STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ROCKEFELLER ARCHIVE CENTER: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROCKEFELLER ARCHIVE CENTER (EIN 20-8030810)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202621359349101627
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T08:56:51-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11133 WESTCHESTER AVE SUITE N-328AddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208030810EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCKEFELLER ARCHIVE CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROCKBusinessNameControlTxt
Phone9143666300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 DAYTON AVENUEAddressLine1Txt
CitySLEEPY HOLLOWCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES SCHULMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9143666300PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDAN LYNCHPreparerPersonNm
PTINP00174147PTIN
Phone9149492990PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$187,741,579FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,766,076ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$157,956InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$157,956InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$157,956InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,597,480DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,597,480DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,597,480DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$10,290OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$10,290OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$11,531,802TotalRevAndExpnssAmt
Total Net Invst Incm$8,755,436TotalNetInvstIncmAmt
Total Adj Net Incm$8,765,726TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$389,925CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$347,696CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$4,151,033OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,621,636OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,240,240PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,983,831PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,859LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$4,203LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$70,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$51,451AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,028,498OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$774,897OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$774,897OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$219,547OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$114,778TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$114,778TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$993,222DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$1,836,085OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$1,741,031OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$46,937TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$34,331TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$772,146OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$656,742OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,645,923TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$774,897TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$889,675TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,660,468TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$151,339ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,285ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,797,262TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$774,897TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$889,675TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,812,753TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$265,460ExcessRevenueOverExpensesAmt
