CALDER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CALDER FOUNDATION (EIN 13-3466986)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-01-11
- IRS object ID
- 201620119349100302
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-11T08:54:20-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131974820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LH FRISHKOFF & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133466986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDER FOUNDATION CO LH FRISHKOFF & COMPANY LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALD | BusinessNameControlTxt |
| Phone | 2128080070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE NO 901 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER ROWER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128080070 | PhoneNum |
| Signature | 2016-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V PERNA | PreparerPersonNm |
| PTIN | P00164443 | PTIN |
| Phone | 2128080070 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $396,730,302 | 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 | $14,535,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,247 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,247 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $123 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,120,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,150,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,120,065 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $378,295 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $207,064 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $378,295 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $17,047,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,340,499 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $391,665 | 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 | $642,909 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,782 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $14,318 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $611,809 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $145,549 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,799 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $3,242 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $138,508 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $127,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $127,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,031 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $20,271 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,922 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $943 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $804 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,774 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $186,121 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $173,876 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $72,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,713 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $8,287 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $54,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,332 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,125 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $959 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,248 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $324,878 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,587 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $53,940 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $226,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,647,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $275,697 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,203,992 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,647,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $275,697 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,203,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,399,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,244,790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $115,968 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,334,635 | CashBOYAmt |
| Cash EOY | $8,275,050 | CashEOYAmt |
| Cash EOYFMV | $8,275,050 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,197,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,181,549 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,181,549 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,963 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,963 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $30,101 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,118 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,118 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,930,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,901,989 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,179,371 | LandBOYAmt |
| Land EOY | $5,028,793 | LandEOYAmt |
| Land EOYFMV | $5,028,793 | LandEOYFMVAmt |
| Other Assets BOY | $228,867,375 | OtherAssetsBOYAmt |
| Other Assets EOY | $237,505,996 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $376,212,829 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $242,609,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $258,023,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $396,730,302 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $32,482 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $44,888 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44,888 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,482 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $242,564,181 | RetainedEarningBOYAmt |
| Retained Earning EOY | $257,965,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $242,564,181 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $257,965,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $242,609,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $258,023,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $242,564,181 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,399,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,948 | OtherIncreasesAmt |
| Subtotal | $257,967,117 | SubtotalAmt |
| Other Decreases | $1,130 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $257,965,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER CALDER, UNTITLED 1934, HANGING MOBILE | P | 2009-12-21 | 2015-06-04 | $3,150,000 | $938,500 | $2,211,500 | $2,211,500 |
| CURRENCY EXCHANGE LOSS | P | $91,435 | -$91,435 | -$91,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,120,065 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$91,435 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,316,093 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,988,571 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164747 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,892,794 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,586,040 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.220450 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,943,816 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,017,732 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.267189 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,135,428 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,274,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053371 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,225,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,711,984 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112911 | DistributionYr5Rt |
| Total Distribution | 0.818668 | TotalDistributionRt |
| Average Distribution | 0.163734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,950,487 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,465,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,448 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,487,947 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,203,992 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,896 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,896 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,854 | EstimatedPlusOvpmtIncmTxAmt |
| Backup Withholding Withheld | $1,534 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,388 | TotalPaymentsAndCreditsAmt |
