BETA

ROCK FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROCK FOUNDATION (EIN 06-1603870)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-17
IRS object ID
201702609349100000
Schema version
2016v3.0
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)
Return2017-09-17T09:17:56-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line14249 NW 64TH DRIVEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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 Line179 PECKSLAND ROADAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER O SCANNELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2038696734PhoneNum
Signature2017-04-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL MISHKIN CPAPreparerPersonNm
Phone5612457408PhoneNum
Preparation2017-09-17PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.251.137.215IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-17IPDt
IP Tm09:17:40IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFDEE8D09C2F798C133FE4EEE00FAFB580ACE38BDAtSubmissionCreationDeviceId
At Submission Filing Device IdFDEE8D09C2F798C133FE4EEE00FAFB580ACE38BDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,344,719FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$763,900ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$57,135DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,135DividendsNetInvstIncmAmt
Dividends Adj Net Incm$57,135DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$33,231CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,063OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,063OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,063OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$822,098TotalRevAndExpnssAmt
Total Net Invst Incm$91,429TotalNetInvstIncmAmt
Total Adj Net Incm$58,198TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,380TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$19,163OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,163OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$19,163OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$21,643TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,163TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$19,163TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$261,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$261,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$283,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,163TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$19,163TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$261,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$538,955ExcessRevenueOverExpensesAmt
Net Investment Income$72,266NetInvestmentIncomeAmt
Adjusted Net Income$39,035AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,315CashBOYAmt
Cash EOY$107,864CashEOYAmt
Cash EOYFMV$107,864CashEOYFMVAmt
Corporate Stock BOY$4,058,505CorporateStockBOYAmt
Corporate Stock EOY$4,494,911CorporateStockEOYAmt
Corporate Stock EOYFMV$6,236,855CorporateStockEOYFMVAmt
Total Assets BOY$4,063,820TotalAssetsBOYAmt
Total Assets EOY$4,602,775TotalAssetsEOYAmt
Total Assets EOYFMV$6,344,719TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,063,820RetainedEarningBOYAmt
Retained Earning EOY$4,602,775RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,063,820TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,602,775TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,063,820TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,602,775TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,063,820TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$538,955ExcessRevenueOverExpensesAmt
Subtotal$4,602,775SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,602,775TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ROCKEFELLER BALANCED FUND LP (K-1)P2016-01-012016-12-31$0$0$12,486-$12,486$0$0$0-$12,486
ROCKEFELLER BALANCED FUND LP (K-1)P2013-06-012016-12-31$45,717$0$0$45,717$0$0$0$45,717
FieldValueIRS element (for citing)
Capital Gain Net Income$33,231CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$12,486NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$212,952AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,872,630NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036262DistributionYr1Rt
Adjusted Qlfy Distri Yr2$471,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,807,305NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.069301DistributionYr2Rt
Adjusted Qlfy Distri Yr3$379,829AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,752,479NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066029DistributionYr3Rt
Adjusted Qlfy Distri Yr4$221,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,741,774NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080605DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,138,531AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,028,717NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.375912DistributionYr5Rt
Total Distribution0.628109TotalDistributionRt
Average Distribution0.125622AverageDistributionRt
Net Vl Noncharitable Assets$5,286,799NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$664,138AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$723NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$664,861AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$261,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,445InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,445SubtotalAmt