Net Investment Income$7,980,539NetInvestmentIncomeAmt
Adjusted Net Income$7,876,051AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$124,104CashBOYAmt
Cash EOY$88,630CashEOYAmt
Cash EOYFMV$88,630CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,532,238SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,662,155SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,662,155SavAndTempCashInvstEOYFMVAmt
Grants Receivable BOY$100,413GrantsReceivableBOYAmt
Grants Receivable EOY$122,335GrantsReceivableEOYAmt
Grants Receivable EOYFMV$122,335GrantsReceivableEOYFMVAmt
Prepaid Expenses BOY$118,926PrepaidExpensesBOYAmt
Prepaid Expenses EOY$191,612PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$191,612PrepaidExpensesEOYFMVAmt
Other Investments BOY$151,594,988OtherInvestmentsBOYAmt
Other Investments EOY$160,937,476OtherInvestmentsEOYAmt
Other Investments EOYFMV$160,937,476OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$29,694,394LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,620,485LandBldgEquipAccumDeprecAmt
Land BOY$20,841,789LandBOYAmt
Land EOY$21,073,909LandEOYAmt
Land EOYFMV$21,073,906LandEOYFMVAmt
Other Assets BOY$3,518,232OtherAssetsBOYAmt
Other Assets EOY$3,433,052OtherAssetsEOYAmt
Other Assets EOYFMV$2,665,465OtherAssetsEOYFMVAmt
Total Assets BOY$178,830,690TotalAssetsBOYAmt
Total Assets EOY$188,509,169TotalAssetsEOYAmt
Total Assets EOYFMV$187,741,579TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,034,221AccountsPayableBOYAmt
Accounts Payable EOY$1,316,891AccountsPayableEOYAmt
Deferred Revenue BOY$933,951DeferredRevenueBOYAmt
Deferred Revenue EOY$748,968DeferredRevenueEOYAmt
Other Liabilities BOY$870,192OtherLiabilitiesBOYAmt
Other Liabilities EOY$795,801OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,838,364TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,861,660TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$84,102,804NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$87,729,670NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$91,889,522DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$97,917,839DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$175,992,326TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$185,647,509TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$178,830,690TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$188,509,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$175,992,326TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$265,460ExcessRevenueOverExpensesAmt
Other Increases$9,920,643OtherIncreasesAmt
Subtotal$185,647,509SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$185,647,509TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$110,929InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$110,929SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$110,929TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$108,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$65,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$173,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$86EsPenaltyAmt
Overpayment$61,985OverpaymentAmt