| Tax Due | $41,508 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CALDER.ORG | WebsiteAddressTxt |
| Individual With Books | CALDER FOUNDATION | IndividualWithBooksNm |
| Phone | 2123342424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 WEST 25TH STREET 12 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | FR | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER SC ROWER | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | CHAIRMAN / PRESIDENT | 40.00 | $0 | $0 | $0 |
| SANDRA DAVIDSON | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | SECRETARY / TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN V PERNA | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | TREASURER / TRUSTEE | 0.00 | $0 | $0 | $0 |
| SHAWN DAVIDSON | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| SEAN SWEENEY | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANDREA DAVIDSON | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | VICE PRESIDENT / TRUSTEE | 0.30 | $0 | $0 | $0 |
| HOLTON ROWER | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER LIPMAN | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
| GRYPHON ROWER-UPJOHN | ||||||||
| C/O LHFRISHKOFF CO529 FIFTH AVE | NEW YORK | NY | 10017 | VICE PRESIDENT / TRUSTEE | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXIS MAROTTA | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR OF ARCHIVES | 40.00 | $99,577 | $0 | $0 |
| LILY C LYONS | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR OF EXTERNAL | 40.00 | $91,865 | $0 | $0 |
| SUSAN DAM | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | DIRECTOR RESEARCH AN | 40.00 | $82,981 | $0 | $0 |
| KEVIN BARRY | |||||||||
| C/O CALDER FOUNDATION 207 WEST 25TH | STREET FL 12 | NEW YORK | NY | 10001 | REGISTRAR | 40.00 | $56,234 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTERSON BELKNAP WEBB & TYLER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 AVENUE OF AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $124,415 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CATALOGUING ALL THE WORKS PRODUCED BY THE ARTIST ALEXANDER CALDER AND MAKING HIS WORKS AVAILABLE FOR PUBLIC INSPECTION IN ORDER TO FACILITATE ART EDUCATION AND RESEARCH | Description1Txt |
| Expenses1 | $1,452,018 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,453 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,083,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,086,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,086,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,950,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $447,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,203,992 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,203,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,203,992 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1991-09-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $115,968 | CurrentYearAmt |
| Year1 | $6,946 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $122,914 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $98,573 | CurrentYearAmt |
| Year1 | $5,904 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $104,477 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,203,992 | CurrentYearAmt |
| Year1 | $1,316,710 | Year1Amt |
| Year2 | $1,892,794 | Year2Amt |
| Year3 | $2,943,945 | Year3Amt |
| Total | $7,357,441 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,203,992 | CurrentYearAmt |
| Year1 | $1,316,710 | Year1Amt |
| Year2 | $1,892,794 | Year2Amt |
| Year3 | $2,943,945 | Year3Amt |
| Total | $7,357,441 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $239,936,146 | Year1Amt |
| Year2 | $238,170,134 | Year2Amt |
| Year3 | $239,066,333 | Year3Amt |
| Total | $717,172,613 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $239,936,146 | Year1Amt |
| Year2 | $238,170,134 | Year2Amt |
| Year3 | $239,066,333 | Year3Amt |
| Total | $717,172,613 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANDRA DAVIDSON | ContributingManagerNm |
| Contributing Manager | HOLTON ROWER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (4 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| ROYALTY FEES | 15 | $204,133 |
