WINTHROP ROCKEFELLER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WINTHROP ROCKEFELLER FOUNDATION (EIN 71-0285871)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-16
- IRS object ID
- 201912599349100406
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-16T08:53:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 CANTRELL ROAD SUITE 301 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72212 | 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 | 710285871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINTHROP ROCKEFELLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 5013766854 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET NO 200 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA M DOBSON | PersonNm |
| Person Title | COFO | PersonTitleTxt |
| Phone | 5013766854 | PhoneNum |
| Signature | 2019-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MANN | PreparerPersonNm |
| PTIN | P01064483 | PTIN |
| Phone | 5012275800 | PhoneNum |
| Preparation | 2019-08-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.234.194.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-05 | IPDt |
| IP Tm | 10:08:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEEAEEAA0479B19122EAC14597C879A9C576A2F9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,783,646 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,269,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $571,171 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $895,617 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,035,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,558,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,224,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,310,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,620,696 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,578 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,101,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,146,643 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $817,935 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $118,217 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $699,718 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $589,163 | 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 | $589,163 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $414,675 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $23,153 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $391,523 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,235 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,137 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,098 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,186 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,754 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $702,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $603,181 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $149,656 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $20 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $128,576 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Net Invst Incm | $98,883 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $48,773 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $132,320 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $132,320 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $70,443 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,013 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $67,431 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $78,408 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $77,181 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $853,309 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $395,827 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $493,922 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,772,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,401,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,635,766 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,181,356 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,306,739 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,954,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,401,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,942,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,147,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,745,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,314,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,438,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,438,560 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $73,913 | AcctRcvblAmt |
| Acct Rcvbl BOY | $55,469 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $73,913 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $73,913 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $75,289 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $75,289 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $105,669,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $94,859,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $94,859,234 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,307,690 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,343,057 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,343,057 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $641,686 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $303,591 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $77,347 | LandBOYAmt |
| Land EOY | $338,095 | LandEOYAmt |
| Land EOYFMV | $338,095 | LandEOYFMVAmt |
| Other Assets BOY | $7,771,318 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,655,498 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,655,498 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $141,195,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,783,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,783,646 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $353,692 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $703,945 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,225,054 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,142,837 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,578,746 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,846,782 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $138,616,962 | UnrestrictedBOYAmt |
| Unrestricted EOY | $128,936,864 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,616,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,936,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,195,708 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,783,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,616,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,147,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $139,764,170 | SubtotalAmt |
| Other Decreases | $10,827,306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,936,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PROGRAM-RELATED INVESTMENTS GAIN/LOSS | P | $148,666 | $148,666 | $148,666 | |
| P/T: CNX - L/T (SEE STMT 16C) | -$16,268 | -$16,268 | $16,268 | ||
| P/T: NEWTYN TE PARTNERS - S/T (SEE STMT 16E) | P | -$54,761 | -$54,761 | $54,761 | |
| P/T: CIM ENTERPRISE LOAN FUND - S/T (SEE STMT 16G) | P | -$40,393 | -$40,393 | $40,393 | |
| P/T: DIAMOND STATE VENTURES III - L/T (SEE STMT 16B) | P | $2,866 | $2,866 | $2,866 | |
| LOSS ON DISPOSITION OF ASSETS | P | -$3,677 | -$3,677 | $3,677 | |
| P/T: DIAMOND STATE VENTURES II - L/T (SEE STMT 16A) | P | $58,085 | $58,085 | $58,085 | |
| P/T: GQG PARTNERS - S/T (SEE STMT 16M) | P | $59,122 | $59,122 | $59,122 | |
| P/T: NEWTYN TE PARTNERS - L/T (SEE STMT 16E) | P | $114,978 | $114,978 | $114,978 | |
| P/T: FUND FOR ARKANSAS' FUTURE - L/T (SEE STMT 16J) | P | $116,114 | $116,114 | $116,114 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $411,165 | $411,165 | $411,165 | |
| P/T: GQG PARTNERS - L/T (SEE STMT 16M) | P | $727,528 | $727,528 | $727,528 | |
| GAIN/LOSS FROM PUBLICLY-TRADED SECURITIES | $10,671,926 | $2,097,271 | $2,097,271 | $8,574,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,620,696 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,199,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $126,532,909 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,852,817 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $123,286,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063696 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,451,846 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $134,529,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062825 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,509,196 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $140,313,722 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046390 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,427,176 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $132,374,024 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040999 | DistributionYr5Rt |
| Total Distribution | 0.278708 | TotalDistributionRt |
| Average Distribution | 0.055742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $130,225,730 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,259,043 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47,455 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,306,498 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,942,505 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $94,909 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $94,909 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $94,909 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,854 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $160,854 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $65,945 | OverpaymentAmt |
| Applied To ES Tax | $65,945 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AR | 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 | WWW.WRFOUNDATION.ORG/WWW.GUIDESTAR.ORG | WebsiteAddressTxt |
| Individual With Books | ANDREA M DOBSON | IndividualWithBooksNm |
| Phone | 5013766854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET STE 200 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| SHERECE WEST-SCANTLEBURY | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | PRESIDENT & CEO | 50.00 | $369,645 | $55,972 | $0 |
| ANDREA DOBSON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | COFO | 50.00 | $270,843 | $58,518 | $0 |
| LISENNE ROCKEFELLER | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.90 | $0 | $0 | $0 |
| DAVID RAINEY | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | CHAIRMAN | 4.19 | $0 | $0 | $0 |
| KILOLO KIJAKAZI | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.66 | $0 | $0 | $0 |
| ROSA VELAZQUEZ | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.51 | $0 | $0 | $0 |
| REGAN GRUBER MOFFITT | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | BOARD SECRETARY AND VICE P | 50.00 | $177,447 | $33,165 | $0 |
| FREDDIE BLACK | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.19 | $0 | $0 | $0 |
| HELEN DORADO ALESSI | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.46 | $0 | $0 | $0 |
| CALVIN WHITE | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | VICE CHAIRMAN | 1.40 | $0 | $0 | $0 |
| MIKE MALONE | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.14 | $0 | $0 | $0 |
| CHRIS VINCENT | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.21 | $0 | $0 | $0 |
| CHRIS CARDONA | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.89 | $0 | $0 | $0 |
| WIN ROCKEFELLER JR | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.24 | $0 | $0 | $0 |
| CHARLOTTE GREEN | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.97 | $0 | $0 | $0 |
| KIISHA MORROW | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.16 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CORY ANDERSON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | VICE-PRESIDENT | 50.00 | $208,780 | $44,127 | $0 |
| ANDREW FORD | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | INTERIM SENIOR ASSOC | 40.00 | $93,750 | $15,783 | $0 |
| MICHAEL CASTENS | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | GRANT AND OPERATIONS | 40.00 | $80,707 | $16,386 | $0 |
| LISA DIXON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | PROGRAM ASSOCIATE | 40.00 | $70,854 | $25,828 | $0 |
| SARAH MCBROOM | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | PROGRAM ASSOCIATE | 40.00 | $59,871 | $18,225 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 021102112 | INVESTMENT ADVISORY SERVICES | $260,423 |
| OAKVIEW CAPITAL MANAGEMENT | |||||
| 3879 MAPLE AVENUE STE 300 | DALLAS | TX | 75219 | INVESTMENT MANAGEMENT SERVICES | $77,439 |
| DOXA TOTAL DESIGN STRATEGY INC | |||||
| 311 DICKSON STREET SUITE 202 | FAYETTEVILLE | AR | 727015144 | ANNUAL REPORT DESIGN & PRODUCTION | $75,968 |
| THE NORTHERN TRUST COMPANY | |||||
| 50 SOUTH LASALLE ST | CHICAGO | IL | 60603 | INVESTMENT CUSTODY/ MANAGEMENT SERVICES | $72,244 |
| ARKANSAS COMMUNITY FOUNDATION | |||||
| 5 ALLIED DRIVE SUITE 51110 | LITTLE ROCK | AR | 72202 | CAPITAL ACCESS RESEARCH STUDY | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 18 | Description1Txt |
| Expenses1 | $141,483 | Expenses1Amt |
| Description2 | SEE STATEMENT 18 | Description2Txt |
| Expenses2 | $138,894 | Expenses2Amt |
| Description3 | SEE STATEMENT 18 | Description3Txt |
| Expenses3 | $134,104 | Expenses3Amt |
| Description4 | SEE STATEMENT 18 | Description4Txt |
| Expenses4 | $131,256 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE MADE IN 2018 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $125,929,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,278,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $132,208,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $132,208,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,983,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $130,225,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,511,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,511,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94,909 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94,909 | TotalTaxAmt |
| Distributable Before Adj | $6,416,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $149,491 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,565,869 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,565,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,942,505 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,942,505 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,942,505 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,565,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,847,793 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,698,611 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,952,914 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,499,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,942,505 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,942,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,623,364 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,623,364 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,875,954 | 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 | $89,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,786,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $135,429 | ExcessFromYear3Amt |
| Excess From Year2 | $1,698,611 | ExcessFromYear2Amt |
| Excess From Year1 | $1,952,914 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE AT WWWWRFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET SUITE 200 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5013766854 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 19 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 19 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 19 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 20 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE STATEMENT 20 | GrantOrContributionPurposeTxt |
| Amt | $2,306,739 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,306,739 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 20 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE STATEMENT 20 | GrantOrContributionPurposeTxt |
| Amt | $615,994 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $615,994 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $571,171 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,035,837 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,224,823 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,831,831 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,831,831 | TotalIncomeProducingActyAmt |
