2023-11-15T07:46:20-06:00 2022-12-31 061667465 PRAGER METIS CPAS LLC 510 HAIGHT AVENUE POUGHKEEPSIE NY 12603 990PF 2022-01-01 131972195 INNISFREE FOUNDATION INC INNI 8456778000 PO BOX 970 MILLBROOK NY 12545 JAMES CORNELL TREASURER 8456776800 2023-11-13 1 JAMES CORNELL 999009999 0 JOHN J CINA P00044240 8454737774 2023-11-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 4540570 X 537127 72460 72460 72460 23683 159445 23683 10732 3285 4169 -884 -884 449657 0 449657 1082043 96143 531965 0 0 0 0 428950 0 0 428950 9015 0 0 9015 992 0 0 992 48133 0 0 48133 33346 0 0 33346 43176 1144 0 42123 19554 0 0 20565 0 0 20565 3964 0 0 3964 233230 23603 0 209527 840925 24747 0 796615 0 0 840925 24747 0 796615 241118 71396 531965 174033 308126 308126 94376 70470 70470 30000 456 40000 29544 8654 1079233 1042786 1042786 1653343 1373588 1373588 455468 165891 261773 289577 1745600 655 4671 0 3303413 3127416 4540570 1271 15450 26014 49313 26014 66034 X 3277399 3061382 3277399 3061382 3303413 3127416 3277399 241118 0 3518517 457135 3061382 85 SHS ORGANON & CO 2022-01-03 2600 2534 66 66 95 SHS ABBVIE 2022-04-06 15449 11129 4320 4320 60 SHS AMGEN 2022-04-06 14675 15234 -559 -559 85 SHS CHEVRON 2022-04-06 13871 9095 4776 4776 14 SHS MICROSOFT 2022-04-06 4384 3422 962 962 149 SHS SCHWAB US DIV EQUITY ETF 2022-04-06 11774 11476 298 298 158 SHS VANGUARD WHITEHALL FDS HIGH DIV YLD ETF 2022-04-06 17728 16862 866 866 58 SHS MERCK & CO 2022-08-15 5174 5171 3 3 90 SHS VANGUARD INTERMEDIATE-TERM BOND INDEX FD ETF 2022-08-23 7034 8030 -996 -996 32 SHS CHEVRON 2022-11-23 5780 3424 2356 2356 62 SHS JPMORGAN CHASE 2022-11-23 8241 10063 -1822 -1822 118 SHS MERCK & CO 2022-11-23 12483 4099 8384 8384 52 SHS PEPSICO 2022-11-23 9597 7642 1955 1955 217 SHS SCHWAB US DIV EQUITY ETF 2022-11-23 16741 16696 45 45 102 SHS VANGUARD HIGH DIVIDEND YIELD ETF 2022-11-23 11281 10885 396 396 SALE OF CONTAINER P 2022-12-31 2500 3090 3090 2500 2500 CAPITAL GAINS DIVIDENDS P 133 133 133 23683 10732 992 0 992 0 992 9680 0 0 0 9680 18 8670 8670 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 1 0 0 0 1 WWW.INNISFREEGARDEN.ORG LAURA PALMER 8456778000 PO BOX 970 MILLBROOK NY 12545 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELLEN PETERSON 378 CONKLIN HILL ROAD STANFORDVILLE NY 12581 DIRECTOR 1.00 0 0 0 BRAD ROELLER 3232 SHARON TURNPIKE MILLBROOK NY 12545 DIRECTOR 5.00 0 0 0 JAMES C CORNELL 604 STANFORD ROAD MILLBROOK NY 12545 TREASURER 2.00 0 0 0 LYNDEN MILLER 132 CALKINSTOWN ROAD SHARON CT 06069 DIRECTOR 1.00 0 0 0 JEAN PHIFER C/O INNISFREE PO BOX 970 MILLBROOK NY 12545 PRESIDENT 20.00 0 0 0 HELEN WARWICK TYRREL ROAD MILLBROOK NY 12545 DIRECTOR 1.00 0 0 0 SARAH BUTTRICK 325 STANFORD RD MILLBROOK NY 125455225 VICE-PRESIDENT 2.00 0 0 0 JUDY CARSON 78 HAMMOND HILL RD DOVER PLAINS NY 12522 DIRECTOR 1.00 0 0 0 PAUL KINGSLEY 573 