| EXHIBITION INCOME | $173,462 | |
| LICENCING FEE | $520 | |
| PUBLIC ENGAGEMENT | $180 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,247 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,120,065 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,120,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $391,665 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,511,730 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1B | LineNumberTxt |
| Relationship Statement | ART WORKS WERE DISPLAYED TO THE PUBLIC FOR ART EDUCATION AND RESEARCH | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SHAWN DAVIDSON | |||||||
| 1 | C/O LH FRISHKOFF CO LLP 529 FIFTH A | NEW YORK | NY | 10017 | $4,500,000 | Yes (X) | |
| HOLTON ROWER | |||||||
| 2 | C/O LH FRISHKOFF CO LLP 529 FIFTH A | NEW YORK | NY | 10017 | $4,500,000 | Yes (X) | |
| ALEXANDER ROWER | |||||||
| 3 | C/O LH FRISHKOFF CO LLP 529 FIFTH A | NEW YORK | NY | 10017 | $10,000 | Yes (X) | |
| HANSJOERG WYSS | |||||||
| 4 | PO BOX 11270 | JACKSON | WY | 83002 | $5,000,000 | Yes (X) | |
| STANLEY COHEN | |||||||
| 5 | 117 EAST 57TH STREET 32F | NEW YORK | NY | 10022 | $525,600 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALEXANDER CALDER, ARCHING MAN 1929, WIRE AND PAINT | $4,500,000 | 2014-12-22 |
| 2 | ALEXANDER CALDER, UNTITLED 1938, PAINTED WOOD, ROD, WIRE AND BONE | $4,500,000 | 2014-12-22 |
| 5 | EIGHT LIGHT SHADES BY ALEXANDER CALDER, C. 1955 | $525,600 | 2015-03-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | L.H. FRISHKOFF & CO LLP | CategoryTxt |
| Amt | $44,031 | Amt |
| Net Investment Income | $23,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,271 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (3 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Total AmortizationTotalAmortizationAmt | Current Year AmortizationCurrentYearAmortizationAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 2007-07-31 | $2,414 | $2,414 | 3.000000000000 | $0 | $0 | $2,414 | |
| COMPUTER SOFTWARE | 2008-04-15 | $20,999 | $10,499 | 3.000000000000 | $0 | $0 | $10,499 | |
| COMPUTER SOFTWARE | 2012-06-01 | $77,000 | $57,751 | 36.000000000000 | $0 | $19,249 | $77,000 | $19,249 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 1993-06-30 | $3,078 | $3,078 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE & FIXTURES | 1999-08-05 | $200 | $200 | SL | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE & FIXTURES | 1993-09-01 | $3,890 | $3,890 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE & FIXTURES | 1996-02-01 | $923 | $923 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 1999-01-20 | $4,950 | $4,950 | SL | 7.000000000000 | $0 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 1999-01-22 | $2,000 | $797 | SL | 39.000000000000 | $51 | $0 | $51 |
| LEASEHOLD IMPROVEMENT | 1999-02-08 | $250 | $93 | SL | 39.000000000000 | $6 | $0 | $6 |
| OFFICE EQUIPMENT | 1999-02-25 | $198 | $198 | SL | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE & FIXTURES | 1999-02-25 | $606 | $606 | SL | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE & FIXTURES | 1999-03-15 | $610 | $610 | SL | 7.000000000000 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 1999-06-22 | $2,451 | $2,451 | SL | 7.000000000000 | $0 | $0 | $0 |
| ART EQUIPMENT | 1999-06-24 | $830 | $830 | SL | 7.000000000000 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 1999-08-05 | $390 | $390 | SL | 7.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2000-09-01 | $12,567 | $11,906 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2001-06-01 | $4,094 | $4,094 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| WEBSITE DEVELOPMENT | 2003-08-31 | $11,375 | $11,375 | SL | 3.000000000000 | $0 | $0 | $0 |
| EQUIPMENT | 2006-06-09 | $4,600 | $4,600 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| BUILDING | 2005-10-31 | $4,674,087 | $1,063,651 | SL | 39.000000000000 | $119,848 | $0 | $119,848 |
| BUILDING IMPROVEMENT | 2006-07-31 | $1,062,881 | $221,545 | SL | 39.000000000000 | $27,253 | $0 | $27,253 |