Applied To ES Tax$61,985AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ROCKARCH.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CAMELIA MURESANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9143666370PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 DAYTON AVENUEAddressLine1Txt
CitySLEEPY HOLLOWCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JACK MEYERS
15 DAYTON AVENUESLEEPY HOLLOWNY10591PRESIDENT35.00$346,621$102,400$0
STEPHEN HEINTZ
15 DAYTON AVENUESLEEPY HOLLOWNY10591TRUSTEE1.00$0$0$0
IRA KATZNELSON
15 DAYTON AVENUESLEEPY HOLLOWNY10591TRUSTEE1.00$0$0$0
RICHARD LIFTON
15 DAYTON AVENUESLEEPY HOLLOWNY10591TRUSTEE1.00$0$0$0
RAJIV SHAH
15 DAYTON AVENUESLEEPY HOLLOWNY10591TRUSTEE1.00$0$0$0
MEGAN SNIFFIN-MARINOFF
15 DAYTON AVENUESLEEPY HOLLOWNY10591TRUSTEE1.00$0$0$0
JOSEPH PIERSON
15 DAYTON AVENUESLEEPY HOLLOWNY10591TRUSTEE1.00$0$0$0
JOSEPH BETANCOURT
15 DAYTON AVENUESLEEPY HOLLOWNY10591TRUSTEE1.00$0$0$0
ALONDRA NELSON
15 DAYTON AVENUESLEEPY HOLLOWNY10591TRUSTEE1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ROBERT W CLARK
15 DAYTON AVENUESLEEPY HOLLOWNY10591DIRECTOR OF ARCHIVES35.00$198,425$46,674$0
MARILIA FRAGA
15 DAYTON AVENUESLEEPY HOLLOWNY10591DIRECTOR OF HR AND O35.00$166,860$61,109$0
CAMELIA MURESAN
15 DAYTON AVENUESLEEPY HOLLOWNY10591ASSOCIATE DIRECTOR F35.00$154,500$60,120$0
BARBARA SHUBINSKI
15 DAYTON AVENUESLEEPY HOLLOWNY10591DIRECTOR OF R&E35.00$178,128$28,888$0
JOSE MORILLO
15 DAYTON AVENUESLEEPY HOLLOWNY10591ASSOCIATE DIRECTOR O35.00$175,100$30,772$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065INVESTMENT ADVISORY SERVICES$774,897
KPMG LLP
375 9TH AVE - 17TH FLNEW YORKNY10001ACCOUNTING SERVICES$57,700
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ARCHIVAL PROGRAM - THE ROCKEFELLER ARCHIVE CENTER IS AN INDEPENDENT OPERATING FOUNDATION THAT PRESERVES AND MAKES AVAILABLE FOR RESEARCH THE ARCHIVAL COLLECTIONS OF MEMBERS OF THE ROCKEFELLER FAMILY, INSTITUTIONS AND ORGANIZATIONS FOUNDED BY ROCKEFELLER FAMILY MEMBERS (INCLUDING THE ROCKEFELLER FOUNDATION, ROCKEFELLER BROTHERS FUND, WINTHROP ROCKEFELLER FOUNDATION, GENERAL EDUCATION BOARD, ROCKEFELLER UNIVERSITY, POPULATION COUNCIL, ASIA SOCIETY, AND MANY OTHER ORGANIZATIONS) AND THE RECORDS OF OTHER PHILANTHROPIC AND SERVICE ORGANIZATIONS SUCH AS THE FORD FOUNDATION, THE COMMONWEALTH FUND, RUSSELL SAGE FOUNDATION, W.T. GRANT FOUNDATION, MARKLE FOUNDATION, THE SOCIAL SCIENCE RESEARCH COUNCIL AND THE FOUNDATION CENTER. THE CENTER ALSO HOLDS EXTENSIVE COLLECTIONS OF THE PERSONAL PAPERS OF TRUSTEES, OFFICERS, FACULTY AND ASSOCIATES WHO WERE AFFILIATED WITH THESE INSTITUTIONS.Description1Txt
Expenses1$8,921,251Expenses1Amt
Description2RESEARCH & EDUCATION - THE RESEARCH AND EDUCATION DEPARTMENT OVERSEES MANY OF THE EXTERNAL PROGRAMS OF THE ROCKEFELLER ARCHIVE CENTER. IT ADMINISTERS A COMPETITIVE PROGRAM THAT AWARDS 40 TO 50 TRAVEL REIMBURSEMENT EACH YEAR TO GRADUATE STUDENTS, FACULTY MEMBERS, AND INDEPENDENT SCHOLARS. IT ORGANIZES AND HOSTS SEVERAL WORKSHOPS AND CONFERENCES EACH YEAR. STAFF MEMBERS ON THE RESEARCH AND EDUCATION TEAM EDIT AND PUBLISH A SERIES OF RESEARCH REPORTS DESCRIBING SCHOLARLY WORK AT THE RAC, A PUBLISHING PROGRAM THAT IS NOW PRIMARILY ELECTRONIC AND WEB-BASED.Description2Txt
Expenses2$898,475Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$155,283,529AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,703,564AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$157,987,093TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$157,987,093AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,369,806CashDeemedCharitableAmt
