768 | $0 | $336,768 | $336,768 |
| LAND- 160.-1-49.111 (95.76AC@26: | $150,000 | $0 | $150,000 | $150,000 |
| LAND- 170.-1-3.100 (47.94AC SPAM | $234,900 | $0 | $234,900 | $234,900 |
| LAND- 170.-2-6.121(84.LAC2 MAPLE | $404,208 | $0 | $404,208 | $404,208 |
| LAND- 160.-1-42.100 (95.76ACSTRT | $526,680 | $0 | $526,680 | $526,680 |
| LAND- 159.-1-2.100 (283.4ACWIRE | $850,200 | $0 | $850,200 | $850,200 |
| LAND- 159.-1-2.21 (38.2AC WIRE RE | $343,800 | $0 | $343,800 | $343,800 |
| LAND- WALKER MILLS RD. | $91,712 | $0 | $91,712 | $91,712 |
| AGRICULTRAL FENCING | $113,816 | $82,473 | $31,343 | $31,343 |
| SKID STEER& FORKS (SALEM FARM SU | $47,835 | $31,557 | $16,278 | $16,278 |
| CASE 250 (2017) | $175,000 | $115,450 | $59,550 | $59,550 |
| JOHN DEERE 4240 | $25,000 | $16,493 | $8,507 | $8,507 |
| JOHN DEERE 325 | $21,500 | $14,184 | $7,316 | $7,316 |
| JOHN DEERE 4030 | $14,500 | $9,567 | $4,933 | $4,933 |
| JOHN DEERE 310C BACKHOE | $20,000 | $13,194 | $6,806 | $6,806 |
| JOHN DEERE 4030 | $13,500 | $8,907 | $4,593 | $4,593 |
| CASE 7210 (1995) | $39,500 | $26,059 | $13,441 | $13,441 |
| CASE 6140 COMBINE (2015) | $235,000 | $155,033 | $79,967 | $79,967 |
| CASE 185 (2015) | $125,000 | $82,465 | $42,535 | $42,535 |
| CASE PLATFORM HEAD | $27,500 | $18,142 | $9,358 | $9,358 |
| CASE PICKUP HEAD | $12,500 | $8,246 | $4,254 | $4,254 |
| INTERNATIONAL 4000 WINDROWER | $14,500 | $9,567 | $4,933 | $4,933 |
| KUBOTA | $12,500 | $8,246 | $4,254 | $4,254 |
| CASE BIG BALER | $45,500 | $30,017 | $15,483 | $15,483 |
| JOHN DEERE 650 GRAIN CART | $5,000 | $3,299 | $1,701 | $1,701 |
| KEYLINE PLOW | $20,000 | $13,194 | $6,806 | $6,806 |
| TURBO TILL 2400 | $35,500 | $23,420 | $12,080 | $12,080 |
| JOHN DEERE 400 ROTARY HOE | $5,000 | $3,299 | $1,701 | $1,701 |
| JOHN DEERE 1590 DRILL | $29,500 | $19,462 | $10,038 | $10,038 |
| KUHN GF8702T TEDDER | $14,500 | $9,567 | $4,933 | $4,933 |
| CASE 8530 SMALL BALER | $9,000 | $5,937 | $3,063 | $3,063 |
| TRIOLIET MIXER WAGON | $17,500 | $11,545 | $5,955 | $5,955 |
| KRONE TEDDER | $12,500 | $8,246 | $4,254 | $4,254 |
| NEW HOLLAND 216 HAY RAKE | $10,000 | $6,597 | $3,403 | $3,403 |
| JOHN DEERE MOCO 530 | $7,250 | $4,783 | $2,467 | $2,467 |
| WOODSBATWING | $7,500 | $4,948 | $2,552 | $2,552 |
| CHANDLERSPREADER | $22,500 | $14,844 | $7,656 | $7,656 |
| BRUSHHOG3715MOWER | $8,500 | $5,608 | $2,892 | $2,892 |
| SEISMIC ROLLER | $5,000 | $3,299 | $1,701 | $1,701 |
| NEW HOLLAND 326 BALER | $6,500 | $4,288 | $2,212 | $2,212 |
| BIG BOX BLADE FOR TRACTOR (PULL) | $4,500 | $2,969 | $1,531 | $1,531 |
| 2016 CASE AGRIC 700 PRO MONITOR | $12,000 | $6,803 | $5,197 | $5,197 |
| HP 425 SPREADER | $23,000 | $13,040 | $9,960 | $9,960 |
| BALE WRAPPER MCHALE 991 LBER | $28,850 | $16,356 | $12,494 | $12,494 |
| CASE IH TRACTOR LOADER | $53,500 | $35,295 | $18,205 | $18,205 |