VERBANK ROAD MILLBROOK NY 12545 SECRETARY 5.00 0 0 0 DEBORAH KRULEWITCH 101 MACK ROAD LAGRANGEVILLE NY 12550 DIRECTOR 1.00 0 0 0 BETH LEDY 419 SHELLY HILL ROAD STANFORDVILLE NY 12581 DIRECTOR 1.00 0 0 0 MARK WINMILL 640 SMITHFIELD ROAD MILLBROOK NY 12546 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 INNISFREE GARDEN WAS OPENED TO THE PUBLIC IN 1960. TODAY, INNISFREE IS HELD IN TRUST BY ITS BOARD OF TRUSTEES, BOTH FOR THE PEOPLE OF NEW YORK AND FOR PEOPLE THROUGHOUT THE WORLD TO ENJOY AND STUDY GARDEN ART. 0 0 2574475 323503 0 2897978 0 0 2897978 43470 2854508 142725 X 796615 0 796615 1987-08-15 X 142725 137858 45972 49491 376046 121316 117179 39076 42067 319639 796615 487780 240857 148825 1674077 0 0 0 0 0 796615 487780 240857 148825 1674077 0 0 95150 91905 78872 47207 313134 0 0 0 0 JAMES C CORNELL JEAN PHIFER HELEN WARWICK SARAH BUTTRICK JUDY CARSON DEBORAH KRULEWITCH MARK WINMILL X 0 0 ADMISSIONS,TOURS, PHOTO SHOOT 224092 EDUCATIONAL PROGRAMS 31528 14 14 72460 18 23683 01 132907 -884 OTHER 4709 0 229050 259445 488495 1A FEES CHARGED FOR ENTRANCE TO THE GARDENS TO HELP OFFSET OPERATING COST 10 POSTCARDS, PLANTS, WATER AND OTHER MEMORABILIA SOLD AT THE GARDEN 9 BENEFIT HELD TO HELP OFFSET OPERATING COST 1B FEES CHARGED FOR EDUCATIONAL PROGRAMS TO HELP OFFSET OPERATING COST 0 0 0 0 0 0 0 0 0 0 X X 1 MR AND MRS E PETER KRULEWITCH 225 W 86TH STREET APT 104 NEW YORK NY 10024 20608 X 2 MR AND MRS JAMES CORNELL 604 STANFORD ROAD MILLBROOK NY 12545 15000 X 3 PETER AND HELEN WARWICK 99 JANE STREET 2D NEW YORK NY 10014 15000 X 4 MR AND MRS TOM PHIFER 146 MALLORY RD VERBANK NY 125855205 10188 X 5 LYNDEN B MILLER 132 CALKINSTOWN RD 616 SHARON CT 060692149 7847 X 6 MS ELLEN PETERSEN 378 CONKLIN HILL ROAD STANFORDVILLE NY 12581 10250 X 7 MR AND MRS RUSSELL CARSON PO BOX 1068 MILLBROOK NY 12545 110500 X 8 MR AND MRS PAUL KINGSLEY 141 W 87TH ST NEW YORK NY 100242903 10000 X 9 MS BETH LEDY AND MR LAWRENCE SHAPIR 419 SHELLY HILL RD STANFORDVILLE NY 12581 8500 X 10 MS SARAH BUTTRICK AND MR HUGO CASSI 325 STANFORD RD MILLBROOK NY 12545 75200 X 11 BERKSHIRE TACONIC COMMUNITY FOUNDAT 800 NORTH MAIN STREET SHEFFIELD MA 01257 10000 X 12 MARK WINMILL 640 SMITHFIELD RD MILLERTON NY 125464408 20000 X 13 MR AND MRS BRAD BURNHAM 40 5TH AVE NEW YORK NY 100118843 10000 X 14 THE MILLBROOK TRIBUTE GARDEN PO BOX AC MILLBROOK NY 125450130 10000 X 15 ARTS MID-HUDSON 696 DUTCHESS TPKE STE F POUGHKEEPSIE NY 126036445 9643 X 16 MR AND MRS JOHN DUNAGAN 1106 DUELL ROAD STANFORDVILLE NY 12581 5000 X 17 THE PHFFOUNDATION INC 40 W 57TH ST STE 2100 NEW YORK NY 100194001 5000 X 18 LITTLE REST FUND 800 NORTH MAIN STREET SHEFFIELD MA 01257 100000 X ACCOUNTING FEES 48133 0 0 48133 STEEL SHIPPING CONTAINER - STORAGE 2012-09-28 3735 3455 SL 10.000000000000 280 0 0 SHED ROOF IMPROVEMENTS 2012-11-02 5600 1317 SL 39.000000000000 144 0 0 TX 4X2 GATOR W/LIFT 2005-04-27 6687 6687 SL 5.000000000000 0 0 0 2004 DODGE RAM 2500 2013-12-12 10000 10000 SL 5.000000000000 0 0 0 EXCAVATION FOR WEDDING SITE 2014-07-16 5640 1499 150DB 15.000000000000 167 0 0 SEPTIC 2014-12-03 3500 930 150DB 15.000000000000 104 0 0 MOWER 2008-04-24 5595 5595 SL 5.000000000000 0 0 0 CART FOR GAS GATOR 2002-07-31 690 690 SL 5.000000000000 0 0 0 MOWER 2003-04-17 1950 1950 SL 5.000000000000 0 0 0 CART FOR GAS GATOR 2002-05-07 690 690 SL 5.000000000000 0 0 0 SHIPPING CONTAINER 2014-12-01 3550 2515 SL 10.000000000000 355 0 0 SHIPPING CONTAINER 2014-11-03 3550 2544 SL 10.000000000000 355 0 0 LAND IMPROVEMENTS 2000-04-30 6774 6774 150DB 15.000000000000 0 0 0 CHEVY TRUCK-06 2009-03-21 13649 6824 200DB 5.000000000000 0 0 0 SHIPPING CONTAINER 2014-10-02 3550 2574 SL 10.000000000000 355 0 0 SHIPPING CONTAINER 2015-05-20 3090 3090 SL 5.000000000000 0 0 0 FILTRATION UNIT & PUMP 2003-06-15 3719 3719 SL 5.000000000000 0 0 0 PUMP AND FOUNTAIN LINE AT COTTAGE 2003-09-15 4018 4018 SL 5.000000000000 0 0 0 NEW PUMP & ELECTRIC HOOK UP 2003-07-15 1072 1072 SL 5.000000000000 0 0 0 GOLF CART 2004-04-16 2369 2369 200DB 5.000000000000 0 0 0 REFRIGERATOR - 29 CU. FT. 2010-05-25 2649 1324 200DB 7.000000000000 0 0 0 SHIPPING CONTAINER 2015-07-08 2990 2990 SL 5.000000000000 0 0 0 SHIPPING CONTAINER 2016-06-01 2880 2880 200DB 5.000000000000 0 0 0 SHIPPING CONTAINER 2016-06-01 2880 2880 200DB 5.000000000000 0 0 0 SHIPPING CONTAINER 2016-07-28 2880 2880 200DB 5.000000000000 0 0 0 GAS GATOR 2001-04-04 5780 5780 SL 5.000000000000 0 0 0 TRENCHING NEW WATER LINES 2003-06-30 1201 1201 SL 15.000000000000 0 0 0 WINDOWS AND SIDING 2008-09-12 3900 1329 SL 39.000000000000 100 0 0 SHIPPING CONTAINER 2017-05-05 3500 3500 200DB 5.000000000000 0 0 0 SHIPPING CONTAINER 2017-05-16 3500 3500 200DB 5.000000000000 0 0 0 COTTAGE UPGRADE & RENOVATION 2018-05-17 12226 1135 SL 39.000000000000 313 0 0 DECK REBUILD 2018-05-23 6870 638 SL 39.000000000000 176 0 0 COTTAGE IMPROVEMENTS 2018-07-19 17682 1567 SL 39.000000000000 453 0 0 GAS TANKS 2018-07-13 3737 3067 200DB 5.000000000000 412 0 0 UTILITY VEHICLE- HUDSON VALLEY TRACTOR 2019-04-29 11700 7610 200DB 5.000000000000 1636 0 0 KAWI 48' MOWER 2019-05-29 7590 5600 200DB 5.000000000000 796 0 0 LAND 1975-01-01 25001 L 0 0 0 GAS GATOR 2002-06-30 6230 6230 SL 5.000000000000 0 0 0 NEW ROOF 2001-02-27 6600 3532 SL 39.000000000000 169 0 0 CARPORT ADDITION 2000-10-24 3000 1632 SL 39.000000000000 77 0 0 CORNER STONE RETAINING WALL 2020-11-17 46955 5224 150DB 15.000000000000 4173 0 0 GATE RESTORATION 2021-10-04 32323 539 SL 15.000000000000 2155 0 0 BRIDGE RESTORATION 2021-10-04 25600 427 SL 15.000000000000 1707 0 0 STONEWORK RESTORATIONS 2021-08-06 33475 930 SL 15.000000000000 2232 0 0 MEADOW STREAM RESTORATION 2021-12-31 36416 SL 15.000000000000 2428 0 0 LAKE RESTORATION 2021-12-31 11080 SL 15.000000000000 739 0 0 STONEWORK RESTORATIONS 2022-02-07 1455 SL 15.000000000000 89 0 0 LAKE RESTORATION 2022-03-04 2500 SL 15.000000000000 139 0 0 DRIVEWAY IMPROVEMENT-LABELLA 2022-12-31 46532 NC 0.000000000000 0 0 0 ELECTION OUT OF THE SPECIAL DEPRECIATION ALLOWANCE (BONUS DEPRECIATION) FORM 990-PF ELECTION OUT OF THE SPECIAL DEPRECIATION ALLOWANCE (BONUS DEPRECIATION) UNDER IRC SECTION 168(K)(7)INNISFREE FOUNDATION INCPO BOX 970MILLBROOK, NY 12545TAX YEAR ENDING DECEMBER 31, 2020TAXPAYER ELECTS UNDER IRC SECTION 168(K)(7) TO NOT CLAIM THE ADDITIONAL 100 PERCENT FIRST-YEAR BONUS DEPRECIATION DEDUCTION FOR ALL CLASSES OF PROPERTY PLACED IN SERVICE DURING THE TAX YEAR ENDED DECEMBER 31, 2020. SECTION 1.263(A)-1(F) DE MINIMUM SAFE HARBOR ELECTION FORM 990-PF SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONINNISFREE FOUNDATION, INC.PO BOX 970MILLBROOK, NY 12545EIN: 13-1972195TAX YEAR: DECEMBER 31, 2020THE TAXPAYER IS HEREBY MAKING THE DE MINIMUS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). 80 SHS 3M 9594 9594 245 SHS ABBVIE 39594 39594 175 SHS ALLSTATE 23730 23730 134 SHS AMERIPRISE FINANCIAL 41724 41724 415 SHS BRITISH AMERICAN TOBACCO PLC 16592 16592 143 SHS CHEVRON 25667 25667 410 SHS CISCO SYS 19532 19532 221 SHS CROWN CASTLE INC 29976 29976 283 SHS DIGITAL REALTY TRUST 28376 28376 265 SHS DOMINION ENERGY 16250 16250 411 SHS DOW INC 20710 20710 155 SHS DUKE ENERGY 15963 15963 575 SHS ENBRIDGE 22483 22483 578 SHS FIFTH THIRD BANCORP 18964 18964 165 SHS HASBRO 10067 10067 117 SHS HONEYWELL INTERNATIONAL 25073 25073 1210 SHS HUNTINGTON BANCSHARES 17061 17061 425 SHS INTEL 11233 11233 130 SHS JOHNSON & JOHNSON 22965 22965 233 SHS JPMORGAN CHASE 31245 31245 80 SHS LOCKHEED MARTIN 38919 38919 115 SHS MCDONALDS 30306 30306 313 SHS MEDTRONIC PLC 24326 24326 104 SHS MICROSOFT 24941 24941 300 SHS NOVARTIS AG ADR 27216 27216 168 SHS PEPSICO 30351 30351 358 SHS PHILIP MORRIS INTL 36233 36233 195 SHS PROCTER & GAMBLE 29554 29554 220 SHS PRUDENTIAL FINANCIAL 21881 21881 257 SHS QUALCOMM 28255 28255 165 SHS QUEST DIAGNOSTICS 25813 25813 262 SHS STARBUCKS 25990 25990 196 SHS TARGET 29212 29212 450 SHS TC ENERGY 17937 17937 673 SHS TRUIST FINANCIAL 28959 28959 145 SHS UNION PACIFIC 30025 30025 659 SHS VERIZON COMMUNICATIONS 25965 25965 1135 SHS WILLIAMS CO 37342 37342 293 SHS MERCK & CO 32508 32508 407 SHS PFIZER 20855 20855 46 SHS AIR PRODUCTS & CHEMICALS 14180 14180 135 SHS PROLOGIS INC 15219 15219 3505 ISHARES ESG AWR MSCI MERG MKT INTL ETF FMV 105395 105395 2605 ISHARES TR ESG AW MSCI EAFE INTL ETF FMV 171253 171253 1968 SPDR S&P 600 SM CAP VALUE ETF FMV 146065 146065 2086 SPDR SER TR ICE PFD SEC EFT FMV 68463 68463 1125 VANGUARD MIDCAP ETF FMV 229286 229286 1144 VANGUARD REIT ETF FMV 94357 94357 1198 SSGA ACTIVE ETF TR BLACKSTONE SENR FMV 48998 48998 6200 VANGUARD INTERMEDIATE-TERM BOND INDEX FD ETF FMV 460784 460784 1813 VANECK VECTORS FALLEN ANGEL HI YLD BND EFT FMV 48987 48987 STEEL SHIPPING CONTAINER - STORAGE 3735 3735 0 SHED ROOF IMPROVEMENTS 5600 1461 4139 TX 4X2 GATOR W/LIFT 6687 6687 0 2004 DODGE RAM 2500 10000 10000 0 EXCAVATION FOR WEDDING SITE 5640 4486 1154 SEPTIC 3500 2784 716 MOWER 5595 5595 0 CART FOR GAS GATOR 690 690 0 MOWER 1950 1950 0 CART FOR GAS GATOR 690 690 0 SHIPPING CONTAINER 3550 2870 680 SHIPPING CONTAINER 3550 2899 651 LAND IMPROVEMENTS 6774 6774 0 CHEVY TRUCK-06 13649 13648 1 SHIPPING CONTAINER 3550 2929 621 FILTRATION UNIT & PUMP 3719 3719 0 PUMP AND FOUNTAIN LINE AT COTTAGE 4018 4018 0 NEW PUMP & ELECTRIC HOOK UP 1072 1072 0 GOLF CART 2369 2369 0 REFRIGERATOR - 29 CU. FT. 2649 2649 0 SHIPPING CONTAINER 2990 2990 0 SHIPPING CONTAINER 2880 2880 0 SHIPPING CONTAINER 2880 2880 0 SHIPPING CONTAINER 2880 2880 0 GAS GATOR 5780 5780 0 TRENCHING NEW WATER LINES 1201 1201 0 WINDOWS AND SIDING 3900 1429 2471 SHIPPING CONTAINER 3500 3500 0 SHIPPING CONTAINER 3500 3500 0 COTTAGE UPGRADE & RENOVATION 12226 1448 10778 DECK REBUILD 6870 814 6056 COTTAGE IMPROVEMENTS 17682 2020 15662 GAS TANKS 3737 3479 258 UTILITY VEHICLE- HUDSON VALLEY TRACTOR 11700 9246 2454 KAWI 48' MOWER 7590 6396 1194 LAND 25001 0 25001 GAS GATOR 6230 6230 0 NEW ROOF 6600 3701 2899 CARPORT ADDITION 3000 1709 1291 CORNER STONE RETAINING WALL 46955 9397 37558 GATE RESTORATION 32323 2694 29629 BRIDGE RESTORATION 25600 2134 23466 STONEWORK RESTORATIONS 33475 3162 30313 MEADOW STREAM RESTORATION 36416 2428 33988 LAKE RESTORATION 11080 739 10341 STONEWORK RESTORATIONS 1455 89 1366 LAKE RESTORATION 2500 139 2361 DRIVEWAY IMPROVEMENT-LABELLA 46532 0 46532 LEGAL FEES 992 0 0 992 SECURITY DEPOSIT 655 655 DEFERRED EXCISE TAX 4016 UNREALIZED LOSS 409004 PRIOR PERIOD ADJUSTMENT 47151 BOOK TO TAX DEPRECIATION 980 BANK CHARGES 17016 0 0 17016 DUES, SUBSCRIPTIONS AND FEES 7523 0 0 7523 INSURANCE 33411 0 0 33411 REP & MAINT GENERAL 61882 0 0 61882 ADVERTISING 432 0 0 432 VEHICLE REPAIRS & GAS 2220 0 0 2220 OTHER EQUIPMENT AND SUPPLIES 7462 0 0 7462 POSTAGE 1239 0 0 1239 EDUCATIONAL PROGRAMMING 9397 0 0 9397 PAYROLL PROCESSING FEES 2864 0 0 2864 OFFICE EXPENSES 9760 0 0 9760 INVESTMENT FEES 23603 23603 0 0 BENEFIT EXPENSES 56421 0 0 56321 ADMISSIONS,TOURS, PHOTO SHOOT 224092 224092 EDUCATIONAL PROGRAMS 31528 31528 OTHER 4709 4709 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 189328 189328 REFUNDABLE DEPOSITS 17240 5500 CREDIT CARD- BANK OF MILLBROOK 538 119 FEDERAL EXCISE TAXES PAYABLE 8236 0 PAYROLL LIABILITIES 0 16086 ACCRUED EXPENSES 0 27608 PROFESSIONAL GRANT WRITERS 9600 0 0 9600 OTHER PROFESSIONAL FEES 23746 0 0 23746 PAYROLL TAXES 40622 0 0 40622 DUES AND FEES 825 0 0 825 OTHER 585 0 0 676 FOREIGN TAXES 1144 1144 0 0