Net Vl Noncharitable Assets$155,617,287NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,780,864MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,812,753ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$1,092,638CharitableAssetsAcquisPaidAmt
Qualifying Distributions$9,905,391QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2006-06-20PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$7,780,864CurrentYearAmt
Year1$7,741,256Year1Amt
Year2$7,007,173Year2Amt
Year3$6,004,230Year3Amt
Total$28,533,523TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$6,613,734CurrentYearAmt
Year1$6,580,068Year1Amt
Year2$5,956,097Year2Amt
Year3$5,103,596Year3Amt
Total$24,253,495TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$9,905,391CurrentYearAmt
Year1$10,169,749Year1Amt
Year2$8,195,762Year2Amt
Year3$6,758,992Year3Amt
Total$35,029,894TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$9,905,391CurrentYearAmt
Year1$10,169,749Year1Amt
Year2$8,195,762Year2Amt
Year3$6,758,992Year3Amt
Total$35,029,894TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$5,187,243CurrentYearAmt
Year1$5,191,449Year1Amt
Year2$5,143,837Year2Amt
Year3$5,889,960Year3Amt
Total$21,412,489TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANDREA CADORNIGARA ADMINISTRATORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115 DAYTON AVENUEAddressLine1Txt
CitySLEEPY HOLLOWCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9143666309RecipientPhoneNum
Recipient Email AddressRACSTIPEND@ROCKARCH.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICANTS COMPLETE A FOUR-PAGE FORM AND MAIL IT TO THE ADDRESS PROVIDED ABOVE. APPLICANTS MAY ALSO E-MAIL AN APPLICATION TO RACGRANTS@ROCKARCH.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 15TH OF EACH CALENDAR YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE MADE TO INDIVIDUALS. INSTITUTIONS ARE NOT ELIGIBLE TO APPLY. THE REIMBURSEMENT DOES NOT SUPPORT RESEARCH AT OTHER INSTITUTIONS, AND IT DOES NOT PROVIDE GENERAL TUITION SUPPORT. APPLICATION TO THE PROGRAM IS OPEN TO U.S. CITIZENS AND CITIZENS OF FOREIGN COUNTRIES. CERTAIN U.S. GOVERNMENT REQUIREMENTS WILL APPLY TO NON-U.S. CITIZENS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
ALIES JANSEN
POSTJESKADE 141-HAMSTERDAMNL105BDNNONEN/AREIMBURSEMENT OF TRAVEL$2,400
ALLISON PERLMAN
NONEN/AREIMBURSEMENT OF TRAVEL$4,000PO BOX 41301LONG BEACHCA90853
ANDREA GOMEZ
NONEN/AREIMBURSEMENT OF TRAVEL$2,800400 W 150TH STREET APT 52NEW YORKNY10031
ANTONIO RAMON BURATTI
6 VIA SAN GIOCONDOAOSTA VALLE DAOSTAIT11100NONEN/AREIMBURSEMENT OF TRAVEL$2,819
BRIAN MCGOWAN
NONEN/AREIMBURSEMENT OF TRAVEL$1,1781400 BAUM STREETVICKSBURGMS39180
CARMEN CROZIER
RUELLE DE LA BOULANGERIE 3AARNEXSURORBESZ1321NONEN/AREIMBURSEMENT OF TRAVEL$5,000
CHRISTIAN HUDSON
NONEN/AREIMBURSEMENT OF TRAVEL$1,867140 DEBS PLACEBRONXNY10475
CHRISTOPHER MEULBROEK
NONEN/AREIMBURSEMENT OF TRAVEL$2,19211401 WASHINGTON PLLOS ANGELESCA90066
DAVID HAMMACK
NONEN/AREIMBURSEMENT OF TRAVEL$3,86213720 SHAKER BOULEVARD 803CLEVELANDOH44120
EDREA MENDOZA
NONEN/AREIMBURSEMENT OF TRAVEL$3,5591361 CYPRESS DRIVECONCORDCA94520
ELIZA BUTLER
NONEN/AREIMBURSEMENT OF TRAVEL$176122 GATES AVENUEBROOKLYNNY11238
EMMANUELLE PACCAUD
AVENUE DES ALPESLAUSANNESZ5 1006NONEN/AREIMBURSEMENT OF TRAVEL$3,500
FABIAN OFFERT
NONEN/AREIMBURSEMENT OF TRAVEL$4,837127 ATLANTIC LNGOLETACA93117
GABRIEL PANUCO-MERCADO
NONEN/AREIMBURSEMENT OF TRAVEL$2,2182655 COGSWELL RD 1EL MONTECA91732
GEORGE WILLIAM FRANCIS-KELLY
18 ROEBUCK ROAD CLONSKEAGHDUBLINEID14 Y598NONEN/AREIMBURSEMENT OF TRAVEL$3,256
GEORGINA ARNOTT
