Civic Intelligence

The Community Foundation of Oyster Bay Inc

990 • Fiscal year 2019 • EIN 11-2590825

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A
PO Box 329Oyster Bay, NY 11771-0329

(516) 922-6144

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.00x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Net Margin

89th percentile

83%

Higher net margin than 89% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Asset Growth

93rd percentile

57%

Faster asset growth than 93% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

506%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$7,690,667

Up $2,791,102 (+57%) from 2018

Net Assets

Up

$7,680,667

Up $2,791,102 (+57%) from 2018

Liabilities

Flat

$10,000

Flat from 2018

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin89th percentile

Revenue

Up

$2,557,873

Up $2,135,473 (+506%) from 2018

Expenses

Up

$427,644

Up $12,456 (+3.0%) from 2018

Net Income

Up

$2,130,229

Up $2,123,017 (+29437%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,884,364Liabilities 2010: $12,649Net Assets 2010: $1,871,7152010Assets 2011: $1,851,347Liabilities 2011: $6,000Net Assets 2011: $1,845,3472011Assets 2012: $2,048,638Liabilities 2012: $9,776Net Assets 2012: $2,038,8622012Assets 2013: $2,388,405Liabilities 2013: $11,799Net Assets 2013: $2,376,6062013Assets 2014: $2,519,703Liabilities 2014: $15,408Net Assets 2014: $2,504,2952014Assets 2015: $2,526,549Liabilities 2015: $10,855Net Assets 2015: $2,515,6942015Assets 2016: $2,817,390Liabilities 2016: $10,000Net Assets 2016: $2,807,3902016Assets 2017: $5,375,856Liabilities 2017: $10,000Net Assets 2017: $5,365,8562017Assets 2018: $4,899,565Liabilities 2018: $10,000Net Assets 2018: $4,889,5652018Assets 2019: $7,690,667Liabilities 2019: $10,000Net Assets 2019: $7,680,6672019Assets 2020: $7,549,434Liabilities 2020: $10,000Net Assets 2020: $7,539,4342020Assets 2021: $7,672,653Liabilities 2021: $10,000Net Assets 2021: $7,662,6532021Assets 2022: $7,415,111Liabilities 2022: $10,000Net Assets 2022: $7,405,1112022Assets 2023: $7,267,748Liabilities 2023: $10,275Net Assets 2023: $7,257,4732023Assets 2024: $7,830,326Liabilities 2024: $10,275Net Assets 2024: $7,820,0512024

Highlighted filing

2019

Assets$7,690,667
Liabilities$10,000
Net Assets$7,680,667
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $297,4242010Revenue 2011: $365,140Expenses 2011: $317,131Net Income 2011: $48,0092011Expenses 2012: $318,1982012Revenue 2013: $461,664Expenses 2013: $299,288Net Income 2013: $162,3762013Revenue 2014: $435,721Expenses 2014: $303,515Net Income 2014: $132,2062014Revenue 2015: $548,792Expenses 2015: $305,092Net Income 2015: $243,7002015Revenue 2016: $565,420Expenses 2016: $312,924Net Income 2016: $252,4962016Revenue 2017: $2,551,799Expenses 2017: $345,182Net Income 2017: $2,206,6172017Revenue 2018: $422,400Expenses 2018: $415,188Net Income 2018: $7,2122018Revenue 2019: $2,557,873Expenses 2019: $427,644Net Income 2019: $2,130,2292019Revenue 2020: $987,418Expenses 2020: $548,161Net Income 2020: $439,2572020Revenue 2021: $841,812Expenses 2021: $769,630Net Income 2021: $72,1822021Revenue 2022: $529,342Expenses 2022: $1,196,534Net Income 2022: -$667,1922022Revenue 2023: $439,574Expenses 2023: $609,877Net Income 2023: -$170,3032023Revenue 2024: $1,126,053Expenses 2024: $598,912Net Income 2024: $527,1412024

Highlighted filing

2019

Revenue$2,557,873
Expenses$427,644
Net Income$2,130,229
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$2,570,748
Mission and Program Overview

Mission

To support worthy community and charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,476,886$5,264,547▲ $787,661
Savings and Temporary Cash Investments$64,841$2,051,848▲ $1,987,007
Investments in Publicly Traded Securities$246,780$315,635▲ $68,855
Cash and Non-Interest-Bearing Accounts$108,138$56,551▼ $51,587
Land, Buildings, and Equipment, Net$2,920$2,086▼ $834
Total Assets$4,899,565$7,690,667▲ $2,791,102
Liabilities
Accounts Payable and Accrued Expenses$10,000$10,000→ $0
Total Liabilities$10,000$10,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,889,565$7,680,667▲ $2,791,102
Total Net Assets Fund Balance$4,889,565$7,680,667▲ $2,791,102
Total Liabilities and Net Assets / Fund Balance$4,899,565$7,690,667▲ $2,791,102

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$221,408$221,408
Other Land Buildings$2,086$2,085$4,171
Other Securities$5,264,547--
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Cathy HoggPresident
Julia Deming VaughnVice President
David TownsendHonorary Trustee
Owen T SmithHonorary Trustee
Asia StokesTrustee
Diana CollinsTrustee
Elizabeth FeldmanTrustee
Fern SeniorTrustee
Gail CaulkinsTrustee
Helen a DolanTrustee
Megan UrdeaTrustee
Michelle Bahnik MercierTrustee
Michelle GokeyTrustee
Rebecca FlattersTrustee
Jeffrey PreyAssistant Treasurer
Edward C MohlenhoffSecretary
Jamie TownsendTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,324,074
Program Service Revenue
$0
Investment Income
$217,131
Other Revenue
$16,668
All Other Contributions
$2,279,713
Change in Net Assets
$2,130,229

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,557,873
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$673,747
Total Revenue per Audited Statements
$3,231,620
Total Revenue per Form 990
$2,557,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$318,942
Other Expenses$108,702
Total Fundraising Expense$1,676
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$318,942--$318,942
Office Expenses-$28,912-$28,912
Fees for Services Accounting-$11,000-$11,000
Occupancy-$7,650-$7,650
Other Expenses-$1,878$1,676$1,676
All Other Expenses-$1,234-$1,234
Depreciation Depletion-$834-$834
Total Functional Expenses$318,942$107,026$1,676$427,644

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$440,518
Expenses per Audited Statements$427,644
Total Expenses per Form 990$427,644
Expenses Not Reported on Form 990$12,874
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Youth & Family CounselingOyster Bay, NY501(c)(3)To Make Up Budget Deficits, Support Parent Child Home & Build a Better Oyster Bay Programs.$216,587
Life Enrichment CenterOyster Bay, NY501(c)(3)To Underwrite Transportation Costs for Seniors.$35,000
Cultural Hispanic Center of Oyster BayOyster Bay, NY501(c)(3)To Support the After School Results in Education Program.$22,000
Boys & Girls of E NorwichOyster Bay, NY501(c)(3)TO SUPPORT CHILDREN'S PROGRAMS$11,855
Harmony Heights SchoolEast Norwich, NY501(c)(3)TO SUPPORT CHILDREN'S PROGRAMS$10,000
Oyster Bay Main Street AssociationOyster Bay, NY501(c)(3)To Support Oyster Bay Main Street Association.$10,000
Waterfront CenterOyster Bay, NY501(c)(3)TO SUPPORT CHILDREN'S PROGRAMS$8,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,000
Fundraising Direct Expenses$12,874
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$59,361$15,000$4,693$10,307
Total Events$59,361$15,000$12,874$2,126
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jeffrey prey is the assistant treasurer of the community fdtn of oyster bay and a trustee of the community social action committee and the youth and family counseling agency. Edward c. Mohlenhoff is the secretary of the community fdtn of oyster bay and vice-president of the life enrichment center. Julia deming vaughn is the vice president of the community foundation. Her mother jamie t. Deming is a trustee of the waterfront center. Michelle bahnik mercier is a trustee of the community foundation. Her brother, claude bahnik is a trustee of oyster bay main street.”

Form 990, Part VI, Section B, Line 11B

“Reviewed by treasurer and/or president.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Elizabeth feldman - p.o. Box 329, oyster bay, ny 11771-0329. Diana collins - p.o. Box 329, oyster bay, ny 11771-0329. Helen a. Dolan - p.o. Box 329, oyster bay, ny 11771-0329. Jeffrey prey - p.o. Box 329, oyster bay, ny 11771-0329. Owen t. Smith - p.o. Box 329, oyster bay, ny 11771-0329. Jamie townsend - p.o. Box 329, oyster bay, ny 11771-0329. Michelle gokey - p.o. Box 329, oyster bay, ny 11771-0329. Cathy hogg - p.o. Box 329, oyster bay, ny 11771-0329. Gail caulkins - p.o. Box 329, oyster bay, ny 11771-0329. Julia deming vaughn - p.o. Box 329, oyster bay, ny 11771-0329. Edward c. Mohlenhoff - p.o. Box 329, oyster bay, ny 11771-0329. Michelle bahnik mercier - p.o. Box 329, oyster bay, ny 11771-0329. Rebecca flatters - p.o. Box 329, oyster bay, ny 11771-0329. David townsend - p.o. Box 329, oyster bay, ny 11771-0329. Fern senior - p.o. Box 329, oyster bay, ny 11771-0329. Asia stokes - p.o. Box 329, oyster bay, ny 11771-0329. Megan urdea - p.o. Box 329, oyster bay, ny 11771-0329.”

Filing and Contact Details

Filer

Filer Name
The Community Foundation
EIN
11-2590825
Phone
5169226144
Address
PO BOX 329, OYSTER BAY, NY 11771-0329

Signing Officer

Name
Cathy Hogg
Title
President
Phone
5169226144
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathy Hogg
Formed
1982
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Coopersmith Simon & Vogel Pc
Address
50 CHARLES LINDBERGH BLVD STE 605, UNIONDALE, NY 11553
Preparer
William a Vogel
Phone
5164835800
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expense 12,874.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expense 12,874.”