| OFFICE EQUIPMENT | 2006-12-31 | $38,879 | $38,879 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FIXTURES | 2006-12-31 | $107,928 | $107,928 | SL | 7.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2006-12-31 | $24,027 | $24,027 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURES | 2007-09-05 | $5,019 | $5,019 | SL | 7.000000000000 | $0 | $0 | $0 |
| EQUIPMENT | 2007-11-09 | $1,945 | $1,858 | 200DB | 7.000000000000 | $87 | $0 | $46 |
| OFFICE FURNITURES | 2007-11-27 | $1,630 | $1,573 | SL | 7.000000000000 | $57 | $0 | $57 |
| OFFICE FURNITURES | 2008-01-17 | $2,229 | $2,094 | SL | 7.000000000000 | $135 | $0 | $135 |
| OFFICE FURNITURES | 2008-07-24 | $150 | $128 | SL | 7.000000000000 | $22 | $0 | $22 |
| OFFICE FURNITURES | 2008-10-08 | $125 | $54 | 200DB | 7.000000000000 | $5 | $0 | $18 |
| OFFICE FURNITURE | 2008-10-24 | $822 | $356 | 200DB | 7.000000000000 | $37 | $0 | $117 |
| COMPUTER EQUIPMENT | 2009-03-02 | $699 | $349 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| SHELVES | 2009-09-01 | $500 | $194 | 200DB | 7.000000000000 | $22 | $0 | $71 |
| OFFICE FURNITURE | 2009-09-14 | $484 | $188 | 200DB | 7.000000000000 | $22 | $0 | $69 |
| OFFICE EQUIPMENT | 2010-01-14 | $5,091 | $1,977 | 200DB | 7.000000000000 | $227 | $0 | $727 |
| OFFICE EQUIPMENT | 2010-03-10 | $10,125 | $3,933 | 200DB | 7.000000000000 | $452 | $0 | $1,446 |
| FURNITURE & FIXTURE | 2010-06-25 | $4,500 | $1,744 | 200DB | 7.000000000000 | $202 | $0 | $643 |
| OFFICE FURNITURE | 2011-04-06 | $17,231 | 200DB | 7.000000000000 | $0 | $0 | $2,462 | |
| OFFICE EQUIPMENT | 2011-05-19 | $5,035 | 200DB | 7.000000000000 | $0 | $0 | $719 | |
| OFFICE FURNITURE | 2011-07-12 | $17,231 | 200DB | 7.000000000000 | $0 | $0 | $2,462 | |
| OFFICE FURNITURE | 2012-03-02 | $3,486 | $1,962 | 200DB | 7.000000000000 | $435 | $0 | $498 |
| OFFICE FURNITURE | 2012-03-16 | $6,234 | $3,508 | 200DB | 7.000000000000 | $779 | $0 | $891 |
| OFFICE FURNITURE | 2012-04-10 | $3,635 | $2,045 | 200DB | 7.000000000000 | $454 | $0 | $519 |
| LAND - 339 PAINTER HILLD ROAD, CT | 2011-03-10 | $676,162 | L | $0 | $0 | $0 | ||
| COMPUTER EQUIPMENT | 2013-06-18 | $1,893 | $492 | 200DB | 5.000000000000 | $182 | $0 | $379 |
| OFFICE FURNITURE | 2012-10-23 | $3,285 | $637 | 200DB | 7.000000000000 | $287 | $0 | $469 |
| OFFICE FURNITURE | 2012-11-09 | $24,936 | $4,834 | 200DB | 7.000000000000 | $2,181 | $0 | $3,562 |
| OFFICE FURNITURE | 2013-04-26 | $3,009 | $583 | 200DB | 7.000000000000 | $263 | $0 | $430 |
| COMPUTER EQUIPMENT | 2013-12-16 | $9,521 | $952 | 200DB | 5.000000000000 | $1,523 | $0 | $1,904 |
| COMPUTER EQUIPMENT | 2014-01-15 | $2,484 | $497 | 200DB | 5.000000000000 | $795 | $0 | $497 |
| COMPUTER EQUIPMENT | 2014-04-15 | $1,299 | $260 | 200DB | 5.000000000000 | $416 | $0 | $260 |
| COMPUTER EQUIPMENT | 2014-08-15 | $6,005 | $1,201 | 200DB | 5.000000000000 | $1,922 | $0 | $1,201 |
| FIXTURES | 2014-09-04 | $48,000 | 200DB | 7.000000000000 | $27,429 | $0 | $6,857 | |
| OFFICE FURNITURE | 2015-06-22 | $5,760 | 200DB | 7.000000000000 | $823 | $0 | $137 | |
| SCANNER | 2015-01-22 | $1,030 | 200DB | 5.000000000000 | $206 | $0 | $120 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| POSTAGE STAMP COLLECTION | AT COST | $22,400 | $22,400 |
| OTHER INVESTMENTS | AT COST | $7,718 | $7,718 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (56 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $3,078 | $3,078 | $0 |
| FURNITURE & FIXTURES | $200 | $200 | $0 |
| FURNITURE & FIXTURES | $3,890 | $3,890 | $0 |
| FURNITURE & FIXTURES | $923 | $923 | $0 |
| OFFICE EQUIPMENT | $4,950 | $4,950 | $0 |
| LEASEHOLD IMPROVEMENT | $2,000 | $848 | $1,152 |
| LEASEHOLD IMPROVEMENT | $250 | $99 | $151 |
| OFFICE EQUIPMENT | $198 | $198 | $0 |
| FURNITURE & FIXTURES | $606 | $606 | $0 |
| FURNITURE & FIXTURES | $610 | $610 | $0 |
| OFFICE EQUIPMENT | $2,451 | $2,451 | $0 |
| ART EQUIPMENT | $830 | $830 | $0 |
| OFFICE EQUIPMENT | $390 | $390 | $0 |
| COMPUTER EQUIPMENT | $12,567 | $11,906 | $661 |
| OFFICE EQUIPMENT | $4,094 | $4,094 | $0 |
| WEBSITE DEVELOPMENT | $11,375 | $11,375 | $0 |
| EQUIPMENT | $4,600 | $4,600 | $0 |
| BUILDING | $4,674,087 | $1,183,499 | $3,490,588 |
| BUILDING IMPROVEMENT | $1,062,881 | $248,798 | $814,083 |