29 QUEEN STWILLIAMSTOWNAS3016NONEN/AREIMBURSEMENT OF TRAVEL$5,000
JAMES LEACH
NONEN/AREIMBURSEMENT OF TRAVEL$1,421359 SOUTH NEGLEY AVEPITTSBURGHPA15232
JEANNE PETIT
NONEN/AREIMBURSEMENT OF TRAVEL$3,76771 WEST 20TH STHOLLANDMI49423
JOHN W ROUSH
NONEN/AREIMBURSEMENT OF TRAVEL$1,21041 RUCUM RDROXBURYCT06783
JOHNNY GOSHEN
NONEN/AREIMBURSEMENT OF TRAVEL$7,200104 BROCKTON LANEOAK RIDGETN37830
JORDAN BUCHANAN DOWNIE
NONEN/AREIMBURSEMENT OF TRAVEL$3,66711317 70TH AVESEMINOLEFL33772
JULIA CUMMISKEY
NONEN/AREIMBURSEMENT OF TRAVEL$4,1374020 DEEPWOOD RDBALTIMOREMD21218
KEVIN RAMIREZ
NONEN/AREIMBURSEMENT OF TRAVEL$2,80052-55 69TH STMASPETHNY11378
KIMBERLY AKANO
NONEN/AREIMBURSEMENT OF TRAVEL$3,6675561 FRIST CAMPUS CENTERPRINCETONNJ08544
KRISTY LEE
NONEN/AREIMBURSEMENT OF TRAVEL$2,800200 BAY 29TH ST APT 3DBROOKLYNNY11214
LOKMAN BICAN POLAT
YENIEHIR MAH REYHAN CAD 25/3ISTANBULTU34912NONEN/AREIMBURSEMENT OF TRAVEL$4,000
MARIO DE PROSPO
VIA DELLE BEGONIE 44/AROMEIT00172NONEN/AREIMBURSEMENT OF TRAVEL$2,750
MEGAN FRANCIS
NONEN/AREIMBURSEMENT OF TRAVEL$8984200 SOUTH COURT STSEATTLEWA98144
MELISSA GRABOYES
NONEN/AREIMBURSEMENT OF TRAVEL$2,6881636 EAST 25TH AVEEUGENEOR97403
MICAELA LUE
NONEN/AREIMBURSEMENT OF TRAVEL$933642 ELDERT LANE APT 6IBROOKLYNNY10812
MICHAEL ROBINSON
13 MARK RISEHETTONLEHOLEUKDH5 9BWNONEN/AREIMBURSEMENT OF TRAVEL$2,537
MUSHAHID HUSSAIN
NONEN/AREIMBURSEMENT OF TRAVEL$3,000266 OXFORD STHARTFORDNY06105
NICOLAS GUILHOT
NONEN/AREIMBURSEMENT OF TRAVEL$2,555402 BAY RIDGE PARKWAYBROOKLYNNY11209
PAUL VIETH
NONEN/AREIMBURSEMENT OF TRAVEL$2,211609 SOUTH PRAIRIE STCHAMPAIGNIL61820
PRAGYAM TIWARI
NONEN/AREIMBURSEMENT OF TRAVEL$2,890235 EAST 43RD STNEW YORKNY10017
RAFAH ALZINDANI
NONEN/AREIMBURSEMENT OF TRAVEL$9331676 GARFIELD ST APT 2ABRONXNY10460
SAM COLLINGS-WELLS
5 CLOVELLY ROAD SOUTHBOURNESOUTHBORNEUKPO10 7HLNONEN/AREIMBURSEMENT OF TRAVEL$3,792
SANDIP KANA
144 CORPORATION STREETLONDONUKE15 3DYNONEN/AREIMBURSEMENT OF TRAVEL$4,983
SARAH ALAJMI
JAHRA BLOCK 5 STREET 1 HOUSE 409KUNONEN/AREIMBURSEMENT OF TRAVEL$3,500
SARAH C MELLORS
NONEN/AREIMBURSEMENT OF TRAVEL$5,000222 FORKNER DRDECATURGA30030
SIMON WERNER
BISCHOFSTR 1 49497METTINGENGMNONEN/AREIMBURSEMENT OF TRAVEL$4,734
STAELLE LUXAMA
NONEN/AREIMBURSEMENT OF TRAVEL$1,866822 PROSPECT AVE APT 2JWESTBURYNY11590
TAYLOR COZZENS
NONEN/AREIMBURSEMENT OF TRAVEL$5,000293 CEDAR RUN RDDOBSONNC27017
VOJTECH POJAR
V LOUKCH 190NELAHOZEVESEZ27751NONEN/AREIMBURSEMENT OF TRAVEL$5,000
YASMIN VICENTE
FLAT H 73 CARLETON RDLONDONUKN7 0ETNONEN/AREIMBURSEMENT OF TRAVEL$2,342
YIKE ZHANG
NONEN/AREIMBURSEMENT OF TRAVEL$2,300255 WHITNEY AVENUE APT 32NEW HAVENCT06511
ZHEN CHENG
38 XUEYUSN ROAD HAIDIAN DISTRICTBEIJINGCH100191NONEN/AREIMBURSEMENT OF TRAVEL$5,000
ANTONIE DVORAKOVA
424 KONZUMNMORAVSKY PISEKEZ696 85NONEN/AREIMBURSEMENT OF TRAVEL$94
JACK GREATREX
37 KINTA ROADSN219100NONEN/AREIMBURSEMENT OF TRAVEL$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$151,339TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
COPY SERVICE FOR RESEARCH$9,890
MISCELLANEOUS$400

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$157,956ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,597,480ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,755,436ExclusionAmt
Related Or Exempt Function Incm$10,290RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,765,726TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1ACOPY SERVICE FOR RESEARCHERS WHO USE THE FACILITY AS DOCUMENTS CANNOT LEAVE THE ARCHIVE CENTER. THIS AIDS IN THEIR ABILITY TO DOCUMENT THEIR RESEARCH.
