GREENACRE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GREENACRE FOUNDATION (EIN 13-2621502)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349102059
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2016-11-15T11:51:45-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Rockefeller Plz 3rd Fl | AddressLine1Txt |
| City | NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | % LAWRENCE RAPOPORT | InCareOfNm |
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2125495360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | LAWRENCE RAPOPORT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126495360 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy S Goldner | PreparerPersonNm |
| PTIN | P00950323 | PTIN |
| Phone | 2125495100 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,703,879 | 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 | $70,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $672,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $672,882 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $672,882 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,890,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,471,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,890,475 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $155,822 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $155,822 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$26,126 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,789,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,719,179 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $646,756 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,312 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,312 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $113,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $56,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $56,850 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $56,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $219,376 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $219,376 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $219,376 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $65,250 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $65,250 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $40,558 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $3,731 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,731 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,076,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,076,810 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,589,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $276,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $276,226 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,272,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,646,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $276,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $276,226 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,330,083 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,142,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,442,953 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $370,530 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,200 | CashBOYAmt |
| Cash EOY | $23,022 | CashEOYAmt |
| Cash EOYFMV | $23,022 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,253,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $952,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $952,784 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $56,723 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $56,723 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $56,723 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,664,791 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,115,942 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,118,593 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,821,336 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,346,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,658,174 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,185,798 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,267,850 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,046,242 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $553,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $809,266 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,878,399 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,430,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,460,092 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,010,500 | LandBOYAmt |
| Land EOY | $1,969,942 | LandEOYAmt |
| Land EOYFMV | $1,969,942 | LandEOYFMVAmt |
| Total Assets BOY | $29,517,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,542,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,703,879 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $133,483 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,398 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $133,483 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,398 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $38,207,795 | UnrestrictedBOYAmt |
| Unrestricted EOY | $36,688,481 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,207,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,688,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,341,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,703,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,207,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,142,312 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,350,107 | SubtotalAmt |
| Other Decreases | $2,661,626 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,688,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| S/T - SEE ATTACHED STATE ST STMT A | $143,420 | $155,646 | -$12,226 | -$12,226 |
| L/T - SEE ATTACHED STATE ST STMT D | $1,200,648 | $1,069,289 | $131,359 | $131,359 |
| L/T - SEE ATTACHED STATE ST STMT E | $35,199 | $42,208 | -$7,009 | -$7,009 |
| S/T - SEE ATTACHED JPMORGAN STMT A | $6,469,260 | $6,647,989 | -$181,646 | -$178,729 |
| S/T - SEE ATTACHED JPMORGAN STMT C | $75,421 | $75,214 | $207 | $207 |
| L/T - SEE ATTACHED JPMORGAN STMT D | $3,879,390 | $2,931,089 | $967,578 | $948,301 |
| L/T - SEE ATTACHED JPMORGAN STMT E | $3,227,907 | $2,212,936 | $978,379 | $1,014,971 |
| L/T - SEE ATTACHED JPMORGAN STMT F | $434,994 | $398,301 | $37,090 | $36,693 |
| L/T GAIN ON LITIGATION SETTLEMENTS | $76 | $76 | $76 | |
| S/T F/X GAIN/LOSS (9120/1.2) | $359 | -$359 | -$359 | |
| L/T GAIN ON PARTNERSHIP W/D (9120/1.5) | $5,290 | $5,290 | $5,290 | |
| S/T GAIN/LOSS FOREIGN EXCHANGE (9120/1.2 &3) | $628 | -$628 | -$628 | |
| L/T GAIN/LOSS FROM 5500 FUND | $27,636 | -$27,636 | -$27,636 | |
| L/T GAIN/LOSS FROM ROCK CORE TAXABLE BD FD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,890,475 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$194,652 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,296,794 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,484,831 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036545 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,265,014 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,194,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,235,417 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,148,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042384 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,258,949 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,053,146 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043333 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,222,219 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,256,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044842 | DistributionYr5Rt |
| Total Distribution | 0.206397 | TotalDistributionRt |