| DURABILT PASTURE PUNCH AERATOR1O' | $3,000 | $1,979 | $1,021 | $1,021 |
| SALSCO BALE HUGGER | $1,000 | $659 | $341 | $341 |
| 12 TON BULK BIN | $3,500 | $2,309 | $1,191 | $1,191 |
| CHEVROLET 3500 | $29,880 | $19,712 | $10,168 | $10,168 |
| KAWASAKI KAF950AT | $2,750 | $1,814 | $936 | $936 |
| JOHN DEERE 445 | $3,500 | $2,309 | $1,191 | $1,191 |
| HOME FARM EXMARK | $3,500 | $2,309 | $1,191 | $1,191 |
| GOLF CART | $1,800 | $1,188 | $612 | $612 |
| CLUM EXMARK | $3,500 | $2,309 | $1,191 | $1,191 |
| POLARIS RANGER | $7,500 | $4,948 | $2,552 | $2,552 |
| HERMITAGE EXMARK | $3,750 | $2,474 | $1,276 | $1,276 |
| NURSE TANK | $1,000 | $659 | $341 | $341 |
| ECOLINE (2002) | $6,500 | $4,288 | $2,212 | $2,212 |
| BUTLER (1983) | $3,500 | $2,309 | $1,191 | $1,191 |
| BIG TEX (2002) | $5,800 | $3,826 | $1,974 | $1,974 |
| EBY CATTLE (2011) | $18,000 | $11,875 | $6,125 | $6,125 |
| WORKSTAR FLATBED (2012) | $60,000 | $39,583 | $20,417 | $20,417 |
| GMC 2500 (2007) | $6,000 | $3,959 | $2,041 | $2,041 |
| GMC 3500 (2011) | $19,500 | $12,864 | $6,636 | $6,636 |
| STERLING (2006) | $115,000 | $75,868 | $39,132 | $39,132 |
| INTERNATIONAL (1998) | $12,500 | $8,246 | $4,254 | $4,254 |
| INTERNATIONAL WORKSTAR (2011) | $85,000 | $56,076 | $28,924 | $28,924 |
| FORD F550 (2012) | $25,000 | $16,493 | $8,507 | $8,507 |
| NEW IDEA KILLSBROS 350 WAGON | $3,000 | $1,979 | $1,021 | $1,021 |
| KATOLIGHT PTO GENERATOR | $3,750 | $2,474 | $1,276 | $1,276 |
| JOHN DEERE52 BROOM | $1,850 | $1,221 | $629 | $629 |
| KILLBROS 387 WAGON F | $8,500 | $5,608 | $2,892 | $2,892 |
| BIG WESTFIELD AUGER | $7,250 | $4,783 | $2,467 | $2,467 |
| WESTFIELD AUGER | $1,800 | $1,188 | $612 | $612 |
| KILLBROS 390 SEED WAGON | $1,000 | $659 | $341 | $341 |
| YARGUS BELT ELEVATOR | $12,000 | $7,917 | $4,083 | $4,083 |
| KONGSKILDE CLEANER | $15,000 | $9,896 | $5,104 | $5,104 |
| GEHL 125 MIXER | $12,500 | $8,246 | $4,254 | $4,254 |
| LITTLE GIANT NEW HORST RUNNING GE; | $3,250 | $2,145 | $1,105 | $1,105 |
| KILLBROS 350 WAGON | $1,800 | $1,188 | $612 | $612 |
| KILLBROS 387 WAGON A | $2,500 | $1,649 | $851 | $851 |
| BIG WESTFIELD AUGER | $7,250 | $4,783 | $2,467 | $2,467 |
| HORST HEADER CART | $6,500 | $4,288 | $2,212 | $2,212 |
| WIFO BALE GRABBERS | $2,500 | $1,649 | $851 | $851 |
| CLUM BALE SPEARS | $1,200 | $791 | $409 | $409 |
| CLUM BUCKET | $850 | $561 | $289 | $289 |
| CLUM BACK SPEARS | $550 | $363 | $187 | $187 |
| CLUM PALLET FORKS | $650 | $429 | $221 | $221 |
| YORK BALE | $500 | $330 | $170 | $170 |
| WOODS BOX SCRAPER | $1,300 | $858 | $442 | $442 |
| ORANGE POST POUNDER | $4,500 | $2,969 | $1,531 | $1,531 |
| 7810 FORKS | $1,300 | $858 | $442 | $442 |
| HOME FARM BIG BUCKET | $850 | $561 | $289 | $289 |
| HOME FARM BALE SPEARS | $1,000 | $660 | $340 | $340 |
