Civic Intelligence

The Freeman Foundation P-01644-00-7

990T • Fiscal year 2022 • EIN 13-2965090

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

P O Box 5016New York, NY 10185-5016

(212) 549-5544

Siviq Scores

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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, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v7.0
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
2023-05-15
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 Appendix115 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/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-24968
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-41431
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0-24968
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-16463
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-24968
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-16463
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0-41431
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt025318
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt24182
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-18625
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt016380
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt1218
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-16380
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-218
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2135
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0135
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ROCKACCESS 2015 ST UBIT
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1PERENNIAL RE FUND III ST UBIT
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2PERENNIAL RE IV ST UBIT
IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt016598
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-16463
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0135
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
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/BookValueAssetsEOYAmt0343347503
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt020000
IRS990T/OverpaymentSection/OverpaymentAmt020000
IRS990T/PriorYearOverpaymentCreditAmt020000
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1293
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-1293
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-1293
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Partnership Income
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1293
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-1293
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalPaymentsAmt020000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Stack
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02125495544
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FREEMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0132965090
ReturnHeader/Filer/InCareOfNm0% ROCKEFELLER TRUST COMPANYNA
ReturnHeader/Filer/PhoneNum02125495544
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 5016
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101855016
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101855016
ReturnHeader/PreparerPersonGrp/PhoneNum02125495544
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan E Leitner
ReturnHeader/ReturnTs02023-11-07T10:02:16-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stack
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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