1BMISCELLANEOUS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (15 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THE FORD FOUNDATION
1320 EAST 43RD STREETNEW YORKNY10017$1,400,000Yes (X)
THE NEAR EAST FOUNDATION
2230 EUCLID AVESYRACUSENY13210$5,000Yes (X)
ROCKEFELLER BROTHERS FUND
3437 MADISON AVE - 37TH FLNEW YORKNY10022$5,000Yes (X)
THE ROCKEFELLER FOUNDATION
4420 FIFTH AVENUENEW YORKNY10018$90,486Yes (X)
THE ROCKEFELLER UNIVERSITY
51230 YORK AVENUENEW YORKNY10065$500,000Yes (X)
RUSSELL SAGE FOUNDATION
6112 EAST 64TH STREETNEW YORKNY10065$10,000Yes (X)
SOCIAL SCIENCE RESEARCH COUNCIL
7ONE PIERREPOINT PLAZA 15TH FLBROOKLYNNY11201$16,000Yes (X)
THE COMMONWEALTH FUND
8ONE EAST 75TH STREETNEW YORKNY10021$49,167Yes (X)
NATIONAL COMMITTEE ON USCHINA RELATIONS
971 WEST 23RD STREETNEW YORKNY10010$10,000Yes (X)
INSTITUTE OF INTERNATIONAL EDUCATION
10809 UNITED NATIONS PLAZANEW YORKNY10017$13,500Yes (X)
VICTORIA PHILLIPS
11475 TENTH AVENEW YORKNY10018$563,807Yes (X)
CARNEGIE
12437 MADISON AVENEW YORKNY10022$5,864Yes (X)
MILBANK MEMORIAL FUND
13645 MADISON AVENUE 15TH FLNEW YORKNY10022$77,800Yes (X)
THE COBY FOUNDATION LTD
142218 BROADWAY 143NEW YORKNY10024$14,250Yes (X)
AMERICAN SOCIETY OF INTERNATIONAL LAW
152223 MASSACHUSETTS AVEWASHINGTONDC20008$5,202Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING, AUDITING & TAX PREPCategoryTxt
Amt$70,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$51,451DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING AND EQUIPMENT$24,856,394$7,719,012NC0.000000000000$993,222$0$0
LAND$4,838,000L$0$0$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSUMMARY OF DIRECT CHARITABLE ACTIVITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART IX-A, LINES 1 & 2FormAndLineReferenceDesc
Medium ExplanationARCHIVAL PROGRAM (CONTINUED):THE ARCHIVE CENTER IS LOCATED IN HILLCREST, A HOME OF WESTCHESTER COUNTY FIELD STONE BUILT FOR MARTHA BAIRD ROCKEFELLER (1895-1971), THE SECOND WIFE OF JOHN D. ROCKEFELLER, JR. (1874-1960). THE HOUSE WAS DESIGNED BY MOTT B. SCHMIDT AND WAS COMPLETED IN 1963. MRS. ROCKEFELLER PERSONALLY PLANNED THE FURNISHINGS OF THE HOUSE, BUT ADVANCING AGE AND ILLNESS PREVENTED HER FROM LIVING IN IT. AFTER HER DEATH, THE HOUSE WAS GIVEN TO THE ROCKEFELLER BROTHERS FUND AS PART OF HER RESIDUAL ESTATE. IN MARCH 1974 THE ROCKEFELLER BROTHERS FUND GAVE THE HOUSE AND THE SURROUNDING 24 ACRES OF GROUNDS FOR USE AS THE ROCKEFELLER ARCHIVE CENTER.THE HOUSE PROVIDES WORK SPACE FOR BOTH RESEARCHERS AND STAFF AND INCLUDES A FEW ROOMS WHERE ROCKEFELLER MEMORABILIA ARE ON DISPLAY. RESEARCHERS WHO VISIT THE RAC WORK IN THE READING ROOM ON THE SECOND FLOOR OF THE HOUSE AND MAY USE THE RESEARCHERS' LOUNGE ON THE FIRST FLOOR.THE CENTER'S READING ROOM IS OPEN TO RESEARCHERS ON WEEKDAYS FROM 9:00AM UNTIL 5:15PM. RESEARCH APPOINTMENTS ARE REQUIRED. APPOINTMENTS MUST BE MADE WITH, AND CONFIRMED BY, A STAFF MEMBER IN ADVANCE OF A RESEARCH VISIT. PHOTO IDENTIFICATION IS REQUIRED. RESEARCHERS ARE ADVISED TO CONTACT THE CENTER