PEGGY MCGRATH ROCKEFELLER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PEGGY MCGRATH ROCKEFELLER FOUNDATION (EIN 46-2261050)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349104154
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Other Assets 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 | 2019-11-15T13:58:15-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141638228 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALLO GALLUSCIO & BIANCHI CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 N 7TH ST | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| 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 | DAVID ROCKEFELLER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126495621 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK BIANCHI CPA | PreparerPersonNm |
| PTIN | P00586601 | PTIN |
| Phone | 5188286500 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.105.222.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 13:58:15 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E610C6E53C8443B8E04F76A7BD6D7DD2ECF233A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D74C62157E88B1E21024EC0EF65A8206978DB7C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,996,109 | 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 | $1,971,018 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,321 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,321 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,321 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,220 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,220 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,585,032 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $3,585,032 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,528,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,541 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,594,573 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $683,014 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $683,014 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $155,153 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $155,153 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $51,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,704 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109,691 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $109,691 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,314,776 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $116,956 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $116,956 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,463 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,463 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,802,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,802,277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,235,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,920,258 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,397,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,082,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,594,573 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $773,617 | CashBOYAmt |
| Cash EOY | $261,246 | CashEOYAmt |
| Cash EOYFMV | $261,249 | CashEOYFMVAmt |
| Inventories BOY | $1,280,855 | InventoriesBOYAmt |
| Inventories EOY | $1,280,855 | InventoriesEOYAmt |
| Inventories EOYFMV | $1,280,855 | InventoriesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,227,593 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,750,186 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $18,362,367 | LandBOYAmt |
| Land EOY | $17,477,407 | LandEOYAmt |
| Land EOYFMV | $17,477,407 | LandEOYFMVAmt |
| Other Assets BOY | $20,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $976,598 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $976,598 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,436,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,996,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,996,109 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $576,189 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,817 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $576,189 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,817 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $19,860,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,992,289 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,860,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,992,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,436,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,996,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,860,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,639 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,992,289 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,992,289 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,592,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,677,049 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080924 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,350 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $44,653 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 0.080924 | TotalDistributionRt |
| Average Distribution | 0.080924 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,027,640 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,620,717 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $95 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,620,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,538,830 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $95 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $95 | SubtotalAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $95 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID ROCKEFELLER JR | ||||||||
| 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ABBY ROCKEFELLER | ||||||||
| 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARGARET DULANY | ||||||||
| 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LINDA GOELZ | ||||||||
| 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION'S MISSION AND ACTIVITIES ARE BASED ON THE FUNDAMENTAL IMPORTANCE OF SUSTAINABLE AGRICULTURE. IT MAKES ITS LAND AVAILABLE TO FARMERS AND FARM ORGANIZATIONS THAT DO NOT OTHERWISE HAVE ACCESS TO FARM LAND FOR ORGANIC AND/OR BIODYNAMIC FARMING. THE ORGANIZATION WORKS FOR THE SOCIAL, ECONOMIC AND CULTURAL ENRICHMENT OF SUCH SMALL- SCALE FARMS, AND THE HUDSON VALLEY COMMUNITIES THAT SURROUND THEM, AS A MODEL OF SUSTAINABLE AGRICULTURE. | Description1Txt |
| Expenses1 | $4,082,258 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $597,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,734,860 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,332,629 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $20,332,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $304,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,027,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,001,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,001,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95 | TotalTaxAmt |
| Distributable Before Adj | $1,001,287 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,001,287 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,001,287 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,082,258 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $456,572 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,538,830 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $95 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,538,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,001,287 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $44,653 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,350 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $608,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $660,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,538,830 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,001,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,537,543 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,198,063 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,198,063 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $44,653 | ExcessFromYear3Amt |
| Excess From Year2 | $7,350 | ExcessFromYear2Amt |
| Excess From Year1 | $608,517 | ExcessFromYear1Amt |
| Excess From Current Year | $3,537,543 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| FOUNDATION FOR AGRICULTURAL INTEG | |||||
| 357 COUNTY RT 12 | HUDSON | NY | 12534 | CARBON PROJECT | $150,000 |
| ZION FOOD PANTRY | |||||
| PO BOX 1058 | HUDSON | NY | 12534 | PROGRAM FUNDING | $1,000 |
| OLANA PARTNERSHIP | |||||
| COSY COTTAGE 5720 NY-9G | HUDSON | NY | 12534 | PROGRAM FUNDING | $1,000 |
| LIVINGSTON PUMPER CO | |||||
| 2855 US 9 | LIVINGSTON | NY | 12541 | PROGRAM FUNDING | $1,000 |
| LIVINGSTON LIBRARY | |||||
| 90 OLD POST RD | HUDSON | NY | 12534 | PROGRAM FUNDING | $1,000 |
| GERMANTOWN LIBRARY | |||||
| 31 PALATINE PARK RD | GERMANTOWN | NY | 12526 | PROGRAM FUNDING | $1,000 |
| GERMANTOWN HOSE | |||||
| 181 MAIN ST | GERMANTOWN | NY | 12526 | PROGRAM FUNDING | $1,000 |
| COL GR HOSPITAL FOUNDATION | |||||
| 71 PROSPECT ST | HUDSON | NY | 12534 | PROGRAM FUNDING | $2,500 |
| CHURCHTOWN FIRE DEPT | |||||
| 2219 CTY RTE 27 | TAGHKANIC | NY | 12521 | PROGRAM FUNDING | $1,000 |
| UNITED WAY | |||||
| PO BOX 13865 | ALBANY | NY | 12212 | PROGRAM FUNDING | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARMING - NONGMO PROJECT | Desc |
| Related Or Exempt Function Incm | $3,585,032 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,321 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,220 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$36,918 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,548,114 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,557,655 | 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 | FARMING-NONGMO PROJECT | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF DAVID ROCKEFELLER | ||||||
| 1 | 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | $1,204,818 | Yes (X) |
| ABBY ROCKEFELLER | ||||||
| 2 | 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | $418,100 | Yes (X) |
| DAVID ROCKEFELLER | ||||||
| 3 | 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | $318,100 | Yes (X) |
| PEGGY ROCKEFELLER | ||||||
| 4 | 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | $30,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAND - 160.-1-30.210 (316.68 AC CTY RT 10) | 2017-12-18 | $886,700 | ||||
| LAND - 159.-1-10 (92.5 AC FORD RD) | 2017-12-18 | $274,400 | ||||
| LAND - 160.-1.20.121 (40.4 AC WALKERS MILL RD | 2017-12-18 | $379,760 | ||||
| LAND - 151.-1-40.100 (413.42AC@3161 ST RT 9) 413.4 | 2017-12-18 | $500,000 | ||||
| LAND - 160.1-1-26 (1.35AC WALKERS MILL RD) 1.35 | 2017-12-18 | $29,000 | ||||
| LAND - 159.-1-3 (536.3 AC OFF WIRE RD) 536.3 | 2017-12-18 | $450,000 | ||||
| LAND - 170.-1-6.121 (111.67AC BINGHAM MILLS) 111.6 | 2017-12-18 | $390,845 | ||||
| LAND - 160.-1-43 (233 AC PLATNER RD) 233 A | 2017-12-18 | $431,000 | ||||
| LAND - 151.-1-40.200 (2AC LOTTA LANE) 2 ACR | 2017-12-18 | $6,500 | ||||
| LAND - 170.2-3.200 (70.16 AC ROUTE 9) 70.16 | 2017-12-18 | $336,768 | ||||
| LAND - 160.-1-49.111 (95.76AC@2635 ST RT 9) 95.76 | 2017-12-18 | $150,000 | ||||
| LAND - 170.-1-3.100 (47.94AC SPARROW BUSH RD)47.94 | 2017-12-18 | $234,900 | ||||
| LAND - 170.-2-6.121(84.21AC MAPLELANE&2 RT 9)84.21 | 2017-12-18 | $404,208 | ||||
| LAND - 160.-1-42.100(95.76AC ST RT 9&PLATNER)95.76 | 2017-12-18 | $526,680 | ||||
| LAND - 159.-1-2.100 (283.4AC WIRE RD) 283.4 | 2017-12-18 | $850,200 | ||||
| LAND - 159.-1-2.21 (38.2 AC WIRE RD) 38.2 | 2017-12-18 | $343,800 | ||||
| BUILDINGS - 151.-1-40.100 (3161 ST RT 9-SHF) 3161 | 2017-12-18 | $4,500,000 | $42,188 | 150DB | 20.0000 | $334,335 |
| BUILDINGS - 159.-1-3 (OFF WIRE RD) OFF W | 2017-12-18 | $4,050,000 | $37,969 | 150DB | 20.0000 | $300,902 |
| HOUSE - 151.-1-40.200 (LOTTA LANE) LOTTA | 2017-12-18 | $58,500 | $90 | 150DB | 27.5000 | $2,167 |
| BUILDINGS - 160.-1-49.111(2635 ST RT 9) 2635 | 2017-12-18 | $1,350,000 | $12,656 | 150DB | 20.0000 | $100,301 |
| FURNITURE/EQUIPMENT | 2017-06-01 | $7,950 | $1,065 | 150DB | 7.0000 | $1,475 |
| FEED BLDG LIGHTING | 2017-08-12 | $15,875 | $893 | 150DB | 10.0000 | $2,247 |
| AGRICULTRAL FENCING | 2017-09-18 | $113,816 | $9,146 | 150DB | 7.0000 | $22,429 |
| QUICK HITCH (MARKET FARM) | 2017-08-12 | $10,788 | $867 | 150DB | 7.0000 | $2,126 |
| CHANDLIER LITTER SPREADER | 2017-10-16 | $26,600 | $713 | 150DB | 7.0000 | $5,547 |
| PLANTER REBUILD KINZE | 2017-06-22 | $7,943 | $1,064 | 150DB | 7.0000 | $1,474 |
| PUMA 185 (FROM MONROE TRACTOR) | 2017-09-14 | $2,186 | $176 | 150DB | 7.0000 | $430 |
| WAGON TARP (COL TRACTOR) | 2017-12-31 | $5,192 | $324 | 150DB | 3.0000 | $2,434 |
| CHARLES RIVER LAB | 2017-09-06 | $8,000 | $643 | 150DB | 7.0000 | $1,576 |
| EQUIP (KRAUSE FIELD CUTTER) | 2018-03-05 | $19,300 | 150DB | 7.0000 | $2,068 | |
| GPS SYSTEM FOR 290 | 2018-03-12 | $10,000 | 150DB | 7.0000 | $1,071 | |
| LAND - WALKER MILLS RD. | 2018-04-12 | $91,712 | ||||
| EQUIPMENT/FURNITURE (FROM DR ESTATE) | 2018-06-01 | $7,950 | 150DB | 7.0000 | $852 | |
| FARM EQUIPMENT (HUDSON PINES) | 2017-06-01 | $178,410 | $23,894 | 150DB | 7.0000 | $35,670 |
| FARM EQUIPMENT (STONEHOUSE - DR)) | 2017-06-01 | $2,267,750 | $303,717 | 150DB | 7.0000 | $453,404 |
| COMPUTER (PEAK RYZEX) | 2018-07-16 | $12,755 | 150DB | 3.0000 | $3,189 | |
| SOFTWARE (RHIZOME) | 2018-11-14 | $14,654 | 150DB | 3.0000 | $3,664 | |
| EQUIPMENT (RIKERTS AUTOBODY) | 2018-01-09 | $1,000 | 150DB | 3.0000 | $250 | |
| KEVERNLAND PLOW | 2018-02-23 | $22,500 | 150DB | 7.0000 | $2,411 | |
| HDG 2" TUBE GATES | 2018-03-08 | $570 | 150DB | 3.0000 | $143 | |
| EQUIPMENT (HITCH MTG PUMA TRACTOR) | 2018-08-07 | $32,372 | 150DB | 7.0000 | $3,468 | |
| SKIDSTEER (SALEM FARM SUPPLY) | 2018-12-15 | $32,835 | 150DB | 7.0000 | $3,518 | |
| LEASEHOLD IMPROVEMENTS | 2018-06-01 | $53,215 | 150DB | 5.0000 | $7,982 | |
| LEASEHOLD IMPROVEMENTS | 2018-07-01 | $102,128 | 150DB | 5.0000 | $15,319 | |
| LEASEHOLD IMPROVEMENTS | 2018-10-01 | $28,829 | 150DB | 5.0000 | $4,324 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PORTABLE CORRAL PROCESSOR | 2018-03 | PURCHASE | 2018-12 | $25,000 | $26,750 | -$1,750 |
| ROCKEFELLER BALANCED FUND | 2018-12 | PURCHASE | 2018-12 | $1,513 | -$1,513 | |
| ROCKEFELLER BALANCED FUND | 2017-12 | PURCHASE | 2018-12 | $33,655 | -$33,655 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS & EQUIPMENT | $12,941,120 | $1,750,186 | $11,190,934 | $11,190,934 |
| LAND | $6,286,473 | $6,286,473 | $6,286,473 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADV RECEIVABLE OLD MUD CREEK FARM | $20,000 | $6,572 | $6,572 |
| ROCKEFELLER BALANCED FUND | $970,026 | $970,026 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| GRAIN, HAY, STEER | $1,377,965 | $1,377,965 |
| LABOR | $20,328 | $20,328 |
| TRUCKING | $42,896 | $42,896 |
| CERTIFICATION, TESTING & APPL | $35,654 | $35,654 |
| ADVERTISING/MARKETING | $35,016 | $35,016 |
| FEED | $260,716 | $260,716 |
| FUEL, OIL & TOLLS | $69,053 | $69,053 |
| UTILITIES | $49,534 | $49,534 |
| SEED & LIME | $215,199 | $215,199 |
| FERTILIZER | $249,995 | $249,995 |
| EQUIPMENT RENTAL | $18,221 | $18,221 |
| OFFICE EXPENSES | $22,232 | $22,232 |
| SUPPLIES | $40,204 | $40,204 |
| NYS CHAR500 FILING FEE | $750 | $750 |
| REPAIRS & MAINTENANCE | $176,947 | $176,947 |
| LAND LEASE EXPENSE | $187,567 | $187,567 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARMING - NONGMO PROJECT | Desc |
| Revenue And Expenses Per Books | $3,585,032 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,585,032 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ADV PAYABLE ESTATE D ROCKEFELLER | $576,189 | |
| DUE TO CREDIT CARD | $3,817 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $51,704 | Amt |
| Disbursements Charitable Prps | $51,704 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $109,691 | Amt |
| Disbursements Charitable Prps | $109,691 | DisbursementsCharitablePrpsAmt |
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