Civic Intelligence

The Freeman Foundation P-01644-00-7

990T • Fiscal year 2020 • EIN 13-2965090

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 19, 2021

P O Box 5016New York, NY 10185-5016

(212) 549-5544

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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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.

$400M$300M$200M$100M$0Assets 2010: $251,995,409Liabilities 2010: $0Net Assets 2010: $251,995,4092010Assets 2011: $254,781,509Liabilities 2011: $0Net Assets 2011: $254,781,5092011Assets 2012: $257,681,116Liabilities 2012: $0Net Assets 2012: $257,681,1162012Assets 2013: $268,426,732Liabilities 2013: $0Net Assets 2013: $268,426,7322013Assets 2014: $281,375,849Liabilities 2014: $0Net Assets 2014: $281,375,8492014Assets 2015: $289,965,508Liabilities 2015: $0Net Assets 2015: $289,965,5082015Assets 2016: $294,107,910Liabilities 2016: $0Net Assets 2016: $294,107,9102016Assets 2017: $306,955,942Liabilities 2017: $0Net Assets 2017: $306,955,9422017Assets 2018: $316,817,106Liabilities 2018: $0Net Assets 2018: $316,817,1062018Assets 2019: $322,115,593Liabilities 2019: $0Net Assets 2019: $322,115,5932019Assets 2020: $343,405,683Liabilities 2020: $0Net Assets 2020: $343,405,6832020Assets 2021: $356,596,332Liabilities 2021: $0Net Assets 2021: $356,596,3322021Assets 2022: $343,347,503Liabilities 2022: $0Net Assets 2022: $343,347,5032022Assets 2023: $358,789,461Liabilities 2023: $0Net Assets 2023: $358,789,4612023Assets 2024: $371,529,701Liabilities 2024: $7,117Net Assets 2024: $371,522,5842024

Latest loaded filing

2024

Assets$371,529,701
Liabilities$7,117
Net Assets$371,522,584

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $15,983,5072010Expenses 2011: $15,345,2832011Expenses 2012: $16,639,7832012Revenue 2013: $25,871,506Expenses 2013: $15,096,319Net Income 2013: $10,775,1872013Revenue 2014: $31,720,790Expenses 2014: $18,577,311Net Income 2014: $13,143,4792014Revenue 2015: $28,910,299Expenses 2015: $20,249,793Net Income 2015: $8,660,5062015Revenue 2016: $24,363,030Expenses 2016: $20,336,026Net Income 2016: $4,027,0042016Revenue 2017: $32,892,147Expenses 2017: $20,089,003Net Income 2017: $12,803,1442017Revenue 2018: $31,664,114Expenses 2018: $22,243,770Net Income 2018: $9,420,3442018Revenue 2019: $29,353,855Expenses 2019: $23,777,990Net Income 2019: $5,575,8652019Revenue 2020: $35,941,951Expenses 2020: $18,960,964Net Income 2020: $16,980,9872020Revenue 2021: $37,198,904Expenses 2021: $24,105,888Net Income 2021: $13,093,0162021Revenue 2022: $10,569,405Expenses 2022: $23,594,195Net Income 2022: -$13,024,7902022Revenue 2023: $40,170,636Expenses 2023: $24,212,294Net Income 2023: $15,958,3422023Revenue 2024: $38,663,294Expenses 2024: $26,302,463Net Income 2024: $12,360,8312024

Latest loaded filing

2024

Revenue$38,663,294
Expenses$26,302,463
Net Income$12,360,831
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Freeman Foundation
EIN
13-2965090
In Care Of
% ROCKEFELLER TRUST COMPANYNA
Phone
2125495544
Address
P O Box 5016, NEW YORK, NY 10185-5016

