Rockwell Foundation

990PF • Fiscal year 2017 • EIN 04-3369981

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile

370 Main Street 12th FloorWorcester, MA 01608

(508) 459-8000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

2.8%

Higher net margin than 48% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

-1.9%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

6.2%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,720,065

Down $65,465 (-3.7%) from 2015

Net Assets

$1,720,065

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin48th percentile

Revenue

$134,487

Up $15,138 (+13%) from 2015

Expenses

$130,751

Up $1,277 (+1.0%) from 2015

Net Income

$3,736

Up $13,861 (+137%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2017

Assets$1,720,065

Liabilities$0

Net Assets$1,720,065

Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$134,487

Expenses$130,751

Net Income$3,736

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: May 9, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PHILLIPS S DAVIS	Trustee	-	$0	-	-
BRENDA B CLAPP	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Rockwell Foundation
EIN: 04-3369981
Phone: 5084598000
Address: 370 MAIN STREET 12TH FLOOR, WORCESTER, MA 01608

Signing Officer

Name: Phillips S Davis
Title: Trustee
Phone: 5084598000
Signed: 2018-05-09
Discuss with paid preparer: Yes

Preparer

Firm: Fletcher Tilton Pc
Address: 370 MAIN ST 11TH FLOOR, WORCESTER, MA 01608-1779
Preparer: Robert H Thompson CPA
Phone: 5084598000

Raw XML Appendix323 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TRUST & ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	8000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	8000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	1112679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	586049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	CORPORATE OBLIGATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	WESTERN ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1322681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	560534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	55545
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	121382
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	13105
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	134487
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	8000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	8000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	16000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	78942
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	107500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	107500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	51831
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	55545
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	3736
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	276407
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	78942
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	115598
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	76
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	6587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	6587
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	391
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	391
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	15175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	130751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	130773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	134487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	8076
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	15175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	23251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2010-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	85465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	112000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	12941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	12941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	85629
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUTNAM EQUITY SPECTRUM FUND A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	THORNBURG INVESTMENT INCOME BUILDER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2017-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2017-05-19
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	3736
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1716329
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	92915
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	92915
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	92915
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	1500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	1032
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	2188
IRS990PF/FMVAssetsEOYAmt	0	1904554
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	2050613
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	2050613
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	720
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	521
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	523
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	1673264
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	1698728
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	1883215
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-334284
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-330548
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	42345
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	20816
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1716329
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1720065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1904554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1716329
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1720065
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1716329
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IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1910065
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	80953
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1829112
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	28651
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	94071
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1881414
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1910065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	PHILLIPS S DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	BRENDA B CLAPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	370 MAIN STREET 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	872 BANYAN COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	WORCESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	MARCO ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	01608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	34145
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	108275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	109431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	107683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	112023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	114995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	112241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	96824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.057550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.060198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.059272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.057945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.057751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.052586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	1881414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	1788815
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	115576
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	114420
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	115576
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	115576
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	WORCESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	016081779
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	FLETCHER TILTON PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	0050845980
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	THE REQUEST SHOULD BE IN THE FORM OF A LETTER. INCLUDE PROOF OF TAX EXEMPT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	PHILLIPS S DAVIS FLETCHER TILTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5084598000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	370 MAIN STREET 12TH FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	WORCESTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	01608
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	THE REQUEST SHOULD BE RECEIVED PRIOR TO THE ANNUAL DECEMBER MEETING.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	0	55000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	0	370 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine2Txt	0	12TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	0	WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	0	01608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	107500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	370 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	12TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	01608
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	55000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	107500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	92915
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	92915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	19026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	19624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	17825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	16765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	6058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	6058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	95901
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	22661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	19026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	19624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	17825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	16765
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	115576
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	22661
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	101959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	79298
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MA PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MISCELLANEOUS EXP.
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	41
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	238
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6587
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	6587
TaxesSchedule/TaxesDetail/Amt	0	391
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	391
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PHILLIPS S DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5084598000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROCKWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROCK
ReturnHeader/Filer/EIN	0	043369981
ReturnHeader/Filer/PhoneNum	0	5084598000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	370 MAIN STREET 12TH FLOOR
ReturnHeader/Filer/USAddress/CityNm	0	WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01608
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	5AFC690F395F0A734E0825ADC4DC24929672A085
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	602955D7919B63BB9FAC985AAC2BD55356110632
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	131.239.15.98
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	11:18:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042628601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FLETCHER TILTON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	370 MAIN ST 11TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	016081779
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5084598000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROBERT H THOMPSON CPA
ReturnHeader/ReturnTs	0	2018-08-24T12:18:35-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,720,065
Liabilities: $0
Net assets: $1,720,065
Revenue: $134,487
Expenses: $130,751
Net income: $3,736

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.71	$0.00	$1.71	$0.15	$0.11	$0.05
2023Detailed filing. Detailed filing data is available for this year.	$1.66	$0.00	$1.66	$0.07	$0.12	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$1.71	$0.00	$1.71	$0.08	$0.10	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$1.72	$0.00	$1.72	$0.18	$0.11	$0.07
2020Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.09	$0.11	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$1.68	$0.00	$1.68	$0.09	$0.11	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$1.69	$0.00	$1.69	$0.09	$0.12	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$1.72	$0.00	$1.72	$0.13	$0.13	$0.00
2015Summary only. Only limited summary data is available for this year.	$1.79	$0.00		$0.12	$0.13	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$1.80	$0.00	$1.80	$0.12	$0.13	$0.01
2013Summary only. Only limited summary data is available for this year.	$1.80	$0.00		$0.09	$0.12	$0.03
2012Summary only. Only limited summary data is available for this year.	$1.83	$0.00		$0.07	$0.11	$0.03
2011Summary only. Only limited summary data is available for this year.	$1.86	$0.08		$0.05	$0.09	$0.04