WINTHROP ROCKEFELLER FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WINTHROP ROCKEFELLER FOUNDATION (EIN 71-0285871)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-11
IRS object ID: 201142239349100769
Schema version: 2010v3.2
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
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-11T13:37:55-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JPMS COX PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	11300 CANTRELL ROAD SUITE 301	AddressLine1
City	LITTLE ROCK	City
State	AR	State
ZIP Code	72212	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	710285871	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE WINTHROP ROCKEFELLER FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WINT	NameControl
Phone	5013766854	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	225 EAST MARKHAM STREET NO 200	AddressLine1
City	LITTLE ROCK	City
State	AR	State
ZIP Code	72201	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ANDREA M DOBSON	Name
Title	COFO	Title
Phone	5013766854	Phone
Date Signed	2011-08-08	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARY ELLEN VANGILDER	Name
Phone	5012275800	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	134561780	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	109000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	753542	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	753542	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	0	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	2373244	DividendsRevAndExpnss
Dividends Net Invst Incm	2373244	DividendsNetInvstIncm
Dividends Adj Net Incm	0	DividendsAdjNetIncm
Gross Rents Rev And Expnss	0	GrossRentsRevAndExpnss
Gross Rents Net Invst Incm	0	GrossRentsNetInvstIncm
Gross Rents Adj Net Incm	0	GrossRentsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	10058225	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	77539135	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	10058225	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	0	NetSTCGAdjNetIncm
Income Modifications Adj Net Incm	0	IncomeModificationsAdjNetIncm
Gross Sales Less Returns And Allwnc	0	GrossSalesLessReturnsAndAllwnc
Cost Of Goods Sold	0	CostOfGoodsSold
Gross Profit Rev And Expnss	0	GrossProfitRevAndExpnss
Gross Profit Adj Net Incm	0	GrossProfitAdjNetIncm
Other Income Rev And Expnss	50395	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	50395	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	0	OtherIncomeAdjNetIncm
Total Revenue And Expenses	13344406	TotalRevenueAndExpenses
Total Net Investment Income	13235406	TotalNetInvestmentIncome
Total Adjusted Net Income	0	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	511138	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	57957	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	0	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	453181	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	373309	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	0	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	373309	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	244428	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	10061	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	0	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	234367	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	18702	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	18702	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	52542	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	13000	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	39542	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	968696	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	761386	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	0	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	207310	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	15374	InterestRevAndExpnss
Interest Net Invst Incm	15374	InterestNetInvstIncm
Interest Adj Net Incm	0	InterestAdjNetIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	251549	TaxesRevAndExpnss
Taxes Net Invst Incm	19658	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	64807	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm	0	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	132452	OccupancyRevAndExpnss
Occupancy Net Invst Incm	0	OccupancyNetInvstIncm
Occupancy Adj Net Incm	0	OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps	132452	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	27742	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	890	TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm	0	TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	26852	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	53105	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm	0	PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps	53105	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	554791	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	95336	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	411772	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	3268635	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	973662	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1950592	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2535163	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	5189709	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	5803798	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	973662	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	7140301	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	7540608	ExcessOfRevenueOverExpenses
