ROCK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROCK FOUNDATION (EIN 06-1603870)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-26
- IRS object ID
- 201632709349100003
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-26T10:21:58-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MISHKIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4249 NW 64TH DRIVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061603870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 2038696734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 ZACCHEUS MEAD LANE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER O SCANNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2038696734 | PhoneNum |
| Signature | 2016-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL MISHKIN CPA | PreparerPersonNm |
| Phone | 5612457408 | PhoneNum |
| Preparation | 2016-09-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,004,936 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $50,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,546 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,546 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $18,047 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $682 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $682 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $682 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $51,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,275 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,228 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,036 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $262 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $262 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,952 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $262 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $212,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,013 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,966 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $349,873 | CashBOYAmt |
| Cash EOY | $5,315 | CashEOYAmt |
| Cash EOYFMV | $5,315 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,877,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,058,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,999,621 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,227,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,063,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,004,936 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,227,792 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,063,820 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,227,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,063,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,227,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,063,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,227,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,972 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,063,820 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,063,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROCKEFELLER BALANCED FUND LP (K-1) | P | 2015-01-01 | 2015-12-31 | $0 | $0 | $17,282 | -$17,282 | $0 | $0 | $0 | -$17,282 |
| ROCKEFELLER BALANCED FUND LP (K-1) | P | 2013-06-01 | 2015-12-31 | $35,329 | $0 | $0 | $35,329 | $0 | $0 | $0 | $35,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,047 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,282 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $471,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,807,305 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069301 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $379,829 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,752,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $221,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,741,774 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,138,531 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,028,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.375912 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $444,075 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,517,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126256 | DistributionYr5Rt |
| Total Distribution | 0.718103 | TotalDistributionRt |
| Average Distribution | 0.143621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,872,630 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $843,433 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $844,123 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $212,952 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,380 | SubtotalAmt |
| Tax Based On Investment Income | $1,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $774 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,774 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,774 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $391 | OverpaymentAmt |
| Applied To ES Tax | $391 | AppliedToESTaxAmt |
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 | CT | 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 | PETER SCANNELL | IndividualWithBooksNm |
| Phone | 2038696734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 ARCH STREET | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PETER O SCANNELL | ||||||||
| 70 ZACCHEUS MEAD LANE | GREENWICH | CT | 06831 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEAN G SCANNELL | ||||||||
| 70 ZACCHEUS MEAD LANE | GREENWICH | CT | 06831 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,784,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,962,061 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,962,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,872,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,380 | TotalTaxAmt |
| Distributable Before Adj | $292,252 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $212,952 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $212,952 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $212,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,252 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $268,144 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,138,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,277 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,563 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,723,005 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $212,952 | QualifyingDistributionsAmt |
| Applied To Current Year | $212,952 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $79,300 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $79,300 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,643,705 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $188,844 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,454,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,138,600 | ExcessFromYear4Amt |
| Excess From Year3 | $84,277 | ExcessFromYear3Amt |
| Excess From Year2 | $99,563 | ExcessFromYear2Amt |
| Excess From Year1 | $132,421 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER O SCANNELL | ContributingManagerNm |
| Contributing Manager | JEAN G SCANNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INTL MEDICAL CORP | ||||||
| 12400 WILSHIRE BLVD | LOS ANGELES | CA | 90904 | PUBLIC | SERVICES & TRAININGHEALTH CARE | $10,000 |
| ST JOSEPH'S PARENTING CENTER | ||||||
| 566 ELM STREET | STAMFORD | CT | 06902 | PUBLIC | FAMILIES THROUGHSTRENGTHENINGPARENT EDUCATION | $5,000 |
| ABILIS INC | ||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | PUBLIC | SERVICES FOR PEOPLE WITHDEVELOPMENTAL DISABILITIES | $3,952 |
| GREENWICH SPANISH SCHOOL | ||||||
| 6 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | PUBLIC | ACADEMICEXCELLENCE | $1,000 |
| DARTMOUTH RUGBY | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | PUBLIC | WOMEN'S RUGBY | $25,000 |
| DARTMOUTH COLLEGE | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | PUBLIC | GENERAL FUND | $100,000 |
| NEIGHBORS LINK | ||||||
| 75 SELLECK ST | STAMFORD | CT | 06902 | PUBLIC | IMMIGRANTS INTOINTEGRATION OFCOMMUNITY | $30,000 |
| SMITH COLLEGE | ||||||
| 10 ELM STREET | NORTHAMPTON | MA | 01060 | PUBLIC | GENERAL FUND | $10,000 |
| BOYS AND GIRLS CLUB OF GREENWICH | ||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | PUBLIC | CITIZENSHIPBUILDING CHARACTER,AND EDUCATION | $1,000 |
| AMERICAN FARM SCHOOL | ||||||
| 1133 BROADWAY | NEW YORK | NY | 10010 | PUBLIC | EDUCATIONAL OPPORTUNITIESFOR RURAL GREECE | $1,000 |
| US WRESTLING FOUNDATION | ||||||
| 35 CANOE BROOK ROAD | SHORT HILLS | NJ | 07078 | PUBLIC | SUPPORTINGAMATEUR WRESTLING | $1,000 |
| DARTMOUTH RUGBY FOOTBALL TEAM | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | PUBLIC | SUPPORT OF COLLEGERUGBY | $10,000 |
| GREENWICH TOWN PARTY | ||||||
| GREENWICH AVENUE | GREENWICH | CT | 06830 | PUBLIC | FOSTER TOWN PRIDE | $5,000 |
| TEACH FOR AMERICA | ||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | PUBLIC | FOR LOW INCOMERECRUITING TEACHERSCOMMUNITIES | $5,000 |
| PLANNED PARENTHOOD | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PUBLIC | WOMEN'S HEALTH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,952 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,546 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,228 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,228 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES (GENESEE & WYOMING) | $1,742,023 | $2,520,477 |
| ROCKEFELLER BALANCED FUND | $2,316,482 | $2,479,144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AYCO FEES | $105 | $105 | $105 |
| ROCKEFELLER K-1 | $157 | $157 | $157 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROCKEFELLER K-1 | Desc |
| Revenue And Expenses Per Books | $682 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $682 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $1,036 | Amt |
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