Signing Officer

Name
David Stack
Title
Trustee
Phone
2125495544
Signed
2021-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Rockefeller Trust Co NA
Address
PO Box 5016, New York, NY 10185-5016
Preparer
Susan E Leitner
Phone
2125495544
Raw XML Appendix134 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
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt088711
IRS1041ScheduleD/GainLessIncludedAmt058479
IRS1041ScheduleD/GainPlusDividendsAmt058479
IRS1041ScheduleD/NetGainsTaxAmt065636
IRS1041ScheduleD/NetIncomeMinusSmallerAmt058479
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt058479
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IRS1041ScheduleD/NetTimesPercentAmt011696
IRS1041ScheduleD/SmallerGainAmt058479
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02650
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IRS1041ScheduleD/TaxableIncomeAmt0240366
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IRS1041ScheduleD/TaxAmt077332
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IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt088711
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt09325
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0UBTI ROCK ACCESS 2015 (L/T)
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1UBTI ROCK ACCESS 06-I (L/T)
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2UBTI PERENNIAL III (L/T)
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3UBTI PERENNIAL IV (L/T)
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt09325
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt058479
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt067804
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt04957
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt022917
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-4957
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt212272
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt022917
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt112272
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0UBTI ROCK ACCESS 2015 (S/T)
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1UBTI ROCK ACCESS 06-I (S/T)
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2UBTI PERENNIAL IV (S/T)
IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt04957
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt030232
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt035189
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt048224
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROCKEFELLER TRUST COMPANYNA
IRS990T/BooksInCareOfDetail/PhoneNum02125495544
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt045 ROCKEFELLER PLAZA 5TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0New York
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010111
IRS990T/BookValueAssetsEOYAmt0343405683
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ExtsnRequestIncomeTaxPaidAmt025000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
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IRS990T/Organization501cTrustInd0X
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IRS990TScheduleA/CapitalGainNetIncomeAmt088711
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
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IRS990TScheduleA/SequenceTotalNum01
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt0241366
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Partnership Income
IRS990TScheduleA/UBIBeforeNOLDedAmt0241366
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0241366
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt077332
IRS990T/TaxLessCreditsAmt077332
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt029108
IRS990T/TotalTaxAmt077332
IRS990T/TotalTaxComputationAmt077332
IRS990T/TotalUBTIAmt0240366
IRS990T/TotalUBTIBeforeNOLSpecificAmt0241366
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IRS990T/TotalUBTIComputedAmt0241366
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ReturnHeader/BusinessOfficerGrp/PhoneNum02125495544
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-19
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ReturnHeader/Filer/EIN0132965090
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ReturnHeader/Filer/PhoneNum02125495544
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ReturnHeader/Filer/USAddress/CityNm0NEW YORK
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ReturnHeader/Filer/USAddress/ZIPCd0101855016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133321291
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ReturnHeader/PreparerPersonGrp/PhoneNum02125495544
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ReturnHeader/ReturnTypeCd0990T
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$372$0.01$372$38.7$26.3$12.4
2023Detailed filing. Detailed filing data is available for this year.$359$0.00$359$40.2$24.2$16.0
2022Detailed filing. Detailed filing data is available for this year.$343$0.00$343$10.6$23.6$13.0
2021Detailed filing. Detailed filing data is available for this year.$357$0.00$357$37.2$24.1$13.1
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$343$0.00$343$35.9$19.0$17.0
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$322$0.00$322$29.4$23.8$5.58
2018Detailed filing. Detailed filing data is available for this year.$317$0.00$317$31.7$22.2$9.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$307$0.00$307$32.9$20.1$12.8
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$294$0.00$294$24.4$20.3$4.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$290$0.00$290$28.9$20.2$8.66
2014Detailed filing. Detailed filing data is available for this year.$281$0.00$281$31.7$18.6$13.1
2013Detailed filing. Detailed filing data is available for this year.$268$0.00$268$25.9$15.1$10.8
2012Detailed filing. Detailed filing data is available for this year.$258$0.00$258$16.6
2011Detailed filing. Detailed filing data is available for this year.$255$0.00$255$15.3
2010Detailed filing. Detailed filing data is available for this year.$252$0.00$252$16.0