Phalarope Foundation C/O Kozusko Harris Duncan

990PF • Fiscal year 2013 • EIN 04-6729068

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization Profile

30 Rockefeller PlazaSuite 5600Solon, OH 10112

(212) 549-5370

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$2,552,155

Up $76,110 (+3.1%) from 2012

Net Assets

$2,552,155

Up $76,954 (+3.1%) from 2012

Liabilities

Down

Down $844 (-100%) from 2012

Revenue And Expenses

Revenue

$399,777

No earlier filing loaded for comparison.

Expenses

$322,823

Up $40,903 (+15%) from 2012

Net Income

$76,954

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2013

Assets$2,552,155

Liabilities$0

Net Assets$2,552,155

Open 2013 Filing

Operations Trend

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

Highlighted filing

2013

Revenue$399,777

Expenses$322,823

Net Income$76,954

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Nov 12, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
WINTHROP RUTHERFURD JR	Trustee	-	$4,202	-	$4,202
REBECCA DENT	Trustee	-	$3,815	-	$3,815

Filing and Contact Details

Filer

EIN: 04-6729068
In Care Of: % WENDY GOLDNER
Phone: 2125495370

Signing Officer

Name: Rebecca Dent
Title: Trustee
Phone: 2125495370
Signed: 2014-11-12
Discuss with paid preparer: Yes

Preparer

Preparer: Wendy S Goldner
Phone: 2125495370

Raw XML Appendix353 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.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	4409
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	RFS-ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	4409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	50000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	50000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	5000 SHS TECCINO CAFFE, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	173258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	1929189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	72545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	252886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	5500 FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	ROCKEFELLER GLOBAL EQUITY FD,
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	ROCKEFELLER VENTURE FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	WOODCOCK INVESTMENT FUND NO. 8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	686364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	3009732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	33189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	246733
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	69150
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	319794
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	10833
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	399777
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	399777
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	4409
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	4409
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	319794
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	8017
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	8017
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	240000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	240000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	69150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	69150
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	76954
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	319838
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	641
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	10833
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	10833
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	641
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	319794
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	333942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	39621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	53071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	8451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	8451
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	8234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	240000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	65835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	322823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	399777
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	399777
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	82823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	485
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	38523
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	18437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	-44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	6	3822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	5134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	38523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	253437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	18437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	5	-44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	6	3822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	5134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	38523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	253437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	18437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	3822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	6	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	5500 FUND STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	5500 FUND LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	ROCK GLOBAL EQUITY FUND STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	ROCK GLOBAL EQUITY FUND LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	ROCK VENTURE FUND LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	WIF 8 STCL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	WIF 8 LTCG
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	76954
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	2552155
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	2475201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	2552155
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	181465
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	181465
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	181465
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	188144
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	6679
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	6679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	7000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	2045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	26
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	6679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	2045
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	6679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	8750
IRS990PF/FMVAssetsEOYAmt	0	4100295
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	2366565
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	2475201
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	74276
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	74276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	50000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	50000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	50000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	2426045
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	2427878
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	844
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	108636
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	76954
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	2476045
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	2552155
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	4100295
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	2476045
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	2552155
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	2475201
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	2552155
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	3820178
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	41587
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	3778591
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	57303
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	188144
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	3762875
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	3820178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	3815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	WINTHROP RUTHERFURD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	REBECCA DENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	C/O WHITE CASE LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	C O KOZUSKO HARRIS DUNCAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	BEACHWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	OH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	44122
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	265249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	268588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	226614
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.062769
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	3339
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	3319782
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	240000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.352457
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	240000
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	240000
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	240000
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	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/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	30 ROCKEFELLER PLAZA ROOM 5600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	10112
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	WENDY GOLDNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2125495370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	70000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	ANTHOLOGY FILM ARCHIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	1	REDF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	32 2ND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	631 HOWARD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2	0	SUITE 320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	10003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	94105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	240000
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	181465
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	181465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	67397
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	140540
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	48628
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	73559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	23207
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	23207
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	388659
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	58535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	67397
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	140540
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	48628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	73559
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	240000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	58535
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	411866
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	353331
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PORTFOLIO DEDUCTIONS THRU PART
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OTHER INCOME THRU PART
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	385
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	37744
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	1492
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	37744
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	14942
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Rockefeller Global Equity
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	844
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	CASH OVERDRAFT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	7326
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	NORTHERN TRUST CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	7326
TaxesSchedule/TaxesDetail/Amt	0	4696
TaxesSchedule/TaxesDetail/Amt	1	3538
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN INCOME TAXES ON INVEST
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAXES - PRIOR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	4696
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Rebecca Dent
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2125495370
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PHALAROPE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	C/O ROCKEFELLER & CO INC
ReturnHeader/Filer/BusinessNameControlTxt	0	PHAL
ReturnHeader/Filer/EIN	0	046729068
ReturnHeader/Filer/InCareOfNm	0	% WENDY GOLDNER
ReturnHeader/Filer/PhoneNum	0	2125495370
ReturnHeader/Filer/USAddress/AddressLine1	0	30 ROCKEFELLER PLAZA
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite 5600
ReturnHeader/Filer/USAddress/City	0	NEW YORK
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	10112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Rockefeller & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	30 Rockefeller Pl - Rm 5600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	10112
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2125495370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Wendy S Goldner
ReturnHeader/ReturnTs	0	2014-11-13T15:31:20-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,552,155
Liabilities: $0
Net assets: $2,552,155
Revenue: $399,777
Expenses: $322,823
Net income: $76,954

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.74	$0.00	$3.74	$0.10	$0.30	$0.20
2023Detailed filing. Detailed filing data is available for this year.	$3.93	$0.00	$3.93	$1.18	$0.27	$0.91
2022Detailed filing. Detailed filing data is available for this year.	$3.02	$0.00	$3.02	$0.27	$0.32	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$3.08	$0.00	$3.08	$0.70	$0.38	$0.32
2020Detailed filing. Detailed filing data is available for this year.	$2.76	$0.00	$2.76	$0.52	$0.50	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$2.74	$0.00	$2.74	$0.39	$0.37	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$2.72	$0.00	$2.72	$0.36	$0.10	$0.25
2017Detailed filing. Detailed filing data is available for this year.	$2.46	$0.00	$2.46	$0.33	$0.37	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$0.25	$0.36	$0.10
2015Detailed filing. Detailed filing data is available for this year.	$2.60	$0.00	$2.60	$0.37	$0.36	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$2.58	$0.00	$2.58	$0.42	$0.39	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$2.55	$0.00	$2.55	$0.40	$0.32	$0.08
2012Detailed filing. Detailed filing data is available for this year.	$2.48	$0.00	$2.48		$0.28
2011Detailed filing. Detailed filing data is available for this year.	$2.37	$0.00	$2.37		$0.35
2010Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50		$0.27