Civic Intelligence

Jerome L Greene Foundation Inc.

990PF • Fiscal year 2015 • EIN 13-2960852

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 07, 2016

Organization Profile

View Organization Page

146 Central Park West Suite 1ENew York, NY 10023

(212) 688-1550

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2015 filings • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

5th percentile

0.00x

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

2015 filings • $250M-$1B nonprofits • Source year 2015

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

7th percentile

$150,000

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2015 filings • $250M-$1B nonprofits • Source year 2015

Asset Growth

98th percentile

89%

Faster asset growth than 98% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

5072%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$580,723,921

Up $273,823,283 (+89%) from 2014

Net Assets

Up

$580,723,921

Up $273,823,283 (+89%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin98th percentile

Revenue

Up

$299,407,459

Up $293,618,760 (+5072%) from 2014

Expenses

Up

$25,094,785

Up $10,673,754 (+74%) from 2014

Net Income

Up

$274,312,674

Up $282,945,006 (+3278%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$800M$600M$400M$200M$0Assets 2010: $27,426,123Liabilities 2010: $0Net Assets 2010: $27,426,1232010Assets 2011: $530,729,036Liabilities 2011: $0Net Assets 2011: $530,729,0362011Assets 2012: $401,110,415Liabilities 2012: $0Net Assets 2012: $401,110,4152012Assets 2013: $316,758,786Liabilities 2013: $0Net Assets 2013: $316,758,7862013Assets 2014: $306,900,638Liabilities 2014: $1Net Assets 2014: $306,900,6382014Assets 2015: $580,723,921Liabilities 2015: $0Net Assets 2015: $580,723,9212015Assets 2016: $566,812,247Liabilities 2016: $2,451,819Net Assets 2016: $564,360,4282016Assets 2019: $661,130,960Liabilities 2019: $3,4022019Assets 2020: $684,405,574Liabilities 2020: $1,853Net Assets 2020: $684,403,7212020Assets 2021: $761,173,462Liabilities 2021: $2,184Net Assets 2021: $761,171,2782021Assets 2022: $645,027,335Liabilities 2022: $1,441Net Assets 2022: $645,025,8942022Assets 2023: $736,666,168Liabilities 2023: $1,7602023Assets 2024: $794,304,840Liabilities 2024: $4,155Net Assets 2024: $794,300,6852024

Highlighted filing

2015

Assets$580,723,921
Liabilities$0
Net Assets$580,723,921
Open 2015 Filing

Operations Trend

Revenue Growth100th percentile

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

$300M$200M$100M$0-$100MExpenses 2010: $4,738,2082010Expenses 2011: $2,986,5262011Expenses 2012: $139,209,6432012Revenue 2013: $18,328,318Expenses 2013: $102,776,753Net Income 2013: -$84,448,4352013Revenue 2014: $5,788,699Expenses 2014: $14,421,031Net Income 2014: -$8,632,3322014Revenue 2015: $299,407,459Expenses 2015: $25,094,785Net Income 2015: $274,312,6742015Revenue 2016: $19,605,012Expenses 2016: $16,159,648Net Income 2016: $3,445,3642016Revenue 2019: $31,113,994Expenses 2019: $31,885,683Net Income 2019: -$771,6892019Revenue 2020: $13,654,355Expenses 2020: $36,686,121Net Income 2020: -$23,031,7662020Revenue 2021: $44,061,271Expenses 2021: $39,205,847Net Income 2021: $4,855,4242021Revenue 2022: $33,465,885Expenses 2022: $37,142,089Net Income 2022: -$3,676,2042022Revenue 2023: $51,440,146Expenses 2023: $37,545,844Net Income 2023: $13,894,3022023Revenue 2024: $38,970,818Expenses 2024: $43,761,195Net Income 2024: -$4,790,3772024

Highlighted filing

2015

Revenue$299,407,459
Expenses$25,094,785
Net Income$274,312,674
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 7, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina McInerneyPresident And CEOFT$150,000-$150,000
Barbara PrawdzikSecretaryFT$51,187-$51,187
Filing and Contact Details

Filer

Filer Name
Jerome L Greene Foundation Inc
EIN
13-2960852
In Care Of
% ROCKEFELLER TRUST COMPANYN
Phone
2126881550
Address
146 Central Park West Suite 1E, NEW YORK, NY 10023