TO MAKE AN APPOINTMENT BEFORE MAKING TRAVEL PLANS. DRIVING DIRECTORS, A LISTING OF THE CENTER'S HOLIDAY CLOSINGS AND LOCAL ACCOMMODATION INFORMATION IS AVAILABLE AT THE RESEARCHER INFORMATION SECTION OF THIS WEBSITE. RESEARCHERS ARE INVITED TO WRITE TO THE CENTER, DESCRIBING THEIR PROJECTS IN SPECIFIC TERMS. THE STAFF WILL RESPOND WITH A DESCRIPTION OF THE SCOPE AND CONTENT OF RELEVANT MATERIALS IN THE COLLECTIONS.RESEARCH & EDUCATION (CONTINUED):THE EDUCATIONAL PROGRAMS ENGAGE A NUMBER OF AREA COLLEGES AND UNIVERSITIES. THE RAC BRINGS UNIVERSITY FACULTY AND THEIR GRADUATE OR UNDERGRADUATE STUDENTS TO THE ARCHIVE CENTER FOR COURSE-RELATED LECTURES AND SEMINARS, ADVISES STUDENTS ON PAPERS AND THESES, AND HELPS FACULTY TO FIND PRIMARY MATERIALS FOR THEIR TEACHING. THE STAFF ALSO PARTICIPATES IN MEETINGS OF VARIOUS PROFESSIONAL ASSOCIATIONS, DELIVERING PAPERS AND ORGANIZING PANELS FOR RAC RESEARCHERS. A NEW EDUCATIONAL PROGRAM HAS BEEN DEVELOPED IN COLLABORATION WITH TWO ELEMENTARY SCHOOLS IN TARRYTOWN AND POCANTICO HILLS. ITS AIM IS TO TEACH YOUNG STUDENTS ABOUT THE USE OF PRIMARY SOURCES IN THEIR HISTORY CLASSES.THERE ARE SEVERAL PUBLIC OUTREACH INITIATIVES OF THE RESEARCH AND EDUCATION PROGRAM. THE RAC OCCASIONALLY INVITES MEMBERS OF LOCAL HISTORICAL SOCIETIES TO TOUR THE ARCHIVES. IT ORGANIZES EXHIBITS AND PRESENTATIONS ABOUT ARCHIVAL HOLDINGS FOR BOARD AND STAFF MEMBERS OF DONOR ORGANIZATIONS. THE RESEARCH AND EDUCATION STAFF ALSO WORKS WITH OTHER POCANTICO-BASED ORGANIZATIONS ON PUBLIC PROGRAMS, SHOWING FILMS AND ORGANIZING EXHIBITIONS AND LECTURES FOR THE LOCAL COMMUNITY.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemENDOWMENT FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$160,937,476BookValueAmt
EOYFMV$160,937,476EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING AND EQUIPMENT$24,856,394$8,712,234$16,144,160
LAND$4,838,000$0$4,838,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,859LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,203DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXHIBITION AND ARCHIVAL ART$2,665,465$2,665,465$2,665,465
RIGHT OF USE ASSET$852,767$767,587$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$7,150$0$0$6,376
COMPUTER, SOFTWARE & LICENSING$53,707$0$0$50,174
DIGITIZATION$441,938$0$0$339,206
MEMBERSHIPS$24,688$0$0$22,014
POSTAGE, SUPPLIES AND OFFICE EXP$241,577$0$0$238,972
PENALTIES$3,086$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
COPY SERVICE FOR RESEARCH$9,890$9,890
MISCELLANEOUS$400$400

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTSDesc
Amt$9,920,643Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
BOY Book Value$870,192BOYBookValueAmt
EOY Book Value$795,801EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$774,897$774,897$774,897$0
ADVISORY & PROFESSIONAL SUPPORT$253,601$0$0$219,547

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$114,778Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$114,778AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt