GREENACRE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GREENACRE FOUNDATION (EIN 13-2621502)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-12-04
- IRS object ID
- 201903389349100700
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-04T09:50:12-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132621502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greenacre Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SOFIA LEE | InCareOfNm |
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2125495373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RTC NA PO BOX 5016 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY S RAPOPORT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126495360 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sofia Y Lee | PreparerPersonNm |
| PTIN | P01394322 | PTIN |
| Phone | 2125495100 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.244.97.116 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26447020193385000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-12-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08233CECEA3B67585A35730DF1545CF59265C97D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 08233CECEA3B67585A35730DF1545CF59265C97D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,544,939 | 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 | $56,632 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $772,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $772,611 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $772,611 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,091,843 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,292,904 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,091,843 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $53,070 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $656,873 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $591,327 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$8,528 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,577,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,455,781 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $817,153 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,665 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,665 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $122,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $61,408 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $61,408 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $61,407 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $239,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $239,867 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $239,867 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $44,305 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $11,888 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $40,558 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $58,224 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $58,224 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,293,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,293,767 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,883,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $301,275 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,508,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,104 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,104 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,936,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $301,275 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,562,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $641,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,154,506 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $515,878 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,000 | CashBOYAmt |
| Cash EOY | $32,000 | CashEOYAmt |
| Cash EOYFMV | $32,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $895,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $776,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $776,494 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $548,304 | AcctRcvblAmt |
| Acct Rcvbl BOY | $624,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $548,304 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $548,304 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,572,701 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,887,429 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,915,960 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,152,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,713,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,503,299 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,967,764 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,186,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,112,571 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,116,399 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $900,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,808,043 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,430,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,581,766 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,888,826 | LandBOYAmt |
| Land EOY | $1,848,268 | LandEOYAmt |
| Land EOYFMV | $1,848,268 | LandEOYFMVAmt |
| Total Assets BOY | $32,248,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,892,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,544,939 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $259,946 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $326,169 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $259,946 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $326,169 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,708,203 | UnrestrictedBOYAmt |
