PHALAROPE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PHALAROPE FOUNDATION (EIN 04-6729068)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349106087
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:58:00-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller & Co LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Rockefeller Plaza 5th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101110212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046729068 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHALAROPE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KOZUSKO HARRIS DUNCAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WENDY GOLDNER | InCareOfNm |
| Business Name Control | PHAL | BusinessNameControlTxt |
| Phone | 2168969191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25201 CHAGRIN BLVD SUITE 370 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rebecca H Dent | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2168969191 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Rebecca H | PersonFirstNm |
| Person Last | Dent | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy S Goldner | PreparerPersonNm |
| PTIN | P00950323 | PTIN |
| Phone | 2125495100 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,797,840 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $129,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,838 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $698,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,523 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,019 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,019 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $28,051 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $28,051 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,112 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,112 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,718 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,718 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $30 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $30 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,148 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $48,181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,181 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $136,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $245,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $317,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,264 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $147,666 | CashBOYAmt |
| Cash EOY | $534,499 | CashEOYAmt |
| Cash EOYFMV | $534,499 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $50,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,560,489 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,490,916 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,213,341 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,758,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,075,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,797,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,738,163 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,758,155 | CapitalStockEOYAmt |
| Retained Earning BOY | $19,992 | RetainedEarningBOYAmt |
| Retained Earning EOY | $317,260 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,758,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,075,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,758,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,075,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,758,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $317,260 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,075,415 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,075,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| CHARCO NO 4 STCL | P | $3 | -$3 | -$3 | |
| CHARCO NO 4 LTCG | P | $44 | $44 | $44 | |
| WIF 6 STCG | P | $7,631 | $7,631 | $7,631 | |
| WIF 6 LTCG | P | $62,232 | $62,232 | $62,232 | |
| WIF 7 STCG | P | $3,929 | $3,929 | $3,929 | |
| WIF 7 LTCG | P | $29,756 | $29,756 | $29,756 | |
| WIF 8 STCG | P | $4,309 | $4,309 | $4,309 | |
| WIF 8 LTCG | P | $21,940 | $21,940 | $21,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,838 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $963 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $963 | SubtotalAmt |
| Tax Based On Investment Income | $963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,223 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $19,223 | TotalPaymentsAndCreditsAmt |
| Overpayment | $18,260 | OverpaymentAmt |
| Applied To ES Tax | $18,260 | 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 | OH | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY GOLDNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125495370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 ROCKEFELLER PLAZA 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| REBECCA H DENT | ||||||||
| C O KHD 25201 CHAGRIN BLVD STE 370 | BEACHWOOD | OH | 44122 | TRUSTEE | 0.3 | $5,019 | $0 | $0 |
| SABRINA GUTH | ||||||||
| C O KHD 25201 CHAGRIN BLVD STE 370 | BEACHWOOD | OH | 44122 | TRUSTEE | 0.3 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,089,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,353,879 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,353,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,288,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $963 | TotalTaxAmt |
| Distributable Before Adj | $213,466 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $213,466 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $213,466 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $245,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $112,496 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,688 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $85,822 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $150,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $439,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $213,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,534 | RemainingDistriFromCorpusAmt |
| Total Corpus | $471,378 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $112,496 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $358,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,688 | ExcessFromYear4Amt |
| Excess From Year2 | $85,822 | ExcessFromYear2Amt |
| Excess From Year1 | $150,838 | ExcessFromYear1Amt |
| Excess From Current Year | $31,534 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| West Harlem Environmental Action Inc | ||||||
| 271 W 125th Street Ste 308 | New York | NY | 10027 | None | General | $10,000 |
| African Communities Together | ||||||
| 127 West 127th Street Suite 221 | New York | NY | 10027 | None | General | $10,000 |
| Dublin Community Center | ||||||
| 1123 Main Street | Dublin | NH | 03444 | None | General | $10,000 |
| Communities Organizing Latinx Power and Action | ||||||
| 3702 E Lake Street | Minneapolis | MN | 55406 | None | General | $30,000 |
| Gardeneers | ||||||
| 3333 S Iron Street | Chicago | IL | 60608 | None | General | $10,000 |
| Hondurans Against AIDS | ||||||
| 324 151 Street | Bronx | NY | 10451 | None | ONECA Program and Casa Yurumein Project | $40,000 |
| Hundred Nights Inc | ||||||
| P O Box 833 | Keene | NH | 03431 | None | General | $10,000 |
| Southwest Organizing Project | ||||||
| 2558 W 63rd Street | Chicago | IL | 60629 | None | General | $10,000 |
| Northern Illinois University Foundation | ||||||
| 5500 N Saint Louis Ave | Chicago | IL | 60625 | None | GHRAD project | $10,000 |
| Refugees International | ||||||
| 1705 N Street NW | Washington | DC | 20036 | None | General | $50,000 |
| We Count | ||||||
| P O Box 344116 | Florida City | FL | 33034 | None | General | $30,000 |
| All Saints Church | ||||||
| 750 Concourse Vlg West | Bronx | NY | 10451 | None | General | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 32 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $198,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,523 | 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 |
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 Person | Sabrina Guth | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o RTC NA P O Box 5016 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RCM - ACCOUNTING FEES | CategoryTxt |
| Amt | $8,112 | Amt |
| Net Investment Income | $8,112 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 5000 SHS TECCINO CAFFE, INC. | StockNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $50,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARCO. NO. 4 | $10,044 | $9,486 |
| WOODCOCK INVESTMENT FUND NO. 8 | $675,338 | $1,025,283 |
| WOODCOCK INVESTMENT FUND NO. 6 | $1,373,038 | $2,270,164 |
| WOODCOCK INVESTMENT FUND NO. 7 | $432,496 | $908,408 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KHD FEES | CategoryTxt |
| Legal Fees | $28,051 | LegalFeesAmt |
| Net Investment Income | $28,051 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PORTFOLIO DEDUCTIONS THRU PART | $45,818 | $45,818 |
| STATE OF OH REGISTRATION FEES | $200 | $200 |
| SUBSCRIPTION | $2,160 | $2,160 |
| CHARCO NO. 4 | $3 | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WIF 7 | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NORTHERN TRUST CUSTODY FEES | $375 | $375 |
| INVESTMENT ADVISORY FEES | $1,313 | $1,313 |
| CONSULTING FEES | $36,000 | $36,000 |
| BANK FEES | $30 | $30 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sabrina Guth | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o RTC NA P O Box 5016 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAXES ON INVEST | $2,148 | $2,148 |
| EXCISE TAXES - PRIOR YEAR | $7,000 | |
| BACKUP WITHHOLDINGS | $4 |