Civic Intelligence

Phalarope Foundation C/O Kozusko Harris Duncan

990PF • Fiscal year 2018 • EIN 04-6729068

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
25201 Chagrin Blvd Suite 370Beachwood, OH 44122

(216) 896-9191

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

75th percentile

10%

Faster asset growth than 75% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

7.2%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,716,663

Up $254,139 (+10%) from 2017

Net Assets

Up

$2,716,663

Up $254,139 (+10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Up

$358,018

Up $24,020 (+7.2%) from 2017

Expenses

Down

$103,879

Down $264,651 (-72%) from 2017

Net Income

Up

$254,139

Up $288,671 (+836%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,504,508Liabilities 2010: $0Net Assets 2010: $2,504,5082010Assets 2011: $2,366,565Liabilities 2011: $0Net Assets 2011: $2,366,5652011Assets 2012: $2,476,045Liabilities 2012: $844Net Assets 2012: $2,475,2012012Assets 2013: $2,552,155Liabilities 2013: $0Net Assets 2013: $2,552,1552013Assets 2014: $2,580,580Liabilities 2014: $0Net Assets 2014: $2,580,5802014Assets 2015: $2,597,780Liabilities 2015: $0Net Assets 2015: $2,597,7802015Assets 2016: $2,497,056Liabilities 2016: $0Net Assets 2016: $2,497,0562016Assets 2017: $2,462,524Liabilities 2017: $0Net Assets 2017: $2,462,5242017Assets 2018: $2,716,663Liabilities 2018: $0Net Assets 2018: $2,716,6632018Assets 2019: $2,738,163Liabilities 2019: $0Net Assets 2019: $2,738,1632019Assets 2020: $2,758,155Liabilities 2020: $0Net Assets 2020: $2,758,1552020Assets 2021: $3,075,415Liabilities 2021: $0Net Assets 2021: $3,075,4152021Assets 2022: $3,024,257Liabilities 2022: $0Net Assets 2022: $3,024,2572022Assets 2023: $3,932,010Liabilities 2023: $0Net Assets 2023: $3,932,0102023Assets 2024: $3,736,383Liabilities 2024: $0Net Assets 2024: $3,736,3832024

Highlighted filing

2018

Assets$2,716,663
Liabilities$0
Net Assets$2,716,663
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $271,6322010Expenses 2011: $354,9032011Expenses 2012: $281,9202012Revenue 2013: $399,777Expenses 2013: $322,823Net Income 2013: $76,9542013Revenue 2014: $418,676Expenses 2014: $390,251Net Income 2014: $28,4252014Revenue 2015: $374,633Expenses 2015: $357,433Net Income 2015: $17,2002015Revenue 2016: $254,663Expenses 2016: $355,387Net Income 2016: -$100,7242016Revenue 2017: $333,998Expenses 2017: $368,530Net Income 2017: -$34,5322017Revenue 2018: $358,018Expenses 2018: $103,879Net Income 2018: $254,1392018Revenue 2019: $390,562Expenses 2019: $369,062Net Income 2019: $21,5002019Revenue 2020: $522,548Expenses 2020: $502,556Net Income 2020: $19,9922020Revenue 2021: $698,523Expenses 2021: $381,263Net Income 2021: $317,2602021Revenue 2022: $268,151Expenses 2022: $324,318Net Income 2022: -$56,1672022Revenue 2023: $1,178,564Expenses 2023: $270,811Net Income 2023: $907,7532023Revenue 2024: $104,266Expenses 2024: $299,552Net Income 2024: -$195,2862024

Highlighted filing

2018

Revenue$358,018
Expenses$103,879
Net Income$254,139
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA H DENTTrustee-$5,445-$5,445
SABRINA GUTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phalarope Foundation
EIN
04-6729068
In Care Of
% WENDY GOLDNER
Phone
2168969191
Address
25201 CHAGRIN BLVD SUITE 370, BEACHWOOD, OH 44122

Signing Officer

Name
Rebecca H Dent
Title
Trustee
Phone
2168969191
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rockefeller & Co LLC
Address
45 Rockefeller Plaza 5th Floor, New York, NY 10111-0212
Preparer
Wendy S Goldner
Phone
2125495100
Raw XML Appendix364 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/Amt010920
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RCM - ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt010920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt050000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt050000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm05000 SHS TECCINO CAFFE, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0323536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11343661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3670912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt05500 FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ROCKEFELLER GLOBAL EQUITY FD,
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CHARCO. NO. 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WOODCOCK INVESTMENT FUND NO. 8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0967494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11841411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt250006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3542316
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt065183
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0287168
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05667
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd032
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0358018
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0358018
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010920
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0292200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05445
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05445
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065183
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065183
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0254139
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0292436
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0595
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03372
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05667
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0595
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06741
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06741
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0292200
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0254043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt046900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt047099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-5032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-5032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt026535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt026535
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04544
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0101680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0103879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0355723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0358018
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0101680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0103879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt292897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4172482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt915490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt292897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4172482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt915490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt292897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4172482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ROCKEFELLER VENTURE FUND - RESIDUAL CASH DIST.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15500 FUND STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25500 FUND LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ROCK GLOBAL STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ROCK GLOBAL LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHARCO NO. 4 STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHARCO NO. 4 LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CHARCO NO. 4 SEC. 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8WIF 8 STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9WIF 8 LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0292200
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0254139
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02716663
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02462524
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02716663
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0192447
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0192447
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0192447
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0197528
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05081
IRS990PF/DistributableAmountGrp/TotalTaxAmt05081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt06000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08444
IRS990PF/FMVAssetsEOYAmt03727855
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0476
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0225
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0476
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0476
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02497056
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02462524
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0125730
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0276152
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0276152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02286569
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02390035
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03401227
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-34532
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0254139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02462524
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02716663
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03727855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02462524
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02716663
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02462524
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02716663
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04010716
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0134736
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03875980
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt060161
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0197528
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03950555
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04010716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05445
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REBECCA H DENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SABRINA GUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C O KHD 25201 CHAGRIN BLVD STE 370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C O KHD 25201 CHAGRIN BLVD STE 370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEACHWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BEACHWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144122
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0289615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0292155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0280000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0288122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0282925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0312050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0240000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.07331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.072087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.08031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.074115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.076255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.063781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03950555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03884206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03587645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03817392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04092166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03762875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.366548
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt045 ROCKEFELLER PLAZA 5TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WENDY GOLDNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02125495370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0192447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt090688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0112496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt098205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0113342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058535
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0192447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0280819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt090688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0112496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt077635
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0280819
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0473266
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0KHD FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06741
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt06741
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS THRU PART
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE OF OH REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt046700
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt046899
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROCK GLOBAL EQUITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WIF 8
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CharCo No. 4
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-6690
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt21659
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-6690
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21659
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASH OVERDRAFT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125785
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NORTHERN TRUST CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt125785
TaxesSchedule/TaxesDetail/Amt04544
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES ON INVEST
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES - PRIOR YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04544
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA H DENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02168969191
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHALAROPE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KOZUSKO HARRIS DUNCAN
ReturnHeader/Filer/BusinessNameControlTxt0PHAL
ReturnHeader/Filer/EIN0046729068
ReturnHeader/Filer/InCareOfNm0% WENDY GOLDNER
ReturnHeader/Filer/PhoneNum02168969191
ReturnHeader/Filer/USAddress/AddressLine1Txt025201 CHAGRIN BLVD SUITE 370
ReturnHeader/Filer/USAddress/CityNm0BEACHWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B49DC46664C270F92D1AABA7A26B29DC45A1996A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008233CECEA3B67585A35730DF1545CF59265C97D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026447020193195000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.244.97.116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rockefeller & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Rockefeller Plaza 5th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101110212
ReturnHeader/PreparerPersonGrp/PhoneNum02125495100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy S Goldner
ReturnHeader/ReturnTs02019-11-15T10:37:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,716,663
Liabilities
$0
Net assets
$2,716,663
Revenue
$358,018
Expenses
$103,879
Net income
$254,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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