Net Investment Income	12261744	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	4386169	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	4219959	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	4219959	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	1493	AccountsReceivable
Accounts Receivable BOY	36771	AccountsReceivableBOY
Accounts Receivable EOY	1493	AccountsReceivableEOY
Accounts Receivable EOYFMV	1493	AccountsReceivableEOYFMV
Investments Corp Stock BOY	81962415	InvestmentsCorpStockBOY
Investments Corp Stock EOY	88126741	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	88126741	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	34021381	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	36203297	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	36203297	InvestmentsCorpBondsEOYFMV
Land Building And Equipment Basis	519325	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	135713	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	339197	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	383612	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	383612	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	5559313	OtherAssetsBOY
Other Assets EOY	5626678	OtherAssetsEOY
Other Assets EOYFMV	5626678	OtherAssetsEOYFMV
Total Assets BOY	126305246	TotalAssetsBOY
Total Assets EOY	134561780	TotalAssetsEOY
Total Assets EOYFMV	134561780	TotalAssetsEOYFMV
Accounts Payable BOY	178418	AccountsPayableBOY
Accounts Payable EOY	220384	AccountsPayableEOY
Grants Payable BOY	8340761	GrantsPayableBOY
Grants Payable EOY	5738652	GrantsPayableEOY
Total Liabilities BOY	8519179	TotalLiabilitiesBOY
Total Liabilities EOY	5959036	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	117758375	UnrestrictedBOY
Unrestricted EOY	128582899	UnrestrictedEOY
Temporarily Restricted BOY	27692	TemporarilyRestrictedBOY
Temporarily Restricted EOY	19845	TemporarilyRestrictedEOY
Total Net Assets BOY	117786067	TotalNetAssetsBOY
Total Net Assets EOY	128602744	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	126305246	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	134561780	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	117786067	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	7540608	ExcessOfRevenueOverExpenses
Other Increases	3298194	OtherIncreases
Subtotal	128624869	Subtotal
Other Decreases	22125	OtherDecreases
Total Net Assets Fund Balances EOY	128602744	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (39 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
DREIHAUS SHORT TERM - SEE STMT 15A	P	9826600	9278377	548223	548223
DREIHAUS LONG TERM - SEE STMT 15A	P	527525	391141	136384	136384
EARNEST SHORT TERM - SEE STMT 15B	P	471781	388852	82929	82929
EARNEST LONG TERM - SEE STMT 15B	P	9874946	6803261	3071685	3071685
WASHINGTON SHORT TERM - SEE STMT 15C	P	1755992	1614828	141164	141164
WASHINGTON LONG TERM - SEE STMT 15C	P	2000575	1572981	427594	427594
KR CAPITAL SHORT TERM - SEE STMT 15D	P	202631	190807	11824	11824
KR CAPITAL LONG TERM - SEE STMT 15D	P	2980277	2586951	393326	393326
MARVIN & PALMER SHORT TERM - SEE STMT 15E	P	10120951	9988357	132594	132594
MARVIN & PALMER LONG TERM - SEE STMT 15E	P	2247156	1562782	684374	684374
ING SHORT TERM - SEE STMT 15F	P	2755968	2704552	51416	51416
ING LONG TERM - SEE STMT 15F	P	1702666	1510845	191821	191821
ING SHORT TERM CAPITAL CHANGES	P	33		33	33
ING LONG TERM CAPITAL CHANGES	P	17		17	17
ING FOREIGN EXCHANGE	P	2612		2612	2612
ING TRANSLATION LOSS	P		4659	-4659	-4659
INTECH LONG TERM - SEE STMT 15G	P	1044516	937242	107274	107274
PIMCO SHORT TERM - SEE STMT 15H	P	1100590	1077876	22714	22714
PIMCO LONG TERM - SEE STMT 15H	P	5899410	5906790	-7380	-7380
ADVISORY RESEARCH SHORT TERM - SEE STMT 15I	P	851664	643757	207907	207907
ADVISORY RESEARCH LONG TERM - SEE STMT 15I	P	3249465	2515976	733489	733489
MFB NTGI COMMON DAILY	P	1738372	1764029	-25657	-25657
MFB NTGI-QM COM DAILY	P	11767418	10345136	1422282	1422282
MFB NTGI COMMON DAILY	P	5261628	5245039	16589	16589
NTGI AGGREGATE BOND INDEX - P/T FROM COMMON TRUST	P	101223		101223	101223
NTGI-QM S&P 500 - PASSTHROUGH FROM COMMON TRUST	P		13476	-13476	-13476
NTGI-QM S&P 500 - PASSTHROUGH FROM COMMON TRUST	P	58372		58372	58372
NTGI AGGREGATE BOND INDEX - P/T FROM COMMON TRUST	P	512519		512519	512519
PASSTHROUGH: INTECH GROWTH FUND ST - SEE STMT 16A	P	411146		411146	411146
PASSTHROUGH: INTECH GROWTH FUND LT - SEE STMT 16A	P	335876		335876	335876
PASSTHROUGH: KKR FIN. HOLDINGS ST - SEE STMT 16B	P	9896		9896	9896
PASSTHROUGH: KKR FIN. HOLDINGS LT - SEE STMT 16B	P	4755		4755	4755
KKR FINANCIAL HOLDINGS	P	245729	292580	-46851	-46851
PASSTHROUGH: ATLAS PIPELINE PTNRS - SEE STMT 16C	P		157	-157	-157
ATLAS PIPELINE PARTNERS LP	P	123048	135916	-12868	-12868
PASSTHROUGH: FUND FOR AR FUTURE - SEE STMT 16D	P		97	-97	-97
PASSTHROUGH: ATLAS PIPELINE PTRNS - SEE STMT 16C	P	12562		12562	12562
OFFICE EQUIPMENT (DESK)	P	1000	4446	-3446	-3446
CAPITAL GAINS DIVIDENDS	P	340216		340216	340216

Field	Value	IRS element (for citing)
Capital Gain Net Income	10058225	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	8037938	QualifyingDistributionsYear1
Noncharitable Assets Year1	106264684	NoncharitableAssetsYear1
Distribution Ratio Year1	0.075641	DistributionRatioYear1
Qualifying Distributions Year2	9439112	QualifyingDistributionsYear2
Noncharitable Assets Year2	127553697	NoncharitableAssetsYear2
Distribution Ratio Year2	0.074001	DistributionRatioYear2
Qualifying Distributions Year3	7750315	QualifyingDistributionsYear3
Noncharitable Assets Year3	145834976	NoncharitableAssetsYear3
Distribution Ratio Year3	0.053144	DistributionRatioYear3
Qualifying Distributions Year4	7413466	QualifyingDistributionsYear4
Noncharitable Assets Year4	137279352	NoncharitableAssetsYear4
Distribution Ratio Year4	0.054003	DistributionRatioYear4
Qualifying Distributions Year5	8690005	QualifyingDistributionsYear5
Noncharitable Assets Year5	131010770	NoncharitableAssetsYear5
Distribution Ratio Year5	0.066330	DistributionRatioYear5
Total Distribution Ratio	0.323119	TotalDistributionRatio
Average Distribution Ratio	0.064624	AverageDistributionRatio
Net Noncharitable Assets	118410948	NetNoncharitableAssets
Adjusted Noncharitable Assets	7652189	AdjustedNoncharitableAssets
One Percent Net Investment Income	122617	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	7774806	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	7415301	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	245235	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	245235	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	245235	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	225914	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	30000	TaxPaidWithExtension
Total Credits And Payments	255914	TotalCreditsAndPayments
Overpayment	10679	Overpayment
Amount Credited To Next Year	10679	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	AR	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	WWW.WRFOUNDATION.ORG/WWW.GUIDESTAR.ORG	WebsiteAddress
Books In Care Of Person Name	ANDREA M DOBSON	BooksInCareOfPersonName
Books In Care Of Phone Number	5013766854	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 EAST MARKHAM STREET STE 200	AddressLine1
City	LITTLE ROCK	City
State	AR	State
ZIP Code	72201	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	1	BusinessHoldings
Excess Business Holdings	0	ExcessBusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (17 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
SHERECE WEST
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	PRESIDENT & CEO	40.00	230132	33527	0
ANDREA M DOBSON
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	COFO	40.00	174721	33541	0
RALPH CHRISTY
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.12	0	0	0
DAN RAINEY
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	CHAIR	3.36	0	0	0
LORI VILLAROSA
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.58	0	0	0
LISENNE ROCKEFELLER
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	VICE-CHAIRMAN	1.93	0	0	0
CYNTHIA EAST
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.62	0	0	0
J BAXTER SHARP
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	CHAIR-ELECT	3.02	0	0	0
WILLIAM J BYNUM
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.68	0	0	0
PAMELA C HAMM
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	BOARD SECRETARY	40.00	31074	6238	0
DIANA GONZALES WORTHEN
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.25	0	0	0
ANDRE GUERRERO
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.62	0	0	0
YVETTE MURPHY-ERBY
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.16	0	0	0
TOYCE NEWTON
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.89	0	0	0
PLEDGER E MONK III
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.90	0	0	0
PHILLIP N BALDWIN
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	DIRECTOR	2.30	0	0	0
REGAN GRUBER MOFFITT
225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	BOARD SECRETARY	40.00	75211	14836	0