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 | TRUST UW WINTHROP ROCKEFELLER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2230 COTTONDALE LANE SUITE 6 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,269,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING | $7,508 | $0 | $0 | $7,508 |
| AUDIT | $33,982 | $27,186 | $0 | $6,796 |
| TAX PREPARATION | $12,450 | $0 | $0 | $12,450 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BATESVILLE AREA CHAMBER OF COMMERCE | ||||||||||
| 409 VINE STREET | BATESVILLE | AR | 72501 | 2016-04-01 | $65,000 | SEE STATEMENT 21 | $65,000 | 7/15/2018 | 2018-07-15 | THE GRANTEE HAS SUBMITTED DETAILED SUPPORTING DOCUMENTATION FOR THE USE OF THE FUNDS. THEWINTHROP ROCKEFELLER FOUNDATION DEEMED FURTHER VERIFICATION OF THE GRANTEE'S REPORTUNNECESSARY. |
| MARY REYNOLDS BABCOCK FOUNDATION INC | ||||||||||
| 2920 REYNOLDA ROAD | WINSTONSALEM | NC | 27106 | 2016-09-29 | $500,000 | SEE STATMENT 21 | $333,334 | 1/29/2019 | 2019-01-29 | THE GRANTEE HAS SUBMITTED DETAILED SUPPORTING DOCUMENTATION FOR THE USE OF THE FUNDS. THEWINTHROP ROCKEFELLER FOUNDATION DEEMED FURTHER VERIFICATION OF THE GRANTEE'S REPORTUNNECESSARY. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REG 53.4942(A)-3(C)(2) ELECTION STATEMENT | IdentifierTxt |
| Form And Line Reference | PART XIII, LINE 7 | FormAndLineReferenceDesc |
| Medium Explanation | THE TAXPAYER (THE WINTHROP ROCKEFELLER FOUNDATION, EIN 71-0285871) HEREBY ELECTS UNDER REGULATION 53.4942(A)-3(C)(2) TO TREAT $89,000 OF PRIOR-YEAR DISTRIBUTIONS MADE OUT OF CORPUS AS A CURRENT-YEAR DISTRIBUTION OUT OF CORPUS IN ORDER TO SATISFY THE REQUIREMENTS OF SECTION 4942(G)(3). THE PRIOR-YEAR DISTRIBUTIONS DESCRIBED ABOVE WERE TREATED UNDER REGULATION 53.4942(A)-3(D)(1)(III) AS DISTRIBUTIONS OUT OF CORPUS DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2015. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST BARCLAYS AGG BOND FUND | $5,609,534 | $5,609,534 |
| CCM FIXED INCOME FUND | $5,937,590 | $5,937,590 |
| BRECKINRIDGE CAPITAL FIXED INCOME | $5,795,933 | $5,795,933 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NTGI RUSSELL 1000 GROWTH EQUITY | $10,367,872 | $10,367,872 |
| RUSSELL 1000 VALUE EQUITIES | $10,481,725 | $10,481,725 |
| OAKVIEW EQUITY | $4,450,436 | $4,450,436 |
| KABOUTER INT'L OPP OFFSHORE FUND EQUITY | $3,778,150 | $3,778,150 |
| BROWN SUSTAINABLE GROWTH EQUITY | $5,843,847 | $5,843,847 |
| ARIEL INT'L FUND EQUITY | $12,310,334 | $12,310,334 |
| BLACKROCK EQUITY | $4,083,920 | $4,083,920 |
| AQR STYLE PREMIA EQUITY | $1,745,846 | $1,745,846 |
| FORT GLOBAL OFFSHORE FUND EQUITY | $1,947,396 | $1,947,396 |
| COATUE | $1,633,987 | $1,633,987 |
| LAKEWOOD | $1,454,779 | $1,454,779 |
| SENTINEL DOME | $1,753,137 | $1,753,137 |
| COMPLUS ASIA | $1,678,073 | $1,678,073 |
| VARADERO | $1,780,851 | $1,780,851 |
| HOLLIS PARK | $1,508,264 | $1,508,264 |
| GQG INT'L FUND EQUITY | $12,425,288 | $12,425,288 |
| BLACKROCK ISHARES EQUITY | $8,994,008 | $8,994,008 |
| CIM ENTERPRISE LOAN FUND | $3,227,773 | $3,227,773 |
| LONG POND OFFSHORE FUND EQUITY | $2,681,156 | $2,681,156 |
| ELIZABETH PARK CAPITAL OFFSHORE | $1,441,330 | $1,441,330 |
| BAIN CAPITAL DOUBLE IMPACT PRIVATE PARTNERSHIP | $371,213 | $371,213 |
| MATERIAL IMPACT | $287,720 | $287,720 |
| ELEVAR EQUITY IV | $193,986 | $193,986 |
| ILLUMEN CAPITAL | $297,014 | $297,014 |
| IMPACT AMERICA | $121,129 | $121,129 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $11,235 | LegalFeesAmt |
| Net Investment Income | $3,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,098 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $7,611,695 | $7,535,605 | $7,535,605 |
| ACCRUED INTEREST RECEIVABLE | $137,373 | $119,893 | $119,893 |
| WRCT IN LIEU OF GRANT RECEIVABLE | $22,250 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) ON INVESTMENTS | Desc |
| Amt | $10,827,306 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $71 | $0 | $0 | $71 |
| INSURANCE | $17,833 | $0 | $0 | $17,833 |
| POSTAGE | $692 | $0 | $0 | $692 |
| DUES & SUBSCRIPTIONS | $91,601 | $0 | $0 | $91,601 |
| OFFICE EXPENSE | $125,266 | $0 | $0 | $121,266 |
| PROGRAM EXPENSES | $277,707 | $0 | $0 | $299,386 |
| ACCRUAL TO CASH | $0 | $0 | $0 | -$339,992 |
| PASSTHROUGH PORTFOLIO DEDUCTIONS | $0 | $395,827 | $0 | $0 |
| CONVENTIONS AND MEETINGS | $203,265 | $0 | $0 | $198,574 |
| PROFESSIONAL DEVELOPMENT | $61,412 | $0 | $0 | $61,412 |
| TRUSTEE OPERATIONS EXPENSE | $43,079 | $0 | $0 | $43,079 |
| TENANT IMPROVEMENT ALLOWANCE | $30,676 | $0 | $0 | $0 |
| BOARD COMMITTEE SUPPORT | $100 | $0 | $0 | $0 |
| UBIT - CURRENT YEAR | $1,607 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BLACKROCK | $0 | $809 |
| NT BOND INDEX | $0 | $2,257 |
| CCM | $0 | $1,751 |
| RUSSELL 1000 VALUE | $0 | $2,128 |
| RUSSELL 1000 GROWTH | $0 | $2,714 |
| OTHER INCOME FROM PASSTHROUGH | $0 | $61,162 |
| BROWN | $0 | $757 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CASH ACCOUNT MANAGEMENT FEES | $0 | $455 | $0 | $0 |
| INVESTMENT OVERSIGHT | $260,423 | $260,423 | $0 | $0 |
| TRUSTEE FEES - NT BOND INDEX | $0 | $2,809 | $0 | $0 |
| CUSTODIAL BANK FEES | $109,401 | $109,401 | $0 | $0 |
| PROFESSIONAL FEES - NT BOND INDEX | $0 | $864 | $0 | $0 |
| NT INVESTMENT MANAGEMENT FEES | $18,665 | $18,665 | $0 | $0 |
| BRECKINRIDGE INVESTMENT MANAGEMENT FEES | $5,167 | $5,158 | $0 | $0 |
| OAKVIEW MANAGEMENT FEE | $33,027 | $77,439 | $0 | $0 |
| OUTCOMES ASSESSMENT | $10,626 | $0 | $0 | $11,123 |
| OTHER CONSULTING | $12,774 | $0 | $0 | $13,814 |
| GRANTEE TECHNICAL ASSISTANCE | $124,496 | $0 | $0 | $124,719 |
| INVESTMENT EXPENSES ALLOCATION | $127,967 | $127,967 | $0 | $0 |
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