| Unrestricted EOY | $32,566,583 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,708,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,566,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,968,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,892,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,708,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $641,654 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,349,857 | SubtotalAmt |
| Other Decreases | $8,783,274 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,566,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| S/T CAP GAIN LOSS - JPM (SEE ATTACHED) | P | $3,351,628 | $3,291,023 | $51,207 | $60,605 |
| L/T CAP GAIN LOSS - JPM (SEE ATTACHED) | P | $6,444,312 | $5,603,361 | $874,812 | $840,951 |
| L/T CAP GAIN LOSS - JPM (SEE ATTACHED) | P | $157,376 | $140,191 | $17,185 | $17,185 |
| L/T CAP GAIN LOSS - JPM (SEE ATTACHED) | P | $342,203 | $347,793 | -$5,590 | -$5,590 |
| S/T CAP GAIN LOSS - STATE STREET (SEE ATTACHED) | P | $667,716 | $674,181 | -$7,470 | -$6,465 |
| L/T CAP GAIN LOSS - STATE STREET (SEE ATTAHCED) | P | $973,108 | $872,532 | $100,636 | $100,576 |
| L/T CAP GAIN LOSS - STATE STREET (SEE ATTACHED) | P | $54,639 | $17,277 | $37,362 | $37,362 |
| GAIN ON LITIGATION SETTLEMENTS | P | $18,031 | $18,031 | $18,031 | |
| S/T CAP GAIN LOSS - JPM (SEE ATTACHED) | $199,861 | $190,528 | $9,333 | $9,333 | |
| L/T CAP GAIN LOSS - STATE STREET (ATTACHED) | $84,030 | $84,673 | -$643 | -$643 | |
| OTHER LONG-TERM CAPITAL LOSS | $0 | $3,020 | -$3,020 | -$3,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,091,843 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $53,070 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,617,783 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,605,658 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044195 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,454,774 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,838,366 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042992 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,330,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,278,264 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037703 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,296,794 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,484,831 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036545 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,265,014 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,194,667 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039293 | DistributionYr5Rt |
| Total Distribution | 0.200728 | TotalDistributionRt |
| Average Distribution | 0.040146 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,660,213 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,511,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,545 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,533,452 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,562,055 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $21,545 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,545 | SubtotalAmt |
| Tax Based On Investment Income | $21,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,147 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $87,147 | TotalPaymentsAndCreditsAmt |
| Overpayment | $65,602 | OverpaymentAmt |
| Applied To ES Tax | $65,602 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | SOFIA LEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125495373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 ROCKEFELLER PL 5TH FLOOR | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (15 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ABBY O CAULKINS | |||||||||
| 1 ROCKEFELLER PLAZA | ROOM 2500 | NEW YORK | NY | 10020 | PRESIDENT | 0 | $0 | $0 | $0 |
| MARION G H GILLIAM | |||||||||
| ONE STATE STREET | NEW YORK | NY | 10015 | TRUSTEE | 0 | $0 | $0 | $0 | |
| LOIS CREMMINS | |||||||||
| 1 ROCKEFELLER PLAZA | ROOM 2500 | NEW YORK | NY | 10020 | EXEC DIRECTOR | 0 | $65,000 | $0 | $0 |
| KATHRYN M MCCARTHY | |||||||||
| 1 ROCKEFELLER PLAZA | ROOM 2500 | NEW YORK | NY | 10020 | TRUSTEE | 0 | $0 | $0 | $0 |
| JOSHUA DAVID | |||||||||
| 1 ROCKFELLER PLAZA room 2500 | NEW YORK | NY | 10020 | officer | 0 | $0 | $0 | $0 | |
| LAWRENCE S RAPOPORT | |||||||||
| 1 ROCKEFELLER PLAZA | ROOM 2500 | NEW YORK | NY | 10020 | TREASURER | 0 | $0 | $0 | $0 |
| CONSTANTINE SIDAMON-ERISTOFF | |||||||||
| 120 EAST END AVENUE | NEW YORK | NY | 10028 | TRUSTEE | 0 | $0 | $0 | $0 | |
| NICHOLAS QUENNELL | |||||||||
| 118 WEST 22ND ST 12TH FLOOR | NEW YORK | NY | 10011 | TRUSTEE | 0 | $0 | $0 | $0 | |
| JAMES S SLIGAR | |||||||||
| ONE CHASE MANHATTAN PLAZA | NEW YORK | NY | 10005 | SECRETARY | 0 | $0 | $0 | $0 | |
| MARK SHAPIRO | |||||||||
| 1 ROCKEFELLER PLAZA | ROOM 2500 | NEW YORK | NY | 10020 | TRUSTEE | 0 | $0 | $0 | $0 |
| TIMOTHY W EVNIN | |||||||||
| ONE EAST MIDDLE PATENT ROAD | BEDFORD | NY | 10506 | TRUSTEE | 0 | $0 | $0 | $0 | |
| MARGOT CAMPBELL BOGERT | |||||||||
| 55 DAVIDS HILL ROAD | BEDFORD HILLS | NY | 10507 | TRUSTEE | 0 | $0 | $0 | $0 | |
| KALYNDA KLEMENTIS | |||||||||
| 1 ROCKEFELLER PLAZA | ROOM 2500 | NEW YORK | NY | 10020 | TRUSTEE | 0 | $0 | $0 | $0 |
| LISA HOULIHAN | |||||||||
| 1 ROCKEFELLER PLAZA | ROOM 2500 | NEW YORK | NY | 10020 | ASSISTANT SECRETARY | 0 | $0 | $0 | $0 |
| SEALY HOPKINSON | |||||||||
| 1 ROCKEFELLER PLAZA ROOM 2500 | NEW YORK | NY | 10020 | OFFICER | 0 | $0 | $0 | $0 | |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ROCKEFELLER PLAZA 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL FEES | ServiceTypeTxt |