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (4 entries)

NameName	Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Average Hours Per WeekAverageHoursPerWeek	CompensationCompensation	Employee BenefitsEmployeeBenefits
CORY ANDERSON	225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	VICE-PRESIDENT	40.00	132908	22672
ANGELA KREMERS	225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	SENIOR PROGRAM ASSOC	40.00	92554	18079
RACHEL ROSENBERG	225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	PROGRAM ASSISTANT	40.00	51063	10048
APRIL STEWARD	225 EAST MARKHAM STREET STE 200	LITTLE ROCK	AR	72201	ASSISTANT TO THE COF	40.00	45564	8739

Field	Value	IRS element (for citing)
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Type Of ServiceTypeOfService	CompensationCompensation
KR CAPITAL ADVISORS INC
445 PARK AVENUE STE 1501	NEW YORK	NY	10022	INVESTMENT MANAGEMENT	156372
THE NORTHERN TRUST COMPANY
50 SOUTH LASALLE ST	CHICAGO	IL	60675	INVESTMENT CUSTODY/ MANAGEMENT SERVICES	117094
HEWITT ENNISKNUPP INC AN AON COMPAN
4130 PARKLAKE AVENUE STE 110	RALEIGH	NC	27612	INVESTMENT ADVISING	115941
GARLAND A YATES
4 PARK AVENUE STE 200	GAITHERSBURG	MD	20877	PROGRAM CONSULTING - PLACE-BASED STRATEGIES	106526
ADVISORY RESEARCH INC
180 N STETSON STE 5500	CHICAGO	IL	60601	INVESTMENT MANAGEMENT	91971

Field	Value	IRS element (for citing)
Tot Number Of Cntrct Paid Over50k	2	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	SEE STATEMENT 18	Description1
Expenses1	206730	Expenses1
Description2	SEE STATEMENT 18	Description2
Expenses2	62659	Expenses2
Description3	SEE STATEMENT 18	Description3
Expenses3	50108	Expenses3
Description4	SEE STATEMENT 18	Description4
Expenses4	41793	Expenses4

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	FUND FOR ARKANSAS' FUTURE(INVESTMENT STILL HELD AS OF 12/31/2010)	Description1
Amount1	75000	Amount1
Description2	FINANCING OZARKS RURAL GROWTH & ECONOMY (FORGE)PRI LOAN GRANTED DURING 2010	Description2
Amount2	200000	Amount2
Total	275000	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	116387764	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	3826396	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	120214160	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	120214160	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1803212	CashDeemedCharitable
Net Noncharitable Assets	118410948	NetNoncharitableAssets
Minimum Investment Return	5920547	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	5920547	MinimumInvestmentReturn
Tax Based On Investment Income	245235	TaxBasedOnInvestmentIncome
Total Tax	245235	TotalTax
Distributable Amount Before Adj	5675312	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	183695	RecoveriesQlfyDistributions
Distributable Amount Before Ded	5859007	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	5859007	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	7140301	ExpensesAndContributions
Program Related Investments Total	275000	ProgramRelatedInvestmentsTotal
Qualifying Distributions	7415301	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	7415301	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	5859007	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	519313	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	2717413	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	2272839	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	5509565	TotalExcessDistriCarryover
Qualifying Distributions	7415301	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	5859007	AppliedToCurrentYear
Remaining Distri From Corpus	1556294	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	7065859	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	175750	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	6890109	ExcessDistriCyovToNextYear
Excess From Year3	519313	ExcessFromYear3
Excess From Year2	2717413	ExcessFromYear2
Excess From Year1	2272839	ExcessFromYear1
Excess From Current Year	1380544	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	ONLINE AT WWWWRFOUNDATIONORG	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 EAST MARKHAM STREET SUITE 200	AddressLine1
City	LITTLE ROCK	City
State	AR	State
ZIP Code	72201	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	5013766854	RecipientPhoneNumber
Form And Info And Materials	SEE STATEMENT 19	FormAndInfoAndMaterials
Submission Deadlines	SEE STATEMENT 19	SubmissionDeadlines
Restrictions On Awards	SEE STATEMENT 19	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE STATEMENT 20	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	VARIOUS	AddressLine1
City	LITTLE ROCK	City
State	AR	State
ZIP Code	72201	ZIPCode