Raw XML AppendixShowing 400 of 562 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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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt044361
IRS990/FundraisingDirectExpensesAmt012874
IRS990/FundraisingGrossIncomeAmt015000
IRS990/GainOrLossGrp/OtherAmt086891
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0216587
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0318942
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0318942
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt086891
IRS990/GrossReceiptsAmt02570748
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0130240
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0130240
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04476886
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05264547
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0246780
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0315635
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0223493
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02920
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02086
IRS990/LandBldgEquipCostOrOtherBssAmt0225579
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt01
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT WORTHY COMMUNITY AND CHARITABLE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04889565
IRS990/NetAssetsOrFundBalancesEOYAmt07680667
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt086891
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt086891
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02126
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02126
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-1
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-1
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0660873
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04889565
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07680667
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt015922
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07650
IRS990/OccupancyGrp/TotalAmt07650
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028912
IRS990/OfficeExpensesGrp/TotalAmt028912
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSE
IRS990/OtherExpensesGrp/Desc1INSURANCE
IRS990/OtherExpensesGrp/Desc2INTERNET AND WEB DESIGN
IRS990/OtherExpensesGrp/Desc3PRINTING AND STATIONERY
IRS990/OtherExpensesGrp/FundraisingAmt01676
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049419
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16099
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21878
IRS990/OtherExpensesGrp/TotalAmt049419
IRS990/OtherExpensesGrp/TotalAmt16099
IRS990/OtherExpensesGrp/TotalAmt21878
IRS990/OtherExpensesGrp/TotalAmt31676
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/Desc0OTHER PORTFOLIO INC (L
IRS990/OtherRevenueMiscGrp/ExclusionAmt014543
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014543
IRS990/OtherRevenueTotalAmt014543
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CATHY HOGG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MAIN STREET ASSOCIATION- TO HELP SUPPORT OYSTER BAY MAIN STREET ASSOCIATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010000
IRS990/ProgSrvcAccomActy3Grp/Desc0CULTURAL HISPANIC CENTER
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt022000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt022000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LIFE ENRICHMENT CENTER-$35,000THE WATERFRONT CENTER TO SUPPORT CHILDREN'S PROGRAMS-$8,500COMMUNITY SOCIAL ACTION COMMITTEE-$2,500BULLOCK SCHOLARSHIP-$2,500BOYS & GIRLS OF E. NORWICH-$11,855HARMONY HEIGHTS-$10,000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt070355
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt070355
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0313065
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0321397
IRS990/PYInvestmentIncomeAmt0118804
IRS990/PYOtherExpensesAmt093791
IRS990/PYOtherRevenueAmt0-9469
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07212
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0415188
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0422400
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02130229
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-1
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt064841
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02051848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0307241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0306777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0379123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0460625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0350418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01804184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0144783
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt099679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt089398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt057183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt077257
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0468300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49700
IRS990ScheduleA/PublicSupportPY170Pct00.52030
IRS990ScheduleA/PublicSupportTotal170Amt01129484
IRS990ScheduleA/SubstantialContributorsTotAmt0674700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0307241
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0306777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0379123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0460625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0350418
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01804184
IRS990ScheduleA/TotalSupportAmt02272484
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0221408
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0221408
IRS990ScheduleD/ExpensesNotReportedAmt012874
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0427644
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0660873
IRS990ScheduleD/OtherExpensesIncludedAmt012874
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02086
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02085
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04171
IRS990ScheduleD/OtherRevenueAmt012874
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05264547
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ROCKEFELLER BALANCED FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0673747
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02557873
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EVENT EXPENSE 12,874.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EVENT EXPENSE 12,874.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02086
IRS990ScheduleD/TotalBookValueSecuritiesAmt05264547
IRS990ScheduleD/TotalExpensesPerForm990Amt0427644
IRS990ScheduleD/TotalRevenuePerForm990Amt02557873
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03231620
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0440518
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt044361
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt044361
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012874
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GARDEN PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08181
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02126
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04693
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04693

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,690,667
Liabilities
$10,000
Net assets
$7,680,667
Revenue
$2,557,873
Expenses
$427,644
Net income
$2,130,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.01$7.82$1.13$0.60$0.53
2023Detailed filing. Detailed filing data is available for this year.$7.27$0.01$7.26$0.44$0.61$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.01$7.41$0.53$1.20$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.01$7.66$0.84$0.77$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$0.01$7.54$0.99$0.55$0.44
2019Detailed filing. Detailed filing data is available for this year.$7.69$0.01$7.68$2.56$0.43$2.13
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.01$4.89$0.42$0.42$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.01$5.37$2.55$0.35$2.21
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.01$2.81$0.57$0.31$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.01$2.52$0.55$0.31$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.02$2.50$0.44$0.30$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.39$0.01$2.38$0.46$0.30$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.01$2.04$0.32
2011Summary only. Only limited summary data is available for this year.$1.85$0.01$1.85$0.37$0.32$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.01$1.87$0.30