| HOME FARM SMALL BUCKET | $750 | $495 | $255 | $255 |
| 325 FORKS | $500 | $330 | $170 | $170 |
| 260 FORKS | $450 | $297 | $153 | $153 |
| NEW FISHER SNOW PLOW | $6,000 | $3,959 | $2,041 | $2,041 |
| OLD FISHER SNOW PLOW | $3,500 | $2,309 | $1,191 | $1,191 |
| HIGHLANDER SANDER | $350 | $231 | $119 | $119 |
| 10 HAY WAGONS | $38,000 | $25,069 | $12,931 | $12,931 |
| LOG SPLITTER | $900 | $594 | $306 | $306 |
| PORTABLE AUGER | $3,900 | $2,573 | $1,327 | $1,327 |
| 1000GAL SINGLE WALL FUEL TANK | $2,350 | $1,665 | $685 | $685 |
| 500GAL SINGLE WALL FUEL TANK | $1,460 | $1,034 | $426 | $426 |
| GRAIN VACUUM - FEED OPERATION | $22,100 | $13,979 | $8,121 | $8,121 |
| CASE PUMA TRACTOR MODEL 165 | $164,500 | $82,895 | $81,605 | $81,605 |
| HAY BARN | $15,227 | $2,156 | $13,071 | $13,071 |
| EXTRUDER ROOM | $16,116 | $1,746 | $14,370 | $14,370 |
| STONE HOUSE FARM RESIDENCE | $6,440 | $698 | $5,742 | $5,742 |
| STONE HOUSE OFFICE & WORKSHOP | $1,658 | $180 | $1,478 | $1,478 |
| ORGANIC DAIRY PROJ-NOT IN SVC | $197,621 | $14,822 | $182,799 | $182,799 |
| M&E SUNFLOWER EXTRUSION FUNNELS & PARTS | $4,798 | $1,827 | $2,971 | $2,971 |
| FUEL TANKS HOME FARM | $2,920 | $834 | $2,086 | $2,086 |
| CHEVY S-10 2003 VIN 1GCCS14X138260160 | $4,525 | $1,131 | $3,394 | $3,394 |
| JD 946 MOWER CENTER PIVOT ROTARY | $23,000 | $5,476 | $17,524 | $17,524 |
| 2017 KUHN GA 7822 | $18,500 | $4,405 | $14,095 | $14,095 |
| MITSUBISHI FORKLIFT FG30 SERIAL # 13C30232 USED | $6,931 | $1,650 | $5,281 | $5,281 |
| JD 459 SILAGE ROUND BALER #1E0450MPALL461027 | $61,387 | $13,886 | $47,501 | $47,501 |
| JOHN DEERE BALE HUGGER BG4000 | $3,500 | $708 | $2,792 | $2,792 |
| NORTHSTAR ELECTRIC WET STEAM AND HOT WATER PRESSURE WASHER 2750 PSI, | $3,340 | $596 | $2,744 | $2,744 |
| CASE IH CORN HEAD USED SERIAL # YDS039602 | $28,000 | $4,333 | $23,667 | $23,667 |
| FEED WAREHOUSE- CONCRETE PAD | $2,821 | $223 | $2,598 | $2,598 |
| BIN PROJECT- SAFETY UPGRADE | $28,613 | $5,451 | $23,162 | $23,162 |
| ORGANIC DAIRY PROJECT 2021 | $53,671 | $4,026 | $49,645 | $49,645 |
| NEW SECURITY SYSTEM- 50% PMT | $1,476 | $0 | $1,476 | $1,476 |
| JOHN DEERE PLANTER | $38,775 | $6,462 | $32,313 | $32,313 |
| LAND IMPROVEMENTS | $86,904 | $2,897 | $84,007 | $84,007 |
| SEPTIC TANK REPLACEMENT | $33,477 | $279 | $33,198 | $33,198 |
| NEW ROOF | $29,140 | $486 | $28,654 | $28,654 |
| BIN PROJECT COMPLETION | $375,404 | $17,876 | $357,528 | $357,528 |
| 2020 HATZENBICHLER 30FT TINE WEEDER | $20,138 | $2,877 | $17,261 | $17,261 |
| 2022 HATZENBICHLER INTEROW CULTIVATOR | $39,957 | $5,708 | $34,249 | $34,249 |
| 2022 HATZENBICHLER XL DUAL CAMERA GUIDED HITCH | $36,080 | $5,154 | $30,926 | $30,926 |
| ROLLER / CRIMPER | $30,016 | $4,288 | $25,728 | $25,728 |
| UNDERFERTH 130 TILLAGE TOOL SERIALS # A48700123 | $16,500 | $2,161 | $14,339 | $14,339 |