| OFFICE EQUIPMENT | $38,879 | $38,879 | $0 |
| FIXTURES | $107,928 | $107,928 | $0 |
| COMPUTER EQUIPMENT | $24,027 | $24,027 | $0 |
| COMPUTER SOFTWARE | $2,414 | $2,414 | $0 |
| OFFICE FURNITURES | $5,019 | $5,019 | $0 |
| EQUIPMENT | $1,945 | $1,945 | $0 |
| OFFICE FURNITURES | $1,630 | $1,630 | $0 |
| OFFICE FURNITURES | $2,229 | $2,229 | $0 |
| COMPUTER SOFTWARE | $20,999 | $20,999 | $0 |
| OFFICE FURNITURES | $150 | $150 | $0 |
| OFFICE FURNITURES | $125 | $122 | $3 |
| OFFICE FURNITURE | $822 | $804 | $18 |
| COMPUTER EQUIPMENT | $699 | $699 | $0 |
| SHELVES | $500 | $466 | $34 |
| OFFICE FURNITURE | $484 | $452 | $32 |
| OFFICE EQUIPMENT | $5,091 | $4,750 | $341 |
| OFFICE EQUIPMENT | $10,125 | $9,448 | $677 |
| FURNITURE & FIXTURE | $4,500 | $4,196 | $304 |
| OFFICE FURNITURE | $17,231 | $17,231 | $0 |
| OFFICE EQUIPMENT | $5,035 | $5,035 | $0 |
| OFFICE FURNITURE | $17,231 | $17,231 | $0 |
| COMPUTER SOFTWARE | $77,000 | $77,000 | $0 |
| OFFICE FURNITURE | $3,486 | $2,397 | $1,089 |
| OFFICE FURNITURE | $6,234 | $4,287 | $1,947 |
| OFFICE FURNITURE | $3,635 | $2,499 | $1,136 |
| LAND - 339 PAINTER HILLD ROAD, CT | $676,162 | $0 | $676,162 |
| COMPUTER EQUIPMENT | $1,893 | $1,621 | $272 |
| OFFICE FURNITURE | $3,285 | $2,567 | $718 |
| OFFICE FURNITURE | $24,936 | $19,483 | $5,453 |
| OFFICE FURNITURE | $3,009 | $2,351 | $658 |
| COMPUTER EQUIPMENT | $9,521 | $7,236 | $2,285 |
| COMPUTER EQUIPMENT | $2,484 | $1,292 | $1,192 |
| COMPUTER EQUIPMENT | $1,299 | $676 | $623 |
| COMPUTER EQUIPMENT | $6,005 | $3,123 | $2,882 |
| FIXTURES | $48,000 | $27,429 | $20,571 |
| OFFICE FURNITURE | $5,760 | $823 | $4,937 |
| SCANNER | $1,030 | $206 | $824 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PATTERSON BELKNAP WEBB & TYLER LLP | $124,415 | $0 | $0 | $124,415 |
| LADAS & PARRY LLP | $3,385 | $0 | $0 | $3,385 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WORKS OF ART | $228,762,107 | $237,415,644 | $376,122,477 |
| PROMOTIONAL BOOKS/MATERIALS | $79,268 | $79,268 | $79,268 |
| ARCHIVAL DOCUMENTS | $0 | $11,084 | $11,084 |
| DEPOSITS FOR FIXED ASSET PUCHASE | $26,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 50 % MEALS & ENTERTAINMENT ALLOCATED TO NET INVESTMENT INCOME | Desc |
| Amt | $1,130 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ARCHIVES & STORAGE | $13,641 | $2,300 | $804 | $5,240 |
| ARCHIVAL DOCUMENT EXPENSE | $7,106 | $0 | $0 | $7,106 |
| BANK CHARGES | $1,445 | $195 | $166 | $1,084 |
| CLEANING EXPENSE | $721 | $97 | $83 | $541 |
| COMPUTER EXPENSE | $49,846 | $6,725 | $5,737 | $37,384 |
| ENTERTAINMENT | $15,631 | $1,130 | $1,929 | $12,571 |
| INSURANCE | $93,217 | $12,575 | $10,729 | $69,913 |
| LICENSES & FEES | $2,210 | $298 | $254 | $1,658 |
| OFFICE EXPENSES | $40,214 | $5,425 | $4,628 | $30,161 |
| PHOTOGRAPHY | $7,223 | $975 | $831 | $5,417 |
| POSTAGE & DELIVERY | $3,465 | $467 | $399 | $2,599 |
| REPAIRS & MAINTENANCE | $32,240 | $4,349 | $3,711 | $24,180 |
| SECURITY | $4,707 | $635 | $542 | $3,530 |
| TELEPHONE | $5,430 | $733 | $625 | $4,072 |
| UTILITIES | $25,792 | $3,479 | $2,969 | $19,344 |
| PROMOTION | $643 | $0 | $0 | $643 |
| DUES AND SUBSCRIPTIONS | $814 | $204 | $0 | $610 |
| EXHIBITION EXPENSES | $1,284 | $0 | $1,284 | $0 |
| AMORTIZATION | $19,249 | $0 | $19,249 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ICESTONE LLC | $2,931 | ||
| ROYALTY FEES | $204,133 | $204,133 | $204,133 |
| EXHIBITION INCOME | $173,462 | $173,462 | |
| LICENCING FEE | $520 | $520 | |
| PUBLIC ENGAGEMENT | $180 | $180 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ICESTONE LLC INCOME RECORDED ON BOOKS, NOT TAX | $2,931 |
| UNREALIZED GAIN FROM MARKETABLE SECURITIES RECORDED ON BOOKS, NOT TAX | $17 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $44,888 | $0 |
| CALDER PRIZE PAYABLE | $0 | $25,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RESEARCH | CategoryTxt |
| Amt | $32,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAX | $6,987 | $943 | $804 | $5,240 |
| PAYROLL TAXES | $54,401 | $0 | $0 | $0 |
| FEDERAL TAX WITHHELD | $1,534 | $0 | $0 | $1,534 |
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