| Compensation | $225,723 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GREENACRE FOUNDATION IS A NOT-FOR-PROFIT CHARITABLE CORPORATION EXISTING UNDER THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW AND IS CLASSIFIED AS A PRIVATE OPERATING | Description1Txt |
| Expenses1 | $1,293,767 | Expenses1Amt |
| Description2 | FOUNDATION AS DEFINED IN THE INTERNAL REVENUE CODE. THE FOUNDATION'S PRINCIPAL PURPOSE IS TO ESTABLISH, EQUIP, MAINTAIN AND OPERATE ONE OR MORE PARKS IN THE STATE OF NEW | Description2Txt |
| Description3 | YORK FOR THE BENEFIT OF THE GENERAL PUBLIC. PRESENTLY THE FOUNDATION OPERATES ONE PARK LOCATED ON EAST 51ST STREET, NEW YORK, NY. | Description3Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,900,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,068,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,264,170 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,233,719 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,233,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $573,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,660,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,883,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,562,055 | 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 | $1,562,055 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21,545 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,540,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,562,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1973-08-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $515,878 | CurrentYearAmt |
| Year1 | $594,451 | Year1Amt |
| Year2 | $403,829 | Year2Amt |
| Year3 | $370,530 | Year3Amt |
| Total | $1,884,688 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $438,496 | CurrentYearAmt |
| Year1 | $505,283 | Year1Amt |
| Year2 | $343,255 | Year2Amt |
| Year3 | $314,951 | Year3Amt |
| Total | $1,601,985 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,562,055 | CurrentYearAmt |
| Year1 | $1,644,743 | Year1Amt |
| Year2 | $1,472,731 | Year2Amt |
| Year3 | $1,330,083 | Year3Amt |
| Total | $6,009,612 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $53,104 | CurrentYearAmt |
| Year1 | $53,460 | Year1Amt |
| Year2 | $53,350 | Year2Amt |
| Year3 | $57,330 | Year3Amt |
| Total | $217,244 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,508,951 | CurrentYearAmt |
| Year1 | $1,591,283 | Year1Amt |
| Year2 | $1,419,381 | Year2Amt |
| Year3 | $1,272,753 | Year3Amt |
| Total | $5,792,368 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,255,341 | CurrentYearAmt |
| Year1 | $1,220,189 | Year1Amt |
| Year2 | $1,127,945 | Year2Amt |
| Year3 | $1,175,942 | Year3Amt |
| Total | $4,779,417 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE BATTERY CONSERVANCY | |||||||
| 1 NEW YORK PLAZA CONCOURSE | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $1,850 |
| MUNICIPAL ART SOCIETY | |||||||
| 488 MADISON AVE SUITE 19 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $50,110 |
| THE CULTURAL LANDSCAPE FOUNDATION | |||||||
| 1711 CONNECTICUT AVENUE NW SUITE 20 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CITY GARDENS CLUB OF NEW YORK CITY | |||||||
| 755 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $74 |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD STREET 23RD FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,104 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $772,611 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,091,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $656,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,521,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,521,327 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE HOWARD PHIPPS FOUNDATION | |||||||
| 1 | C/O BESSEMER TRUST COMPANY | WOODBRIDGE | NJ | 07095 | $5,000 | Yes (X) | |
| Charles and Abby O Caulkins | |||||||
| 2 | 825 Hardscrabble Road | Chappaqua | NY | 10514 | $51,382 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ROCKEFELLER & CO., INC. | $91,690 | $45,845 | $45,845 | $45,845 |
| CITRIN COOPERMAN AUDIT FEES | $31,125 | $15,563 | $15,563 | $15,562 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS (SEE ATTACHED | $3,186,438 | $3,112,571 |
| SCHEDULE) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS (SEE ATTACHED | $21,713,430 | $24,503,299 |
| SCHEDULE) |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,157,785 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,185,569 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,729,644 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,730,391 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS(SEE ATTAHCED SCH) | AT COST | $834,230 | $2,741,884 |
| OTHER - ROOM 2500 | AT COST | $66,159 | $66,159 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MILBANK TWEED HADLEY MCCLOY | CategoryTxt |
| Legal Fees | $18,665 | LegalFeesAmt |
| Disbursements Charitable Prps | $18,665 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $8,783,274 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OTHER EXPENSES (SEE ATTACHED | $1,293,767 | $1,293,767 |
| SCHEDULE) |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $656,873 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $591,327 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$8,528 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CHASE CUSTODY FEES | $10,608 | $10,608 | $10,608 |
| STATE STREET CUSTODY FEES | $37,426 | $37,426 | $37,426 |
| ROCKEFELLER & CO INC | $134,033 | $134,033 | $134,033 |
| OTHER INVESTMENT EXPENSES | $57,800 | $57,800 | $57,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $32,417 | $0 |
| EMPLOYER PAYROLL TAX | $11,530 | $11,530 |
| STATE TAX | $358 | $358 |
| FOREIGN TAX PAID | $0 | $0 |