BETA

ROCK FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROCK FOUNDATION (EIN 06-1603870)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-14
IRS object ID
202142879349101409
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-14T07:35:19-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Paul Mishkin CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13599 NW Clubside CirAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061603870EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROCKBusinessNameControlTxt
Phone2038696734PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CAROLINE STREETAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER O SCANNELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2038696734PhoneNum
Signature2021-10-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastSCANNELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul Mishkin CPAPreparerPersonNm
PTINP01219022PTIN
Phone2032194033PhoneNum
Preparation2021-10-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,962,446FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,974InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,974InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,293DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,319DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$195,806CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$37,425NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$146,008OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$3,992OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,219,275TotalRevAndExpnssAmt
Total Net Invst Incm$261,107TotalNetInvstIncmAmt
Total Adj Net Incm$37,425TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$872OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$872OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$21,083TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,110TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$17,370OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,370OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$40,825TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,852TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$635,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$635,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$675,825TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,852TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$635,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$543,450ExcessRevenueOverExpensesAmt
Net Investment Income$238,255NetInvestmentIncomeAmt
Adjusted Net Income$37,425AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,645,300CashBOYAmt
Cash EOY$5,486,863CashEOYAmt
Cash EOYFMV$5,786,863CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$2,304,240CorporateStockBOYAmt
Corporate Stock EOY$2,333,961CorporateStockEOYAmt
Corporate Stock EOYFMV$3,175,583CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$6,949,540TotalAssetsBOYAmt
Total Assets EOY$7,820,824TotalAssetsEOYAmt
Total Assets EOYFMV$8,962,446TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,949,540RetainedEarningBOYAmt
Retained Earning EOY$7,820,824RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,949,540TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,820,824TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,949,540TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,820,824TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,949,540TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$543,450ExcessRevenueOverExpensesAmt
Other Increases$327,834OtherIncreasesAmt
Subtotal$7,820,824SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,820,824TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD BD IDX IN SHORT-TERM BD IDXP2020-02-032020-03-23$180,000$0$180,000$0$0$0$0$0
VANGUARD BD IDX IN SHORT-TERM BD IDXP2020-02-032020-12-01$250,000$0$245,166$4,834$0$0$0$4,834
ROCKEFELLER BALANCED FUNDP2020-02-032020-12-01$32,591$0$0$32,591$0$0$0$32,591
ROCKEFELLER BALANCED FUNDP2019-02-032020-12-01$158,381$0$0$158,381$0$0$0$158,381
FieldValueIRS element (for citing)
Capital Gain Net Income$195,806CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$37,425NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,312InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,312SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,312TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$72EsPenaltyAmt
Tax Due$3,384TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER SCANNELLIndividualWithBooksNm
Phone2039127567PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11111 CAROLINE STREETAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER O SCANNELL
1111 CAROLINE STREETHOUSTONTX77010TRUSTEE1.00$0$0$0
JEAN SCANNELL
1111 CAROLINE STREETHOUSTONTX77010TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,138,505AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,795,691AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,934,196TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,934,196AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$119,013CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,815,183NetVlNoncharitableAssetsAmt
Minimum Investment Return$390,759MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$390,759MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,312TaxBasedOnInvestmentIncomeAmt
Total Tax$3,312TotalTaxAmt
Distributable Before Adj$387,447DistributableBeforeAdjAmt
Distributable Before Ded$387,447DistributableBeforeDedAmt
Distributable As Adjusted$387,447DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$635,000ExpensesAndContributionsAmt
Qualifying Distributions$635,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$635,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$387,447DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$635,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$387,447AppliedToCurrentYearAmt
Remaining Distri From Corpus$247,553RemainingDistriFromCorpusAmt
Total Corpus$247,553TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$247,553ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$247,553ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER O SCANNELLContributingManagerNm
Contributing ManagerJEAN G SCANNELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTL MEDICAL CORP
12400 WILSHIRE BLVDLOS ANGELESCA90904PUBLICHEALTH CARE SERVICES & TRAINING$10,000
MANHATTAN THEATRE CLUB
261 WEST 47TH STREETNEW YORKNY10036PUBLICPRODUCING INNOVATIVETHEATER AND STUDENTEDUCATION$80,000
STAR OF HOPE
1811 RUIZ STREETHOUSTONTX77081PUBLICHOMELESS SHELTER$10,000
GREENWICH TOWN PARTY
101 FIELD POINT RDGREENWICHCT06830PUBLICUNIFY AND STRENGTHENCOMMUNITY$5,000
GIVE DIRECTLY
PO BOX 3221NEW YORKNY10008PUBLICGIVE CASH DIRECTLY TOPEOPLE IN POVERTY$50,000
SMITH COLLEGE
10 ELM STREETNORTHAMPTONMA01060PUBLICGENERAL FUND$10,000
DARTMOUTH COLLEGE
6016 MCNUTT HALLHANOVERNH03755PUBLICGENERAL FUND$100,000
HEALTH NETWORK FOUNDATION
33 RIVER STREETCHAGRIN FALLSOH44022PUBLICIMPROVE MEDICINE FOR ALL$10,000
PLANNED PARENTHOOD
26 BLEECKER STREETNEW YORKNY10012PUBLICWOMEN'S HEALTH$10,000
STOP THE ADDICTION FATALITY EPIDEMI
3118 WASHINGTON BLVDARLINGTONVA22201PUBLICFIGHT OPIOID ADDICTION$200,000
GIVE ESSENTIAL
DARTMOUTH COLLEGEHANOVERNH03755PUBLICHELPING FRONTLINEWORKERS$30,000
BISSEL PET FOUNDATION
2345 WALKER AVE NWGRAND RAPIDSMI49544PUBLICFINDING PETS HOMES$5,000
(no name)
$0
(no name)
$0
(no name)
$0
AMERICAN FARM SCHOOL
800 THIRD AVENUENEDW YORKNY10022PUBLICHIGHER EDUCATION$25,000
CHILDREN'S MUSEUM OF HOUSTON
1500 BINZ STREETHOUSTONTX77004PUBLICSCIENCE AND BILINGUALLEARNING$25,000
DARTMOUTH HITCHCOCK
1 MEDICAL CENTER DRIVELEBANONNH03766PUBLICMEDICAL CENTER$50,000
UPPER VALLEY HAVEN
713 HARTFORD AVEWHITE RIVER JUNCTIONVT05001PUBLICFOOD FOR THOSE INNEED$10,000
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029PUBLICFOOD FOR THOSE IN NEED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$635,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,293ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$195,806ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$265,099ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$265,099TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPETER O SCANNELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11111 CAROLINE STREETAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CRANE CO$527,643$776,600
ROCKEFELLER BALANCED FUND LP$1,791,484$2,383,842
FIXED INCOME$14,834$15,141

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescROCKEFELLER BALANCED FUND K-1Desc
Revenue And Expenses Per Books$17,370RevenueAndExpensesPerBooksAmt
Net Investment Income$17,370NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ROCKEFELLER BALANCED FUND K-1-$3,992-$3,992
PARTNERSHIP DISTRIBUTION$150,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD PARTNERSHIP DISTRIBUTIONSDesc
Amt$327,834Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX$17,973
FOREIGN TAXES PAID$3,110$3,110

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.