Signing Officer

Name
Christine Mcinerney
Title
President
Phone
2125495544
Signed
2016-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Rockefeller Trust Co NA
Address
PO Box 5016, New York, NY 10185-5016
Preparer
Susan E Leitner CPA
Phone
2125495544
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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ROCKEFELLER US SMALL CAP (ST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ROCKEFELLER US SMALL CAP (LT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2S/T COVERED (5)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3S/T NONCOVERED (5)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4S/T COVERED (10)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5L/T COVERED (10)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6L/T NONCOVERED (10)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7S/T COVERED (14)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8L/T COVERED (14)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9S/T COVERED (15)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10L/T COVERED (15)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11S/T COVERED (17)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12L/T COVERED (17)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13L/T NONCOVERED (17)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14S/T COVERED (6)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LOSS ON DISPOSITION OF 724 FIFTH AVENUE REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16LOSS ON DISPOSITION OF LEXINGTON BUILDING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SECTION 1231 ON SALE OF LEXINGTON BUILDING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18GAIN ON LITIGATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19S/T NONCOVERED (11)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20L/T COVERED (11)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21L/T NONCOVERED(11)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22L/T NONCOVERED (12)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0290970373
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0274312674
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0489391
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0581213312
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0306900638
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0580723921
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019203629
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019203629
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019203629
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025080750
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05877121
IRS990PF/DistributableAmountGrp/TotalTaxAmt05877121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0715852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06592973
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05877121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0715852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05877121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05877121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06592973
IRS990PF/FMVAssetsEOYAmt0576099599
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt03462384
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0913547
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt03462384
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt03462287
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08461081
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt063820981
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt063820981
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt094649496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0340023414
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0336087506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt041396202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0110089070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0108075858
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0151057
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02570311
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02485157
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02419254
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02511726
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0122464676
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt017018741
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018518711
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0306900638
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0580723921
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0306900638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0580723921
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0576099599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0306900638
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0580723921
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0306900638
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0580723921
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt036530479
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt043890077
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt043622530
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0509253814
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt075035634
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0378975477
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07638807
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt055242703
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025080750
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0501615007
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0509253814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SPENCER HARPER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Robert Weissenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt076800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1183337
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Legal Counsel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Counsel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0C/o J Greene Fdn 146 Cntrl Park Wes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1C/o J Greene Fdn 146 Cntrl Park Wes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt151187
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christina McInerney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Barbara Prawdzik
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President and CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o Jerome L Greene Foundation Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o Jerome L Greene Foundation Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110023
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt082075251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt085013812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013329954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0101300049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0137504008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02160750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04373584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.163622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.325757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.263995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.030697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.156365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02938561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0501615007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0322807099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0310967955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0520858052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt070389154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt027970337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt013017948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.818108
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013017948
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013017948
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013017948
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
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/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 ROCKEFELLER PL 3RD FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROCKEFELLER TRUST COMPANYNA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02125495544
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012478611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010020
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012478611
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$580,723,921
Liabilities
$0
Net assets
$580,723,921
Revenue
$299,407,459
Expenses
$25,094,785
Net income
$274,312,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$794$0.00$794$39.0$43.8$4.79
2023Detailed filing. Detailed filing data is available for this year.$737$0.00$51.4$37.5$13.9
2022Detailed filing. Detailed filing data is available for this year.$645$0.00$645$33.5$37.1$3.68
2021Detailed filing. Detailed filing data is available for this year.$761$0.00$761$44.1$39.2$4.86
2020Detailed filing. Detailed filing data is available for this year.$684$0.00$684$13.7$36.7$23.0
2019Summary only. Only limited summary data is available for this year.$661$0.00$31.1$31.9$0.77
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$567$2.45$564$19.6$16.2$3.45
2015Detailed filing. Detailed filing data is available for this year.$581$0.00$581$299$25.1$274
2014Detailed filing. Detailed filing data is available for this year.$307$0.00$307$5.79$14.4$8.63
2013Detailed filing. Detailed filing data is available for this year.$317$0.00$317$18.3$103$84.4
2012Detailed filing. Detailed filing data is available for this year.$401$0.00$401$139
2011Detailed filing. Detailed filing data is available for this year.$531$0.00$531$2.99
2010Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$4.74
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $250M-$1B nonprofits