Tax Based On Investment Income$1,445TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$391EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,500AppliedToEsTaxAmt
Total Payments And Credits$2,891TotalPaymentsAndCreditsAmt
Original Return Overpayment-$2,891OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Overpayment$1,420OverpaymentAmt
Applied To ES Tax$1,420AppliedToESTaxAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER SCANNELLIndividualWithBooksNm
Phone2038696734PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line143 ARCH STREETAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
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
70 ZACCHEUS MEAD LANEGREENWICHCT06831TRUSTEE1.00$0$0$0
JEAN G SCANNELL
70 ZACCHEUS MEAD LANEGREENWICHCT06831TRUSTEE1.00$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$5,310,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,590AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,367,309TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,367,309AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$80,510CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,286,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$264,340MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$264,340MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,445TaxBasedOnInvestmentIncomeAmt
Total Tax$1,445TotalTaxAmt
Distributable Before Adj$262,895DistributableBeforeAdjAmt
Distributable Before Ded$262,895DistributableBeforeDedAmt
Distributable As Adjusted$262,895DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$261,500ExpensesAndContributionsAmt
Qualifying Distributions$261,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$261,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$262,895DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,138,600ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$84,277ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$99,563ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$132,421ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,454,861TotalExcessDistributionCyovAmt
Qualifying Distributions$261,500QualifyingDistributionsAmt
Applied To Current Year$261,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,395ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,395ExcessDistributionCyovAppCYAmt
Total Corpus$1,453,466TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,137,205ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$316,261ExcessDistriCyovToNextYrAmt
Excess From Year4$84,277ExcessFromYear4Amt
Excess From Year3$99,563ExcessFromYear3Amt
Excess From Year2$132,421ExcessFromYear2Amt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTL MEDICAL CORP
12400 WILSHIRE BLVDLOS ANGELESCA90904PUBLICSERVICES & TRAININGHEALTH CARE$10,000
ST JOSEPH'S PARENTING CENTER
566 ELM STREETSTAMFORDCT06902PUBLICFAMILIES THROUGHSTRENGTHENINGPARENT EDUCATION$25,000
ABILIS INC
50 GLENVILLE STREETGREENWICHCT06831PUBLICSERVICES FOR PEOPLE WITHDEVELOPMENTAL DISABILITIES$5,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755PUBLICGENERAL FUND$100,000
NEIGHBORS LINK
75 SELLECK STSTAMFORDCT06902PUBLICIMMIGRANTS INTOINTEGRATION OFCOMMUNITY$15,000
SMITH COLLEGE
10 ELM STREETNORTHAMPTONMA01060PUBLICGENERAL FUND$25,000
CLICC-CT APPLESEED
141 FRANKLIN STREETSTAMFORDCT06901PUBLICINCARCERATED PARENTS ANDCONNECTING THROUGH LITERACYTHEIR CHILDREN$10,000
DREAMYARD
1085 WASHINGTON AVENUEBRONXNY10456PUBLICOPPORTUNITY THROUGH THE ARTSBUILDS PATHWAYS TO EQUITY AND$10,000
THE WATERSIDE SCHOOL
77 PACIFIC STREETSTAMFORDCT06902PUBLICOF INCOME OR CIRCUMSTANCERIGOROUS EDUCATION REGARDLESS$1,000
A BETTER CHANCE
253 W35TH STREETNEW YORKNY10001PUBLICFOR LOW INCOME STUDENTSEDUCATIONAL OPPORTUNITIESFOSTER TOWN PRIDE$50,000
TEACH FOR AMERICA
25 BROADWAYNEW YORKNY10004PUBLICFOR LOW INCOMERECRUITING TEACHERSCOMMUNITIES$500
PLANNED PARENTHOOD
26 BLEECKER STREETNEW YORKNY10012PUBLICWOMEN'S HEALTH$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$261,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,135ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,063ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$58,198ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,198TotalIncomeProducingActyAmt

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 Line170 ZACCHEUS MEAD LANEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd
FieldValueIRS element (for citing)
Total Contributions$763,900TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property10,000 SHARES COMMON STOCK OF CRANE CONoncashPropertyDesc
Fair Market Value$763,900FairMarketValueAmt
Received2016-12-12ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RAYMOND JAMES (GENESEE & WYOMING)$1,930,946$3,258,553
ROCKEFELLER BALANCED FUND LP AND CRANE CO$2,563,965$2,978,302

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescROCKEFELLER K-1Desc
Revenue And Expenses Per Books$19,163RevenueAndExpensesPerBooksAmt
Net Investment Income$19,163NetInvestmentIncomeAmt
Adjusted Net Income$19,163AdjustedNetIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROCKEFELLER K-1Desc
Revenue And Expenses Per Books$1,063RevenueAndExpensesPerBooksAmt
Net Investment Income$1,063NetInvestmentIncomeAmt
Adjusted Net Income$1,063AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$1,380Amt

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