Field	Value	IRS element (for citing)
Purpose Of Grant Or Contribution	SEE STATEMENT 18	PurposeOfGrantOrContribution
Amount	$5,189,709	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	5189709	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE STATEMENT 20	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	VARIOUS	AddressLine1
City	LITTLE ROCK	City
State	AR	State
ZIP Code	72201	ZIPCode

Field	Value	IRS element (for citing)
Purpose Of Grant Or Contribution	SEE STATEMENT 18	PurposeOfGrantOrContribution
Amount	$1,407,305	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	1407305	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$753,542	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,373,244	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Business Code	511130	BusinessCode
Unrelated Business Income	$132	UnrelatedBusinessIncomeAmount
Exclusion Code	18	ExclusionCode
Exclusion	$50,263	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$10,058,225	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$132	UnrelatedBusinessIncomeAmount
Exclusion	$13,235,274	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	13235406	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
1	TRUST UW WINTHROP ROCKEFELLER	2230 COTTONDALE LANE SUITE 6	LITTLE ROCK	AR	72202	89000	X
2	ANNIE CASEY FOUNDATION ARKANSAS CHA	701 ST PAUL STREET	BALTIMORE	MD	21202	20000	X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES - SEE ATTACHED DETAILS	Category
Amount	$52,542	Amount
Net Investment Income	13000	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	39542	DisbursementsCharitablePrps

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

Field	Value	IRS element (for citing)
Name	OFFICE EQUIPMENT (DESK)	Name
How Acquired	PURCHASED	HowAcquired
Sales Expense	0	SalesExpense

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
NTGI BOND FUND - SEE STATEMENT 12A	11997578	11997578
PIMCO FIXED INCOME FUND - SEE STATEMENT 12B	12191768	12191768
CCM FIXED INCOME FUND - SEE STATEMENT 12C	12013951	12013951

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (11 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
EARNEST	0	0
ARTISAN - SEE STATMENT 11A	6335121	6335121
KR CAPITAL - SEE STATEMENT 11B	19433189	19433189
WASHINGTON - SEE STATEMENT 11C	4793058	4793058
DREIHAUS - SEE STATEMENT 11D	4879766	4879766
GMO INT'L FUND - SEE STATEMENT 11E	6098326	6098326
MARVIN & PALMER - SEE STATEMENT 11F	9638972	9638972
INTECH - SEE STATEMENT 11G	9866417	9866417
ING CLARION REITS - SEE STATEMENT 11H	6200897	6200897
ADVISORY RESEARCH EQUITIES - SEE STATEMENT 11I	9560291	9560291
HERNDON CAPITAL EQUITIES - SEE STATEMENT 11J	11320704	11320704