| ARTWAY MIX GRINDER 2022 | $97,150 | $9,252 | $87,898 | $87,898 |
| NEW AC FOR MAIN OFFICE | $4,321 | $412 | $3,909 | $3,909 |
| KVERNLAND PLOW | $30,000 | $2,143 | $27,857 | $27,857 |
| FARM SIGN | $4,359 | $208 | $4,151 | $4,151 |
| POTTINGER 6001T TERRADISC | $74,000 | $2,643 | $71,357 | $71,357 |
| EQUIPMENT HITCH MTG PUMATRACTO | $7,220 | $2,407 | $4,813 | $4,813 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,029 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,029 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN ROCKEFELLER BALANCED FUND LP | $464,119 | $0 | |
| PARTNERSHIP DISTRIBUTIONS RECEIVABLE | $200,000 | $0 | |
| DEPOSIT ON FIXED ASSETS | $0 | $10,009 | $10,009 |
| PAYROLL TAX RECEIVABLE | $0 | $8,961 | $8,961 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FARM SUPPLIES | $1,066,181 | $0 | $0 | $1,066,181 |
| POSTAGE | $810 | $0 | $0 | $810 |
| COMPUTER AND INTERNET | $23,022 | $0 | $0 | $23,022 |
| TELEPHONE | $7,203 | $0 | $0 | $7,203 |
| UTILITIES | $26,566 | $0 | $0 | $26,566 |
| SERVICE CHARGES | $33,456 | $0 | $0 | $33,456 |
| APPLICATION FEES | $17,495 | $0 | $0 | $17,495 |
| CERTIFICATION EXPENSE | $31,192 | $0 | $0 | $31,192 |
| REPAIR AND MAINTENANCE | $89,178 | $0 | $0 | $89,178 |
| OFFICE EXPENSES | $17,749 | $0 | $0 | $17,749 |
| INSURANCE | $129,724 | $0 | $0 | $129,724 |
| TRUCKING / HAULING | $48,769 | $0 | $0 | $48,769 |
| CUSTODY FEE | $290 | $0 | $0 | $290 |
| PAYROLL PROCESSING FEES | $2,342 | $0 | $0 | $2,342 |
| SECURITY/ALARM | $691 | $0 | $0 | $691 |
| VEHICLE REGISTRATION | $2,906 | $0 | $0 | $2,906 |
| BAD DEBT | $7,179 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FARMING NON-GMO PROJECT | $1,962,788 | $1,962,788 | |
| FEDERAL TAX REFUND | $244 | $244 | |
| OTHER INCOME | $2,864 | $2,864 | |
| PARTNERSHIP INCOME | -$348 | $0 | -$348 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD LOANS | $5,533 | $1,728 |
| LOAN PAYABLE AGDIRECT | $43,258 | $0 |
| GREEN COUNTY LINE OF CREDIT | $469,619 | $263,858 |
| LOAN PAYABLE CNH | $47,989 | $0 |
| OTHER LOANS | $35,406 | $119,126 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROJECT CONSULTING | $40,113 | $0 | $0 | $40,113 |
| HR CONSULTING | $1,069 | $0 | $0 | $1,069 |
| REALTY FEES | $4,800 | $0 | $0 | $4,800 |
| LOGO DESIGN | $4,170 | $0 | $0 | $4,170 |
| OTHER MISCELLANEOUS CONSULTING FEES | $4,602 | $0 | $0 | $4,602 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| DAVID ROCKEFELLER JR | ||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 |
| PEGGY DULANY | ||||
| C/O PEGGY MCGRATH ROCKEFELLER | FOUNDATION 1 ROCKEFELLER PLAZA RM 2 | NEW YORK | NY | 10020 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $104,254 | $0 | $0 | $104,254 |
| FEDERAL EXCISE TAX | $5,500 | $0 | $0 | $0 |
| STATE TAX | $750 | $0 | $0 | $750 |