| Average Distribution | 0.041279 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,278,264 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,456,251 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,430 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,480,681 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,330,083 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,859 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48,859 | SubtotalAmt |
| Tax Based On Investment Income | $48,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,995 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $55,995 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $72 | EsPenaltyAmt |
| Overpayment | $7,064 | OverpaymentAmt |
| Applied To ES Tax | $7,064 | 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 | LAWRENCE RAPOPORT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125495360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ROCKEFELLER PL 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ABBY O CAULKINS | ||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | PRESIDENT | 0 | $0 |
| MARION G H GILLIAM | ||||||
| ONE STATE STREET | NEW YORK | NY | 10015 | TRUSTEE | 0 | $0 |
| RUTH T KUHLMANN | ||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | EXEC DIRECTOR | 0 | $58,312 |
| KATHRYN M MCCARTHY | ||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | TRUSTEE | 0 | $0 |
| ABBY M ONEILL | ||||||
| 1 ROCKFELLER PLAZA | NEW YORK | NY | 10020 | VICE PRESIDENT | 0 | $0 |
| LAWRENCE S RAPOPORT | ||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | TREASURER | 0 | $0 |
| CONSTANTINE SIDAMON-ERISTOFF | ||||||
| 120 EAST END AVENUE | NEW YORK | NY | 10028 | TRUSTEE | 0 | $0 |
| NICHOLAS QUENNELL | ||||||
| 118 WEST 22ND ST 12TH FLOOR | NEW YORK | NY | 10011 | TRUSTEE | 0 | $0 |
| JAMES S SLIGAR | ||||||
| ONE CHASE MANHATTAN PLAZA | NEW YORK | NY | 10005 | SECRETARY | 0 | $0 |
| JOSEPHINE REYES | ||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | ASSISTANT SECRETARY | 0 | $0 |
| MARK SHAPIRO | ||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | TRUSTEE | 0 | $0 |
| TIMOTHY W EVNIN | ||||||
| ONE EAST MIDDLE PATENT ROAD | BEDFORD | NY | 10506 | TRUSTEE | 0 | $0 |
| MARGOT CAMPBELL BOGERT | ||||||
| 55 DAVIDS HILL ROAD | BEDFORD HILLS | NY | 10507 | TRUSTEE | 0 | $0 |
| KALYNDA KLEMENTIS | ||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | TRUSTEE | 0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER & COMPANY | 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 | $276,731 | 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 | $553,451 | 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 | $34,610,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,205,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,815,496 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,815,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $537,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,278,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,763,913 | 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 | $1,330,083 | 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 | $1,330,083 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,330,083 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,330,083 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
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 | $370,530 | CurrentYearAmt |
| Year1 | $465,833 | Year1Amt |
| Year2 | $492,013 | Year2Amt |
| Year3 | $812,462 | Year3Amt |
| Total | $2,140,838 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,951 | CurrentYearAmt |
| Year1 | $395,958 | Year1Amt |
| Year2 | $418,211 | Year2Amt |
| Year3 | $690,593 | Year3Amt |
| Total | $1,819,713 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,330,083 | CurrentYearAmt |
| Year1 | $1,296,794 | Year1Amt |
| Year2 | $1,265,014 | Year2Amt |
| Year3 | $1,235,417 | Year3Amt |
| Total | $5,127,308 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $57,330 | CurrentYearAmt |
| Year1 | $52,885 | Year1Amt |
| Year2 | $53,675 | Year2Amt |
| Year3 | $50,350 | Year3Amt |
| Total | $214,240 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,272,753 | CurrentYearAmt |
| Year1 | $1,243,909 | Year1Amt |
| Year2 | $1,211,339 | Year2Amt |
| Year3 | $1,185,067 | Year3Amt |
| Total | $4,913,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Assets | TotalAssetsGrp |
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 | $1,175,942 | CurrentYearAmt |
| Year1 | $1,182,828 | Year1Amt |
| Year2 | $1,073,155 | Year2Amt |
| Year3 | $971,603 | Year3Amt |
| Total | $4,403,528 | 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) |
|---|---|---|
| Contributing Manager | ABBY M ONEILL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE BATTERY CONSERVANCY | ||||||
| 1 NEW YORK PLAZA CONCOURSE | NEW YORK | NY | 10004 | NONE | GENERAL | $1,850 |
| THE MUNICIPAL ART SOCIETY | ||||||
| 488 MADISON AVE SUITE 19 | NEW YORK | NY | 10022 | NONE | GENERAL | $30 |
| New York Common Pantry | ||||||
| 8 E 109th ST | NEW YORK | NY | 10029 | NONE | general | $1,000 |
| New Yorkers for Parks | ||||||
| 355 Lexington Ave | New York | NY | 10017 | general | $1,350 | |
| NYC PARKS & REC | ||||||
| 16 WEST 61ST ST | NEW YORK | NY | 10023 | NONE | GARDENER PAYROLL | $39,500 |
| RIVERSIDE PARK FUND | ||||||
| 475 RIVERSIDE DRIVE SUITE 455 | NEW YORK | NY | 10115 | NONE | GARDENER PAYROLL | $12,000 |
| REV LINNETTE C WILLIAMSON MEMORIAL PARK ASSOC | ||||||
| 141 WEST 139TH ST C44 | NEW YORK | NY | 10030 | NONE | GENERAL | $1,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,330 | 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 | $672,882 | 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 | $1,890,474 | 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 | $155,822 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,719,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,719,178 | 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 |
|---|---|---|---|---|---|---|
| THE HOWARD PHIPPS FOUNDATION | ||||||
| 1 | C/O BESSEMER TRUST COMPANY | WOODBRIDGE | NJ | 07095 | $5,000 | Yes (X) |
| GEORGE AND ABBY O'NEILL | ||||||
| 2 | 1 ROCKEFELLER PLAZA 25TH FL | NEW YORK | NY | 10020 | $65,000 | 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. | $81,200 | $40,600 | $40,600 | $40,600 |
| RSSM AUDIT FEES | $32,500 | $16,250 | $16,250 | $16,250 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $12,267,850 | EOYBookValueAmt |
| EOYFMV | $12,046,242 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $13,346,606 | EOYBookValueAmt |
| EOYFMV | $17,658,174 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,115,942 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,118,593 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|---|---|
| SEE SCHEDULE ATTACHED | $713,324 | $2,782,457 | |
| OTHER - ROOM 2500 | $95,942 | $95,942 | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MILBANK TWEED HADLEY MCCLOY | $9,337 | $9,337 |
| BOND SCHOENECK & KING PLLC | $2,463 | $2,463 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN UNREALIZED APPRECIATION | Desc |
| Amt | $2,661,626 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE ATTACHED | Desc |
| Revenue And Expenses Per Books | $1,076,810 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,076,810 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $155,822 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $155,822 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$26,126 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CHASE CUSTODY FEES | $16,942 | $16,942 | $16,942 |
| CHASE BANK FEES | $630 | $630 | $630 |
| INVESTMENT FEES | $201,804 | $201,804 | $201,804 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $65,250 | Amt |
| Disbursements Charitable Prps | $65,250 | DisbursementsCharitablePrpsAmt |