PEGGY MCGRATH ROCKEFELLER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PEGGY MCGRATH ROCKEFELLER FOUNDATION (EIN 46-2261050)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349104626
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:47:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA CHEN | PreparerPersonNm |
| PTIN | P00842078 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,251,319 | 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 | $78,354 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,650 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,650 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,988 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,610,240 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,903,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,821 | 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 | $621,683 | 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 | $621,683 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $160,423 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $160,423 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,205 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,205 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,316 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $48,316 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,903 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11,615 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $11,615 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $100,486 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $939,206 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $47,039 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,039 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,615 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,615 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,589,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,048 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,574,001 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,591,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,617,286 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,611,666 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,637,686 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$707,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $511,934 | CashBOYAmt |
| Cash EOY | $636,245 | CashEOYAmt |
| Cash EOYFMV | $636,245 | CashEOYFMVAmt |
| Inventories BOY | $409 | InventoriesBOYAmt |
| Prepaid Expenses EOY | $29,609 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,609 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $79,460 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $79,460 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,318,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,318,825 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $21,254,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,082,081 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,064,967 | LandBOYAmt |
| Land EOY | $15,172,474 | LandEOYAmt |
| Land EOYFMV | $15,172,474 | LandEOYFMVAmt |
| Other Assets BOY | $2,018,954 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,706 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,706 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,596,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,251,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,251,319 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $25,735 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $136,600 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $481,496 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $136,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $507,231 | 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 | $17,459,664 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,744,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,459,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,744,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,596,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,251,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,459,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$707,983 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,751,681 | SubtotalAmt |
| Other Decreases | $7,593 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,744,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 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 | $1,984 | $1,984 | $1,984 | |
| THROUGH K-1 - ROCKEFELLER BALANCED FUND | P | $138,030 | $138,030 | $138,030 | |
| THROUGH K-1 - ROCKEFELLER BALANCED FUND | P | -$26 | -$26 | $26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,609 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,609 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,860 | OverpaymentAmt |
| Applied To ES Tax | $26,860 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | 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 | 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 |
| 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 | $159,297 | $35,770 | $0 |
| LOUIS ZAPP | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | FIELD/EQUIPMENT MANA | 40.00 | $95,639 | $4,437 | $0 |
| HERBERT PHILLIPS | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | LEAD MILLER | 40.00 | $80,820 | $13,874 | $0 |
| NICHOL BOWER | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | OFFICE MANAGER | 40.00 | $72,269 | $13,047 | $0 |
| JEANINE M EARNHART | |||||||||
| C/O STONE HOUSE GRAIN LLC 3161 US | ROUTE 9 | HUDSON | NY | 12534 | FEED STORE ASSOCIATE | 40.00 | $52,023 | $1,591 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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. THE ORGANIZATION CONDUCTS ON-FARM RESEARCH AND 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 | $2,617,286 | 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 | $660,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,357,012 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,017,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,017,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,987,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,749 | TotalTaxAmt |
| Distributable Before Adj | $96,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,702 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,328 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,328 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,637,686 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,117,910 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,755,596 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,943,405 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,356,748 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,436,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,471,594 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,695,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,903,986 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,755,596 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,647,268 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,551,254 | 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 | $2,943,405 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,607,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,356,748 | ExcessFromYear4Amt |
| Excess From Year3 | $3,436,555 | ExcessFromYear3Amt |
| Excess From Year2 | $2,471,594 | ExcessFromYear2Amt |
| Excess From Year1 | $3,695,684 | ExcessFromYear1Amt |
| Excess From Current Year | $3,647,268 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHURCHTOWN FIRE COMPANY | |||||||
| 2219 COUNTY ROUTE 27 | HUDSON | NY | 12534 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CMH FOUNDATION | |||||||
| 71 PROSPECT AVENUE | HUDSON | NY | 12534 | NONE | PC | GENERAL SUPPORT | $2,500 |
| COLUMBIA LAND CONSERVANCY | |||||||
| 49 MAIN ST | CHATHAM | NY | 12037 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GERMANTOWN HOSE COMPANY | |||||||
| 181 MAIN ST | GERMANTOWN | NY | 12526 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GERMANTOWN LIBRARY | |||||||
| 31 PALATINE PARK RD | GERMANTOWN | NY | 12526 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HAWTHORNE VALLEY FARMSCAPE ECOLOGY PROJECT | |||||||
| 1075 HARLEMVILLE ROAD | GHENT | NY | 12075 | NONE | PC | GENERAL SUPPORT | $3,000 |
| LIVINGSTON FREE LIBRARY | |||||||
| PO BOX 105 | LIVINGSTON | NY | 12541 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LIVINGSTON PUMPER COMPANY NO 1 | |||||||
| PO BOX 77 | LIVINGSTON | NY | 12541 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE OLANA PARTNERSHIP | |||||||
| PO BOX 199 | HUDSON | NY | 12534 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ZION COMMUNITY FOOD PANTRY | |||||||
| PO BOX 1058 | HUDSON | NY | 12534 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATICK COMMUNITY ORGANIC FARM | |||||||
| 117 ELIOT STREET | NATICK | MA | 01760 | NONE | PC | GENERAL SUPPORT | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,400 | 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 |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $2,598,538 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,650 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,988 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PROCEEDS | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $226,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,598,538 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,825,329 | 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 ORGANIC FARMING PROJECT. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US DEPARTMENT OF AGRICULTURE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 INDEPENDENCE AVE SW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $78,354 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,316 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $48,316 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (190 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 | $4,673 | SL | 20.000000000000 | $1,058 | $0 | $1,058 |
| PMR MARTY'S BARN | 2019-07-30 | $11,888 | $2,624 | SL | 20.000000000000 | $594 | $0 | $594 |
| PMR BIN PROJECT | 2019-07-30 | $27,299 | $17,225 | SL | 7.000000000000 | $3,900 | $0 | $3,900 |
| EXTRUDER ROOM | 2019-07-30 | $14,409 | $3,180 | SL | 20.000000000000 | $720 | $0 | $720 |
| GENERAL BARN IMPROVEMENTS | 2019-07-30 | $66,098 | $14,597 | SL | 20.000000000000 | $3,305 | $0 | $3,305 |
| BUILDINGS-151.-1-40.100 (3161 ST | 2017-12-18 | $4,500,000 | $1,707,634 | 150DB | 20.000000000000 | $209,427 | $0 | $225,000 |
| BUILDINGS- 159.-1-3 (OFF WIRE RD) | 2017-12-18 | $4,050,000 | $1,536,872 | 150DB | 20.000000000000 | $188,485 | $0 | $202,500 |
| HOUSE- 151.-1-40.200 (LOTTALANE) | 2017-12-18 | $58,500 | $15,293 | 150DB | 27.500000000000 | $2,357 | $0 | $2,357 |
| BUILDINGS- 160.-1-49.111 (2635ST1 | 2017-12-18 | $1,350,000 | $512,290 | 150DB | 20.000000000000 | $62,828 | $0 | $67,500 |
| FEED BLDG LIGHTING | 2017-08-12 | $15,875 | $10,224 | 150DB | 10.000000000000 | $848 | $0 | $1,588 |
| CHANDLIER LITTER SPREADER | 2017-10-16 | $26,600 | $20,509 | 150DB | 7.000000000000 | $1,088 | $0 | $3,167 |
| PUMA185 (FROM MONROE TRACTOR) | 2017-09-14 | $2,186 | $1,713 | 150DB | 7.000000000000 | $68 | $0 | $208 |
| WAGON TARP (COL TRACTOR) | 2017-12-31 | $5,192 | $4,624 | 150DB | 3.000000000000 | $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 | $89,189 | 150DB | 7.000000000000 | $3,958 | $0 | $12,195 |
| SKID STEER& FORKS (SALEM FARM SU | 2018-12-15 | $47,835 | $35,045 | 150DB | 7.000000000000 | $2,741 | $0 | $6,834 |
| JOHN DEERE 4240 | 2018-07-01 | $25,000 | $18,316 | 150DB | 7.000000000000 | $1,432 | $0 | $3,571 |
| JOHN DEERE 325 | 2018-07-01 | $21,500 | $15,752 | 150DB | 7.000000000000 | $1,232 | $0 | $3,071 |
| JOHN DEERE 4030 | 2018-07-01 | $14,500 | $10,624 | 150DB | 7.000000000000 | $831 | $0 | $2,071 |
| JOHN DEERE 310C BACKHOE | 2018-07-01 | $20,000 | $14,652 | 150DB | 7.000000000000 | $1,146 | $0 | $2,857 |
| JOHN DEERE 4030 | 2018-07-01 | $13,500 | $9,891 | 150DB | 7.000000000000 | $773 | $0 | $1,929 |
| CASE 7210 (1995) | 2018-07-01 | $39,500 | $28,939 | 150DB | 7.000000000000 | $2,263 | $0 | $5,643 |
| CASE 6140 COMBINE (2015) | 2018-07-01 | $235,000 | $172,169 | 150DB | 7.000000000000 | $13,464 | $0 | $33,571 |
| CASE PICKUP HEAD | 2018-07-01 | $12,500 | $9,158 | 150DB | 7.000000000000 | $716 | $0 | $1,786 |
| INTERNATIONAL 4000 WINDROWER | 2018-07-01 | $14,500 | $10,624 | 150DB | 7.000000000000 | $831 | $0 | $2,071 |
| KUBOTA | 2018-07-01 | $12,500 | $9,158 | 150DB | 7.000000000000 | $716 | $0 | $1,786 |
| CASE BIG BALER | 2018-07-01 | $45,500 | $33,335 | 150DB | 7.000000000000 | $2,607 | $0 | $6,500 |
| JOHN DEERE 650 GRAIN CART | 2018-07-01 | $5,000 | $3,664 | 150DB | 7.000000000000 | $286 | $0 | $714 |
| KEYLINE PLOW | 2018-07-01 | $20,000 | $14,652 | 150DB | 7.000000000000 | $1,146 | $0 | $2,857 |
| JOHN DEERE 400 ROTARY HOE | 2018-07-01 | $5,000 | $3,664 | 150DB | 7.000000000000 | $286 | $0 | $714 |
| JOHN DEERE 1590 DRILL | 2018-07-01 | $29,500 | $21,613 | 150DB | 7.000000000000 | $1,690 | $0 | $4,214 |
| KUHN GF8702T TEDDER | 2018-07-01 | $14,500 | $10,624 | 150DB | 7.000000000000 | $831 | $0 | $2,071 |
| CASE 8530 SMALL BALER | 2018-07-01 | $9,000 | $6,593 | 150DB | 7.000000000000 | $516 | $0 | $1,286 |
| TRIOLIET MIXER WAGON | 2018-07-01 | $17,500 | $12,821 | 150DB | 7.000000000000 | $1,003 | $0 | $2,500 |
| KRONE TEDDER | 2018-07-01 | $12,500 | $9,158 | 150DB | 7.000000000000 | $716 | $0 | $1,786 |
| NEW HOLLAND 216 HAY RAKE | 2018-07-01 | $10,000 | $7,326 | 150DB | 7.000000000000 | $573 | $0 | $1,429 |
| JOHN DEERE MOCO 530 | 2018-07-01 | $7,250 | $5,312 | 150DB | 7.000000000000 | $415 | $0 | $1,036 |
| WOODSBATWING | 2018-07-01 | $7,500 | $5,495 | 150DB | 7.000000000000 | $430 | $0 | $1,071 |
| CHANDLERSPREADER | 2018-07-01 | $22,500 | $16,485 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| BRUSHHOG3715MOWER | 2018-07-01 | $8,500 | $6,228 | 150DB | 7.000000000000 | $487 | $0 | $1,214 |
| SEISMIC ROLLER | 2018-07-01 | $5,000 | $3,664 | 150DB | 7.000000000000 | $286 | $0 | $714 |
| NEW HOLLAND 326 BALER | 2018-07-01 | $6,500 | $4,762 | 150DB | 7.000000000000 | $372 | $0 | $929 |
| BIG BOX BLADE FOR TRACTOR (PULL) | 2018-07-01 | $4,500 | $3,297 | 150DB | 7.000000000000 | $258 | $0 | $643 |
| 2016 CASE AGRIC 700 PRO MONITOR | 2019-04-10 | $12,000 | $7,917 | 150DB | 7.000000000000 | $875 | $0 | $1,714 |
| HP 425 SPREADER | 2019-10-24 | $23,000 | $15,174 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| BALE WRAPPER MCHALE 991 LBER | 2019-03-27 | $28,850 | $19,033 | 150DB | 7.000000000000 | $2,104 | $0 | $4,121 |
| DURABILT PASTURE PUNCH AERATOR1O' | 2018-07-01 | $3,000 | $2,198 | 150DB | 7.000000000000 | $172 | $0 | $429 |
| SALSCO BALE HUGGER | 2018-07-01 | $1,000 | $732 | 150DB | 7.000000000000 | $57 | $0 | $143 |
| 12 TON BULK BIN | 2018-07-01 | $3,500 | $2,564 | 150DB | 7.000000000000 | $201 | $0 | $500 |
| CHEVROLET 3500 | 2018-07-01 | $29,880 | $21,891 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| KAWASAKI KAF950AT | 2018-07-01 | $2,750 | $2,015 | 150DB | 7.000000000000 | $158 | $0 | $393 |
| JOHN DEERE 445 | 2018-07-01 | $3,500 | $2,564 | 150DB | 7.000000000000 | $201 | $0 | $500 |
| GOLF CART | 2018-07-01 | $1,800 | $1,319 | 150DB | 7.000000000000 | $103 | $0 | $257 |
| CLUM EXMARK | 2018-07-01 | $3,500 | $2,564 | 150DB | 7.000000000000 | $201 | $0 | $500 |
| POLARIS RANGER | 2018-07-01 | $7,500 | $5,495 | 150DB | 7.000000000000 | $430 | $0 | $1,071 |
| HERMITAGE EXMARK | 2018-07-01 | $3,750 | $2,747 | 150DB | 7.000000000000 | $215 | $0 | $536 |
| NURSE TANK | 2018-07-01 | $1,000 | $732 | 150DB | 7.000000000000 | $57 | $0 | $143 |
| ECOLINE (2002) | 2018-07-01 | $6,500 | $4,762 | 150DB | 7.000000000000 | $372 | $0 | $929 |
| BUTLER (1983) | 2018-01-07 | $3,500 | $2,564 | 150DB | 7.000000000000 | $201 | $0 | $500 |
| BIG TEX (2002) | 2018-07-01 | $5,800 | $4,249 | 150DB | 7.000000000000 | $332 | $0 | $829 |
| EBY CATTLE (2011) | 2018-07-01 | $18,000 | $13,188 | 150DB | 7.000000000000 | $1,031 | $0 | $2,571 |
| WORKSTAR FLATBED (2012) | 2018-07-01 | $60,000 | $43,958 | 150DB | 7.000000000000 | $3,438 | $0 | $8,571 |
| GMC 2500 (2007) | 2018-07-01 | $6,000 | $4,396 | 150DB | 7.000000000000 | $344 | $0 | $857 |
| GMC 3500 (2011) | 2018-07-01 | $19,500 | $14,286 | 150DB | 7.000000000000 | $1,117 | $0 | $2,786 |
| STERLING (2006) | 2018-07-01 | $115,000 | $84,253 | 150DB | 7.000000000000 | $6,589 | $0 | $16,429 |
| INTERNATIONAL (1998) | 2018-07-01 | $12,500 | $9,158 | 150DB | 7.000000000000 | $716 | $0 | $1,786 |
| INTERNATIONAL WORKSTAR (2011) | 2018-07-01 | $85,000 | $62,274 | 150DB | 7.000000000000 | $4,870 | $0 | $12,143 |
| FORD F550 (2012) | 2018-07-01 | $25,000 | $18,316 | 150DB | 7.000000000000 | $1,432 | $0 | $3,571 |
| NEW IDEA KILLSBROS 350 WAGON | 2018-07-01 | $3,000 | $2,198 | 150DB | 7.000000000000 | $172 | $0 | $429 |
| KATOLIGHT PTO GENERATOR | 2018-07-01 | $3,750 | $2,747 | 150DB | 7.000000000000 | $215 | $0 | $536 |
| JOHN DEERE52 BROOM | 2018-07-01 | $1,850 | $1,356 | 150DB | 7.000000000000 | $106 | $0 | $264 |
| KILLBROS 387 WAGON F | 2018-07-01 | $8,500 | $6,228 | 150DB | 7.000000000000 | $487 | $0 | $1,214 |
| BIG WESTFIELD AUGER | 2018-07-01 | $7,250 | $5,312 | 150DB | 7.000000000000 | $415 | $0 | $1,036 |
| WESTFIELD AUGER | 2018-07-01 | $1,800 | $1,319 | 150DB | 7.000000000000 | $103 | $0 | $257 |
| KILLBROS 390 SEED WAGON | 2018-07-01 | $1,000 | $732 | 150DB | 7.000000000000 | $57 | $0 | $143 |
| YARGUS BELT ELEVATOR | 2018-07-01 | $12,000 | $8,792 | 150DB | 7.000000000000 | $687 | $0 | $1,714 |
| KONGSKILDE CLEANER | 2018-07-01 | $15,000 | $10,990 | 150DB | 7.000000000000 | $859 | $0 | $2,143 |
| GEHL 125 MIXER | 2018-07-01 | $12,500 | $9,158 | 150DB | 7.000000000000 | $716 | $0 | $1,786 |
| LITTLE GIANT NEW HORST RUNNING GE; | 2018-07-01 | $3,250 | $2,382 | 150DB | 7.000000000000 | $186 | $0 | $464 |
| KILLBROS 350 WAGON | 2018-07-01 | $1,800 | $1,319 | 150DB | 7.000000000000 | $103 | $0 | $257 |
| KILLBROS 387 WAGON A | 2018-07-01 | $2,500 | $1,831 | 150DB | 7.000000000000 | $143 | $0 | $357 |
| BIG WESTFIELD AUGER | 2018-07-01 | $7,250 | $5,312 | 150DB | 7.000000000000 | $415 | $0 | $1,036 |
| HORST HEADER CART | 2018-07-01 | $6,500 | $4,762 | 150DB | 7.000000000000 | $372 | $0 | $929 |
| WIFO BALE GRABBERS | 2018-07-01 | $2,500 | $1,831 | 150DB | 7.000000000000 | $143 | $0 | $357 |
| CLUM BALE SPEARS | 2018-07-01 | $1,200 | $879 | 150DB | 7.000000000000 | $69 | $0 | $171 |
| CLUM BUCKET | 2018-07-01 | $850 | $623 | 150DB | 7.000000000000 | $49 | $0 | $121 |
| CLUM BACK SPEARS | 2018-07-01 | $550 | $403 | 150DB | 7.000000000000 | $32 | $0 | $79 |
| CLUM PALLET FORKS | 2018-07-01 | $650 | $476 | 150DB | 7.000000000000 | $37 | $0 | $93 |
| YORK BALE | 2018-07-01 | $500 | $366 | 150DB | 7.000000000000 | $29 | $0 | $71 |
| WOODS BOX SCRAPER | 2018-07-01 | $1,300 | $953 | 150DB | 7.000000000000 | $74 | $0 | $186 |
| ORANGE POST POUNDER | 2018-07-01 | $4,500 | $3,297 | 150DB | 7.000000000000 | $258 | $0 | $643 |
| 7810 FORKS | 2018-07-01 | $1,300 | $953 | 150DB | 7.000000000000 | $74 | $0 | $186 |
| HOME FARM BIG BUCKET | 2018-07-01 | $850 | $623 | 150DB | 7.000000000000 | $49 | $0 | $121 |
| HOME FARM BALE SPEARS | 2018-07-01 | $1,000 | $733 | 150DB | 7.000000000000 | $57 | $0 | $143 |
| HOME FARM SMALL BUCKET | 2018-07-01 | $750 | $550 | 150DB | 7.000000000000 | $43 | $0 | $107 |
| 325 FORKS | 2018-07-01 | $500 | $366 | 150DB | 7.000000000000 | $29 | $0 | $71 |
| 260 FORKS | 2018-07-01 | $450 | $330 | 150DB | 7.000000000000 | $26 | $0 | $64 |
| NEW FISHER SNOW PLOW | 2018-07-01 | $6,000 | $4,396 | 150DB | 7.000000000000 | $344 | $0 | $857 |
| OLD FISHER SNOW PLOW | 2018-07-01 | $3,500 | $2,564 | 150DB | 7.000000000000 | $201 | $0 | $500 |
| 10 HAY WAGONS | 2018-07-01 | $38,000 | $27,840 | 150DB | 7.000000000000 | $2,177 | $0 | $5,429 |
| LOG SPLITTER | 2018-07-01 | $900 | $660 | 150DB | 7.000000000000 | $51 | $0 | $129 |
| PORTABLE AUGER | 2018-09-18 | $3,900 | $2,857 | 150DB | 7.000000000000 | $224 | $0 | $557 |
| 1000GAL SINGLE WALL FUEL TANK | 2019-06-28 | $2,350 | $1,871 | 150DB | 5.000000000000 | $72 | $0 | $235 |
| 500GAL SINGLE WALL FUEL TANK | 2019-06-28 | $1,460 | $1,162 | 150DB | 5.000000000000 | $45 | $0 | $146 |
| GRAIN VACUUM - FEED OPERATION | 2020-03-09 | $22,100 | $16,415 | 150DB | 5.000000000000 | $1,706 | $0 | $4,420 |
| CASE PUMA TRACTOR MODEL 165 | 2020-02-13 | $164,500 | $100,382 | 150DB | 7.000000000000 | $13,740 | $0 | $23,500 |
| HAY BARN | 2020-03-12 | $15,227 | $2,917 | SL | 20.000000000000 | $761 | $0 | $761 |
| EXTRUDER ROOM | 2020-10-27 | $16,116 | $2,552 | SL | 20.000000000000 | $806 | $0 | $806 |
| STONE HOUSE FARM RESIDENCE | 2020-11-01 | $6,440 | $1,020 | SL | 20.000000000000 | $322 | $0 | $322 |
| STONE HOUSE OFFICE & WORKSHOP | 2020-10-27 | $1,658 | $263 | SL | 20.000000000000 | $83 | $0 | $83 |
| M&E SUNFLOWER EXTRUSION FUNNELS & PARTS | 2020-04-22 | $4,798 | $2,512 | SL | 7.000000000000 | $685 | $0 | $685 |
| FUEL TANKS HOME FARM | 2020-12-29 | $2,920 | $1,251 | SL | 7.000000000000 | $417 | $0 | $417 |
| CHEVY S-10 2003 VIN 1GCCS14X138260160 | 2021-03-18 | $4,525 | $1,777 | SL | 7.000000000000 | $646 | $0 | $646 |
| JD 946 MOWER CENTER PIVOT ROTARY | 2021-04-28 | $23,000 | $8,762 | SL | 7.000000000000 | $3,286 | $0 | $3,286 |
| 2017 KUHN GA 7822 | 2021-04-30 | $18,500 | $7,048 | SL | 7.000000000000 | $2,643 | $0 | $2,643 |
| MITSUBISHI FORKLIFT FG30 SERIAL # 13C30232 USED | 2021-04-28 | $6,931 | $2,640 | SL | 7.000000000000 | $990 | $0 | $990 |
| JD 459 SILAGE ROUND BALER #1E0450MPALL461027 | 2021-05-24 | $61,387 | $22,656 | SL | 7.000000000000 | $8,770 | $0 | $8,770 |
| JOHN DEERE BALE HUGGER BG4000 | 2021-07-30 | $3,500 | $1,208 | SL | 7.000000000000 | $500 | $0 | $500 |
| NORTHSTAR ELECTRIC WET STEAM AND HOT WATER PRESSURE WASHER 2750 PSI, | 2021-10-14 | $3,340 | $1,073 | SL | 7.000000000000 | $477 | $0 | $477 |
| CASE IH CORN HEAD USED SERIAL # YDS039602 | 2021-11-17 | $28,000 | $8,333 | SL | 7.000000000000 | $4,000 | $0 | $4,000 |
| FEED WAREHOUSE- CONCRETE PAD | 2021-06-01 | $2,821 | $364 | SL | 20.000000000000 | $141 | $0 | $141 |
| BIN PROJECT- SAFETY UPGRADE | 2021-08-16 | $28,613 | $9,539 | SL | 7.000000000000 | $4,088 | $0 | $4,088 |
| NEW SECURITY SYSTEM | 2023-01-01 | $1,476 | $211 | SL | 7.000000000000 | $211 | $0 | $211 |
| JOHN DEERE PLANTER | 2021-11-09 | $38,775 | $12,001 | SL | 7.000000000000 | $5,539 | $0 | $5,539 |
| LAND IMPROVEMENTS | 2022-05-03 | $86,904 | $7,242 | SL | 20.000000000000 | $4,345 | $0 | $4,345 |
| SEPTIC TANK REPLACEMENT | 2022-11-10 | $33,477 | $1,953 | SL | 20.000000000000 | $1,674 | $0 | $1,674 |
| NEW ROOF | 2022-09-14 | $29,140 | $1,943 | SL | 20.000000000000 | $1,457 | $0 | $1,457 |
| BIN PROJECT COMPLETION | 2022-09-12 | $375,404 | $71,505 | SL | 7.000000000000 | $53,629 | $0 | $53,629 |
| 2020 HATZENBICHLER 30FT TINE WEEDER | 2022-01-06 | $20,138 | $5,754 | SL | 7.000000000000 | $2,877 | $0 | $2,877 |
| 2022 HATZENBICHLER INTEROW CULTIVATOR | 2022-01-06 | $39,957 | $11,416 | SL | 7.000000000000 | $5,708 | $0 | $5,708 |
| 2022 HATZENBICHLER XL DUAL CAMERA GUIDED HITCH | 2022-01-06 | $36,080 | $10,308 | SL | 7.000000000000 | $5,154 | $0 | $5,154 |
| ROLLER / CRIMPER | 2022-01-06 | $30,016 | $8,576 | SL | 7.000000000000 | $4,288 | $0 | $4,288 |
| UNDERFERTH 130 TILLAGE TOOL SERIALS # A48700123 | 2022-02-11 | $16,500 | $4,518 | SL | 7.000000000000 | $2,357 | $0 | $2,357 |
| ARTWAY MIX GRINDER 2022 | 2022-04-29 | $97,150 | $23,131 | SL | 7.000000000000 | $13,879 | $0 | $13,879 |
| NEW AC FOR MAIN OFFICE | 2022-05-09 | $4,321 | $1,029 | SL | 7.000000000000 | $617 | $0 | $617 |
| KVERNLAND PLOW | 2022-06-27 | $30,000 | $6,429 | SL | 7.000000000000 | $4,286 | $0 | $4,286 |
| FARM SIGN | 2022-08-30 | $4,359 | $831 | SL | 7.000000000000 | $623 | $0 | $623 |
| POTTINGER 6001T TERRADISC | 2022-09-19 | $74,000 | $13,214 | SL | 7.000000000000 | $10,571 | $0 | $10,571 |
| EQUIPMENT HITCH MTG PUMATRACTO | 2022-01-01 | $7,220 | $4,814 | SL | 3.000000000000 | $2,406 | $0 | $2,406 |
| HATZENBICHLER AIR SEEDER AND ATTACHMENT | 2023-01-01 | $17,630 | $2,519 | SL | 7.000000000000 | $2,519 | $0 | $2,519 |
| CASE IH 280 TRACTOR 140 HP PLUS (2018) | 2023-02-01 | $162,527 | $21,283 | SL | 7.000000000000 | $23,218 | $0 | $23,218 |
| JOHN DEERE 8R 310 TRACTOR (2023) | 2023-02-01 | $171,051 | $22,400 | SL | 7.000000000000 | $24,436 | $0 | $24,436 |
| FORD LIGHTNING TRUCK (2022) | 2023-02-01 | $80,000 | $10,476 | SL | 7.000000000000 | $11,429 | $0 | $11,429 |
| JOHN DEERE 455 FOLDING DRILL | 2023-03-01 | $33,433 | $3,980 | SL | 7.000000000000 | $4,776 | $0 | $4,776 |
| TOYOTA 8FGU25 FORK LIFT | 2023-06-01 | $39,500 | $3,292 | SL | 7.000000000000 | $5,643 | $0 | $5,643 |
| HAYLINER - 2022 | 2023-05-01 | $9,500 | $905 | SL | 7.000000000000 | $1,357 | $0 | $1,357 |
| MACDON DRAPER PLATFORM | 2023-06-01 | $89,000 | $7,417 | SL | 7.000000000000 | $12,714 | $0 | $12,714 |
| JOHN DEERE STARFIRE RECEIVER | 2023-07-01 | $3,500 | $250 | SL | 7.000000000000 | $500 | $0 | $500 |
| JOHN DEERE 4710 SPRAYER | 2023-10-01 | $61,500 | $2,196 | SL | 7.000000000000 | $8,786 | $0 | $8,786 |
| JOHN DEERE 6R 215 TRACTOR W/LOADER | 2023-09-01 | $192,063 | $9,146 | SL | 7.000000000000 | $27,438 | $0 | $27,438 |
| CLIPPER 68D SEED CLEANER | 2023-12-01 | $27,950 | $333 | SL | 7.000000000000 | $3,993 | $0 | $3,993 |
| BAGGING SYSTEM | 2023-03-31 | $33,108 | $3,547 | SL | 7.000000000000 | $4,730 | $0 | $4,730 |
| BIN PROJ- POWER TO FEED BIN | 2023-07-31 | $16,325 | $972 | SL | 7.000000000000 | $2,332 | $0 | $2,332 |
| CATTLE FENCE | 2023-09-30 | $19,958 | $249 | SL | 20.000000000000 | $998 | $0 | $998 |
| FEED BLDG- OVERHEAD DOOR | 2023-08-31 | $22,566 | $1,075 | SL | 7.000000000000 | $3,224 | $0 | $3,224 |
| GRAINGER GRAIN DRYER | 2023-10-31 | $126,441 | $3,011 | SL | 7.000000000000 | $18,063 | $0 | $18,063 |
| FARM RESIDENCE- KITCHEN CABINETS | 2023-07-31 | $22,442 | $1,336 | SL | 7.000000000000 | $3,206 | $0 | $3,206 |
| SOLAR PANELS | 2023-10-31 | $75,212 | $1,791 | SL | 7.000000000000 | $10,745 | $0 | $10,745 |
| FARM RESIDENCE- REFURBISH PROJ | 2023-11-30 | $25,160 | $105 | SL | 20.000000000000 | $1,258 | $0 | $1,258 |
| CHEVROLET SILVERADO 2500 (2020) - USED | 2024-01-04 | $27,169 | SL | 7.000000000000 | $3,881 | $0 | $3,881 | |
| RAW HIDE PORTABLE CORRAL | 2024-02-16 | $22,000 | SL | 7.000000000000 | $2,619 | $0 | $2,619 | |
| LANCO LS3150HD SPREADER | 2024-02-19 | $91,041 | SL | 7.000000000000 | $10,838 | $0 | $10,838 | |
| PATRIOT SEED TENDER | 2024-02-19 | $13,500 | SL | 7.000000000000 | $1,607 | $0 | $1,607 | |
| INTERNATIONAL 720 MOLDBOARD PLOW - USED | 2024-02-16 | $4,000 | SL | 7.000000000000 | $476 | $0 | $476 | |
| WULFTEC TURNTABLE STRETCH WRAPPER | 2024-10-31 | $9,786 | SL | 7.000000000000 | $233 | $0 | $233 | |
| CASE IH 7250 COMBINE | 2024-12-19 | $439,429 | SL | 7.000000000000 | $0 | $0 | $0 | |
| MCCAIN BAGGING MACHINE | 2024-06-30 | $8,350 | SL | 7.000000000000 | $596 | $0 | $596 | |
| GRAINGER GRAIN DRYER | 2024-06-30 | $4,514 | SL | 7.000000000000 | $322 | $0 | $322 | |
| OVERHEAD DOORS | 2024-06-30 | $5,407 | SL | 7.000000000000 | $386 | $0 | $386 | |
| SOLAR PANELS | 2024-06-30 | $194,250 | SL | 7.000000000000 | $13,875 | $0 | $13,875 | |
| MCCAIN HOPPER | 2024-06-30 | $15,969 | SL | 7.000000000000 | $1,141 | $0 | $1,141 | |
| REFURBISH PROJECT | 2024-06-30 | $5,547 | SL | 7.000000000000 | $396 | $0 | $396 | |
| FARM DRAINAGE- DRAINAGE SYSTEM | 2024-06-30 | $79,034 | SL | 15.000000000000 | $2,634 | $0 | $2,634 | |
| FARM HOUSE REFURBISH PROJECT | 2024-06-30 | $197,914 | SL | 7.000000000000 | $14,137 | $0 | $14,137 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $79,460 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $79,460 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN ROCKEFELLER BALANCED FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,318,825 | BookValueAmt |
| EOYFMV | $1,318,825 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (186 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| PMR HAY BARN | $21,155 | $5,731 | $15,424 | $15,424 |
| PMR MARTY'S BARN | $11,888 | $3,218 | $8,670 | $8,670 |
| PMR BIN PROJECT | $27,299 | $21,125 | $6,174 | $6,174 |
| EXTRUDER ROOM | $14,409 | $3,900 | $10,509 | $10,509 |
| GENERAL BARN IMPROVEMENTS | $66,098 | $17,902 | $48,196 | $48,196 |
| BUILDINGS-151.-1-40.100 (3161 ST | $4,500,000 | $1,917,061 | $2,582,939 | $2,582,939 |
| BUILDINGS- 159.-1-3 (OFF WIRE RD) | $4,050,000 | $1,725,357 | $2,324,643 | $2,324,643 |
| HOUSE- 151.-1-40.200 (LOTTALANE) | $58,500 | $17,650 | $40,850 | $40,850 |
| BUILDINGS- 160.-1-49.111 (2635ST1 | $1,350,000 | $575,118 | $774,882 | $774,882 |
| FEED BLDG LIGHTING | $15,875 | $11,072 | $4,803 | $4,803 |
| CHANDLIER LITTER SPREADER | $26,600 | $21,597 | $5,003 | $5,003 |
| PUMA185 (FROM MONROE TRACTOR) | $2,186 | $1,781 | $405 | $405 |
| 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 | $93,147 | $20,669 | $20,669 |
| SKID STEER& FORKS (SALEM FARM SU | $47,835 | $37,786 | $10,049 | $10,049 |
| JOHN DEERE 4240 | $25,000 | $19,748 | $5,252 | $5,252 |
| JOHN DEERE 325 | $21,500 | $16,984 | $4,516 | $4,516 |
| JOHN DEERE 4030 | $14,500 | $11,455 | $3,045 | $3,045 |
| JOHN DEERE 310C BACKHOE | $20,000 | $15,798 | $4,202 | $4,202 |
| JOHN DEERE 4030 | $13,500 | $10,664 | $2,836 | $2,836 |
| CASE 7210 (1995) | $39,500 | $31,202 | $8,298 | $8,298 |
| CASE PICKUP HEAD | $12,500 | $9,874 | $2,626 | $2,626 |
| INTERNATIONAL 4000 WINDROWER | $14,500 | $11,455 | $3,045 | $3,045 |
| KUBOTA | $12,500 | $9,874 | $2,626 | $2,626 |
| CASE BIG BALER | $45,500 | $35,942 | $9,558 | $9,558 |
| JOHN DEERE 650 GRAIN CART | $5,000 | $3,950 | $1,050 | $1,050 |
| KEYLINE PLOW | $20,000 | $15,798 | $4,202 | $4,202 |
| JOHN DEERE 400 ROTARY HOE | $5,000 | $3,950 | $1,050 | $1,050 |
| JOHN DEERE 1590 DRILL | $29,500 | $23,303 | $6,197 | $6,197 |
| KUHN GF8702T TEDDER | $14,500 | $11,455 | $3,045 | $3,045 |
| CASE 8530 SMALL BALER | $9,000 | $7,109 | $1,891 | $1,891 |
| TRIOLIET MIXER WAGON | $17,500 | $13,824 | $3,676 | $3,676 |
| KRONE TEDDER | $12,500 | $9,874 | $2,626 | $2,626 |
| NEW HOLLAND 216 HAY RAKE | $10,000 | $7,899 | $2,101 | $2,101 |
| JOHN DEERE MOCO 530 | $7,250 | $5,727 | $1,523 | $1,523 |
| WOODSBATWING | $7,500 | $5,925 | $1,575 | $1,575 |
| BRUSHHOG3715MOWER | $8,500 | $6,715 | $1,785 | $1,785 |
| SEISMIC ROLLER | $5,000 | $3,950 | $1,050 | $1,050 |
| NEW HOLLAND 326 BALER | $6,500 | $5,134 | $1,366 | $1,366 |
| BIG BOX BLADE FOR TRACTOR (PULL) | $4,500 | $3,555 | $945 | $945 |
| 2016 CASE AGRIC 700 PRO MONITOR | $12,000 | $8,792 | $3,208 | $3,208 |
| BALE WRAPPER MCHALE 991 LBER | $28,850 | $21,137 | $7,713 | $7,713 |
| DURABILT PASTURE PUNCH AERATOR1O' | $3,000 | $2,370 | $630 | $630 |
| SALSCO BALE HUGGER | $1,000 | $789 | $211 | $211 |
| 12 TON BULK BIN | $3,500 | $2,765 | $735 | $735 |
| KAWASAKI KAF950AT | $2,750 | $2,173 | $577 | $577 |
| JOHN DEERE 445 | $3,500 | $2,765 | $735 | $735 |
| GOLF CART | $1,800 | $1,422 | $378 | $378 |
| CLUM EXMARK | $3,500 | $2,765 | $735 | $735 |
| POLARIS RANGER | $7,500 | $5,925 | $1,575 | $1,575 |
| HERMITAGE EXMARK | $3,750 | $2,962 | $788 | $788 |
| NURSE TANK | $1,000 | $789 | $211 | $211 |
| ECOLINE (2002) | $6,500 | $5,134 | $1,366 | $1,366 |
| BUTLER (1983) | $3,500 | $2,765 | $735 | $735 |
| BIG TEX (2002) | $5,800 | $4,581 | $1,219 | $1,219 |
| EBY CATTLE (2011) | $18,000 | $14,219 | $3,781 | $3,781 |
| WORKSTAR FLATBED (2012) | $60,000 | $47,396 | $12,604 | $12,604 |
| GMC 2500 (2007) | $6,000 | $4,740 | $1,260 | $1,260 |
| GMC 3500 (2011) | $19,500 | $15,403 | $4,097 | $4,097 |
| STERLING (2006) | $115,000 | $90,842 | $24,158 | $24,158 |
| INTERNATIONAL (1998) | $12,500 | $9,874 | $2,626 | $2,626 |
| INTERNATIONAL WORKSTAR (2011) | $85,000 | $67,144 | $17,856 | $17,856 |
| FORD F550 (2012) | $25,000 | $19,748 | $5,252 | $5,252 |
| NEW IDEA KILLSBROS 350 WAGON | $3,000 | $2,370 | $630 | $630 |
| KATOLIGHT PTO GENERATOR | $3,750 | $2,962 | $788 | $788 |
| JOHN DEERE52 BROOM | $1,850 | $1,462 | $388 | $388 |
| KILLBROS 387 WAGON F | $8,500 | $6,715 | $1,785 | $1,785 |
| BIG WESTFIELD AUGER | $7,250 | $5,727 | $1,523 | $1,523 |
| WESTFIELD AUGER | $1,800 | $1,422 | $378 | $378 |
| KILLBROS 390 SEED WAGON | $1,000 | $789 | $211 | $211 |
| YARGUS BELT ELEVATOR | $12,000 | $9,479 | $2,521 | $2,521 |
| KONGSKILDE CLEANER | $15,000 | $11,849 | $3,151 | $3,151 |
| GEHL 125 MIXER | $12,500 | $9,874 | $2,626 | $2,626 |
| LITTLE GIANT NEW HORST RUNNING GE; | $3,250 | $2,568 | $682 | $682 |
| KILLBROS 350 WAGON | $1,800 | $1,422 | $378 | $378 |
| KILLBROS 387 WAGON A | $2,500 | $1,974 | $526 | $526 |
| BIG WESTFIELD AUGER | $7,250 | $5,727 | $1,523 | $1,523 |
| HORST HEADER CART | $6,500 | $5,134 | $1,366 | $1,366 |
| WIFO BALE GRABBERS | $2,500 | $1,974 | $526 | $526 |
| CLUM BALE SPEARS | $1,200 | $948 | $252 | $252 |
| CLUM BUCKET | $850 | $672 | $178 | $178 |
| CLUM BACK SPEARS | $550 | $435 | $115 | $115 |
| CLUM PALLET FORKS | $650 | $513 | $137 | $137 |
| YORK BALE | $500 | $395 | $105 | $105 |
| WOODS BOX SCRAPER | $1,300 | $1,027 | $273 | $273 |
| ORANGE POST POUNDER | $4,500 | $3,555 | $945 | $945 |
| 7810 FORKS | $1,300 | $1,027 | $273 | $273 |
| HOME FARM BIG BUCKET | $850 | $672 | $178 | $178 |
| HOME FARM BALE SPEARS | $1,000 | $790 | $210 | $210 |
| HOME FARM SMALL BUCKET | $750 | $593 | $157 | $157 |
| 325 FORKS | $500 | $395 | $105 | $105 |
| 260 FORKS | $450 | $356 | $94 | $94 |
| NEW FISHER SNOW PLOW | $6,000 | $4,740 | $1,260 | $1,260 |
| OLD FISHER SNOW PLOW | $3,500 | $2,765 | $735 | $735 |
| 10 HAY WAGONS | $38,000 | $30,017 | $7,983 | $7,983 |
| LOG SPLITTER | $900 | $711 | $189 | $189 |
| PORTABLE AUGER | $3,900 | $3,081 | $819 | $819 |
| 1000GAL SINGLE WALL FUEL TANK | $2,350 | $1,943 | $407 | $407 |
| 500GAL SINGLE WALL FUEL TANK | $1,460 | $1,207 | $253 | $253 |
| GRAIN VACUUM - FEED OPERATION | $22,100 | $18,121 | $3,979 | $3,979 |
| CASE PUMA TRACTOR MODEL 165 | $164,500 | $114,122 | $50,378 | $50,378 |
| HAY BARN | $15,227 | $3,678 | $11,549 | $11,549 |
| EXTRUDER ROOM | $16,116 | $3,358 | $12,758 | $12,758 |
| STONE HOUSE FARM RESIDENCE | $6,440 | $1,342 | $5,098 | $5,098 |
| STONE HOUSE OFFICE & WORKSHOP | $1,658 | $346 | $1,312 | $1,312 |
| M&E SUNFLOWER EXTRUSION FUNNELS & PARTS | $4,798 | $3,197 | $1,601 | $1,601 |
| FUEL TANKS HOME FARM | $2,920 | $1,668 | $1,252 | $1,252 |
| CHEVY S-10 2003 VIN 1GCCS14X138260160 | $4,525 | $2,423 | $2,102 | $2,102 |
| JD 946 MOWER CENTER PIVOT ROTARY | $23,000 | $12,048 | $10,952 | $10,952 |
| 2017 KUHN GA 7822 | $18,500 | $9,691 | $8,809 | $8,809 |
| MITSUBISHI FORKLIFT FG30 SERIAL # 13C30232 USED | $6,931 | $3,630 | $3,301 | $3,301 |
| JD 459 SILAGE ROUND BALER #1E0450MPALL461027 | $61,387 | $31,426 | $29,961 | $29,961 |
| JOHN DEERE BALE HUGGER BG4000 | $3,500 | $1,708 | $1,792 | $1,792 |
| NORTHSTAR ELECTRIC WET STEAM AND HOT WATER PRESSURE WASHER 2750 PSI, | $3,340 | $1,550 | $1,790 | $1,790 |
| CASE IH CORN HEAD USED SERIAL # YDS039602 | $28,000 | $12,333 | $15,667 | $15,667 |
| FEED WAREHOUSE- CONCRETE PAD | $2,821 | $505 | $2,316 | $2,316 |
| BIN PROJECT- SAFETY UPGRADE | $28,613 | $13,627 | $14,986 | $14,986 |
| NEW SECURITY SYSTEM | $1,476 | $422 | $1,054 | $1,054 |
| JOHN DEERE PLANTER | $38,775 | $17,540 | $21,235 | $21,235 |
| LAND IMPROVEMENTS | $86,904 | $11,587 | $75,317 | $75,317 |
| SEPTIC TANK REPLACEMENT | $33,477 | $3,627 | $29,850 | $29,850 |
| NEW ROOF | $29,140 | $3,400 | $25,740 | $25,740 |
| BIN PROJECT COMPLETION | $375,404 | $125,134 | $250,270 | $250,270 |
| 2020 HATZENBICHLER 30FT TINE WEEDER | $20,138 | $8,631 | $11,507 | $11,507 |
| 2022 HATZENBICHLER INTEROW CULTIVATOR | $39,957 | $17,124 | $22,833 | $22,833 |
| 2022 HATZENBICHLER XL DUAL CAMERA GUIDED HITCH | $36,080 | $15,462 | $20,618 | $20,618 |
| ROLLER / CRIMPER | $30,016 | $12,864 | $17,152 | $17,152 |
| UNDERFERTH 130 TILLAGE TOOL SERIALS # A48700123 | $16,500 | $6,875 | $9,625 | $9,625 |
| ARTWAY MIX GRINDER 2022 | $97,150 | $37,010 | $60,140 | $60,140 |
| NEW AC FOR MAIN OFFICE | $4,321 | $1,646 | $2,675 | $2,675 |
| KVERNLAND PLOW | $30,000 | $10,715 | $19,285 | $19,285 |
| FARM SIGN | $4,359 | $1,454 | $2,905 | $2,905 |
| POTTINGER 6001T TERRADISC | $74,000 | $23,785 | $50,215 | $50,215 |
| EQUIPMENT HITCH MTG PUMATRACTO | $7,220 | $7,220 | $0 | $0 |
| HATZENBICHLER AIR SEEDER AND ATTACHMENT | $17,630 | $5,038 | $12,592 | $12,592 |
| CASE IH 280 TRACTOR 140 HP PLUS (2018) | $162,527 | $44,501 | $118,026 | $118,026 |
| JOHN DEERE 8R 310 TRACTOR (2023) | $171,051 | $46,836 | $124,215 | $124,215 |
| FORD LIGHTNING TRUCK (2022) | $80,000 | $21,905 | $58,095 | $58,095 |
| JOHN DEERE 455 FOLDING DRILL | $33,433 | $8,756 | $24,677 | $24,677 |
| TOYOTA 8FGU25 FORK LIFT | $39,500 | $8,935 | $30,565 | $30,565 |
| HAYLINER - 2022 | $9,500 | $2,262 | $7,238 | $7,238 |
| MACDON DRAPER PLATFORM | $89,000 | $20,131 | $68,869 | $68,869 |
| JOHN DEERE STARFIRE RECEIVER | $3,500 | $750 | $2,750 | $2,750 |
| JOHN DEERE 4710 SPRAYER | $61,500 | $10,982 | $50,518 | $50,518 |
| JOHN DEERE 6R 215 TRACTOR W/LOADER | $192,063 | $36,584 | $155,479 | $155,479 |
| CLIPPER 68D SEED CLEANER | $27,950 | $4,326 | $23,624 | $23,624 |
| BAGGING SYSTEM | $33,108 | $8,277 | $24,831 | $24,831 |
| BIN PROJ- POWER TO FEED BIN | $16,325 | $3,304 | $13,021 | $13,021 |
| CATTLE FENCE | $19,958 | $1,247 | $18,711 | $18,711 |
| FEED BLDG- OVERHEAD DOOR | $22,566 | $4,299 | $18,267 | $18,267 |
| GRAINGER GRAIN DRYER | $126,441 | $21,074 | $105,367 | $105,367 |
| FARM RESIDENCE- KITCHEN CABINETS | $22,442 | $4,542 | $17,900 | $17,900 |
| SOLAR PANELS | $75,212 | $12,536 | $62,676 | $62,676 |
| FARM RESIDENCE- REFURBISH PROJ | $25,160 | $1,363 | $23,797 | $23,797 |
| CHEVROLET SILVERADO 2500 (2020) - USED | $27,169 | $3,881 | $23,288 | $23,288 |
| RAW HIDE PORTABLE CORRAL | $22,000 | $2,619 | $19,381 | $19,381 |
| LANCO LS3150HD SPREADER | $91,041 | $10,838 | $80,203 | $80,203 |
| PATRIOT SEED TENDER | $13,500 | $1,607 | $11,893 | $11,893 |
| INTERNATIONAL 720 MOLDBOARD PLOW - USED | $4,000 | $476 | $3,524 | $3,524 |
| WULFTEC TURNTABLE STRETCH WRAPPER | $9,786 | $233 | $9,553 | $9,553 |
| CASE IH 7250 COMBINE | $439,429 | $0 | $439,429 | $439,429 |
| MCCAIN BAGGING MACHINE | $8,350 | $596 | $7,754 | $7,754 |
| GRAINGER GRAIN DRYER | $4,514 | $322 | $4,192 | $4,192 |
| OVERHEAD DOORS | $5,407 | $386 | $5,021 | $5,021 |
| SOLAR PANELS | $194,250 | $13,875 | $180,375 | $180,375 |
| MCCAIN HOPPER | $15,969 | $1,141 | $14,828 | $14,828 |
| REFURBISH PROJECT | $5,547 | $396 | $5,151 | $5,151 |
| FARM DRAINAGE- DRAINAGE SYSTEM | $79,034 | $2,634 | $76,400 | $76,400 |
| FARM HOUSE REFURBISH PROJECT | $197,914 | $14,137 | $183,777 | $183,777 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,205 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,205 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT ON FIXED ASSETS | $500 | $680 | $680 |
| PAYROLL TAX RECEIVABLE | $2,592 | $0 | $0 |
| SHOPIFY ACCOUNT | $0 | $14,026 | $14,026 |
| INVESTMENT IN ROCKEFELLER CAPITAL MANAGEMENT | $519,267 | $0 | $0 |
| INVESTMENT IN ROCKEFELLER BALANCED FUND LP | $1,496,595 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT/CHANGE IN VALUE | Desc |
| Amt | $7,593 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $10,120 | $0 | $0 | $10,120 |
| APPLICATION FEES | $2,052 | $0 | $0 | $2,052 |
| CERTIFICATION EXPENSE | $22,497 | $0 | $0 | $22,497 |
| COMPUTER AND INTERNET | $22,664 | $0 | $0 | $22,664 |
| FARM SUPPLIES | $1,088,571 | $0 | $0 | $1,088,571 |
| INSURANCE | $93,665 | $0 | $0 | $93,665 |
| LANDSCAPING | $33,003 | $0 | $0 | $33,003 |
| OFFICE EXPENSES | $30,941 | $0 | $0 | $30,941 |
| PAYROLL PROCESSING FEES | $4,931 | $0 | $0 | $4,931 |
| POSTAGE | $7,133 | $0 | $0 | $7,133 |
| REPAIR AND MAINTENANCE | $127,519 | $0 | $0 | $127,519 |
| SERVICE CHARGES | $16,042 | $0 | $0 | $16,042 |
| TELEPHONE | $3,522 | $0 | $0 | $3,522 |
| TRUCKING / HAULING | $78,917 | $0 | $0 | $78,917 |
| UTILITIES | $25,481 | $0 | $0 | $25,481 |
| VEHICLE REGISTRATION | $2,596 | $0 | $0 | $2,596 |
| DUES AND SUBSCRIPTIONS | $4,347 | $0 | $0 | $4,347 |
| OTHER LOSSES | $15,383 | $15,048 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FARMING NON-GMO PROJECT | $2,598,538 | $2,598,538 |
| INSURANCE PROCEEDS | $11,702 | $11,702 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD LOANS | $2,540 | $7,240 |
| OTHER LOANS | $134,060 | $474,256 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE DESIGN/MAINTENANCE | $7,402 | $0 | $0 | $7,402 |
| OTHER MISCELLANEOUS CONSULTING FEES | $7,201 | $0 | $0 | $7,201 |
| SELLER FEES | $33,300 | $0 | $0 | $33,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $99,736 | $0 | $0 | $99,736 |
| FEDERAL EXCISE TAX | $19,391 | $0 | $0 | $0 |
| STATE TAX | $750 | $0 | $0 | $750 |
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