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES - SEE ATTACHED DETAILS	Category
Amount	$18,702	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	18702	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (4 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
PROGRAM RELATED INVESTMENTS	5360043	5429837	5429837
ACCRUED INTEREST RECEIVABLE	177615	175125	175125
WRCT IN LIEU OF GRANT RECEIVABLE	22250	22250	22250
OTHER ASSETS	-595	-534	-534

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
CASH VERSUS ACCRUAL BASIS ON INTEREST	$1,302
DIAMOND STATE VENTURES II, L.P.	$20,823

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (16 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INSURANCE	16547	0	16547
POSTAGE	3360	0	3360
DUES & SUBSCRIPTIONS	31459	0	31459
OFFICE EXPENSES	75115	0	75115
PROGRAM EXPENSES	259498	0	259498
ACCRUAL TO CASH CONVERSION	0	0	-47521
PASSTHROUGH PORTFOLIO DEDUCTIONS	8897	8735	0
TRAINING	177	0	177
CONVENTIONS AND MEETINGS	3538	0	3538
PROFESSIONAL DEVELOPMENT	39698	0	39698
EMPLOYEE SEARCH EXPENSE	1454	0	1454
TRUSTEE OPERATIONS EXPENSE	28447	0	28447
PASSTHROUGH LOSSES - FUND FOR ARKANSAS FUTURE	49068	49068	0
PASSTHROUGH LOSSES - DIAMOND STATE VENTURES II, L.P.	23402	23402	0
PASSTHROUGH LOSSES - KKR FINANCIAL	-641	-641	0
PASSTHROUGH LOSSES - ATLAS PIPELINE PARTNERS LP	14772	14772	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
NT BOND FUND TRUST MISCELLANEOUS INVESTMENT INCOME	5448	5448
ROYALTY INCOME	132	132
MISCELLANEOUS INCOME- SECURITES SETTLEMENTS	14730	14730
ORDINARY GAIN ON DISPOSAL OF KKR FINANCIAL HOLDINGS	16214	16214
ORDINARY GAIN ON DISPOSAL OF ATLAS PIPELINE PARTNERS LP	13871	13871

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (4 entries)

DescriptionDescription	AmountAmount
UNREALIZED GAINS/(LOSSES) ON INVESTMENTS	$3,241,652
FUND FOR ARKANSAS' FUTURE, LLC	$49,090
KKR FINANCIAL HOLDINGS LLC	$7,448
ATLAS PIPELINE PARTNERS LP	$4

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (18 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT OVERSIGHT	$115,251	115251	0
INVESTMENT MGMT FEES - DRIEHAUS	$37,864	37864	0
MANAGEMENT FEES - REITS	$60,923	60923	0
INVESTMENT MGMT FEES - WASHINGTON	$42,398	42398	0
INVESTMENT MGMT FEES - MARVIN & PALMER	$67,612	67612	0
INVESTMENT MGMT FEES - INTECH	$44,516	44516	0
INVESTMENT MGMT FEES - EARNEST	$27,711	27711	0
INVESTMENT MGMT FEES - KR CAPITAL	$156,372	156372	0
INVESTMENT MGMT FEES - NORTHERN TRUST	$11,694	11694	0
INVESTMENT MGMT FEES - ADVISORY RESEARCH	$91,971	91971	0
CUSTODIAL BANK FEES	$100,854	100854	0
AGENCY FEES - DREIHAUS	$1,054	1054	0
ADVISORY FEES - KR CAPITAL	$173	173	0
TRUSTEE FEES- NT BOND INDEX FUND	$2,993	2993	0
PROGRAM EVALUATION	$19,313	0	19313
CONSULTING FEES	$65,142	0	65142
CONSULTING FEES - PROGRAM	$58,946	0	58946
COMMUNICATIONS SUPPORT - PROGRAM	$63,909	0	63909

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL EXCISE TAX	$231,891	0	0	0
FOREIGN TAXES	$19,658	19658	0	0

WINTHROP ROCKEFELLER FOUNDATION: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (39 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (17 entries)

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (4 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (11 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (4 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (16 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (4 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (18 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments