Civic Intelligence

The Freeman Foundation P-01644-00-7

990T • Fiscal year 2023 • EIN 13-2965090

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

CO Rcm PO 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

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

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, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
The Freeman Foundation
EIN
13-2965090
Phone
2125495544
Address
CO RCM PO BOX 5016, NEW YORK, NY 10185-5016

Signing Officer

Name
David Stack
Title
Trustee
Phone
2125495544
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Spring Street Tax Resources
Address
12 CENTURY HILL DRIVE SUITE 104, LATHAM, NY 12110
Preparer
William Sullivan
Phone
5183278353
Raw XML Appendix151 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
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt05010
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0145731
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-10773
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0134958
IRS1041ScheduleD/Form4797GainOrLossAmt06295
IRS1041ScheduleD/GainLessIncludedAmt0134958
IRS1041ScheduleD/GainPlusDividendsAmt0134958
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt01908
IRS1041ScheduleD/NetIncomeMinusSmallerAmt0134958
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0145731
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0139436
IRS1041ScheduleD/NetSmallerAmt0129948
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-10773
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-10773
IRS1041ScheduleD/NetTimesPercentAmt025990
IRS1041ScheduleD/SmallerGainAmt0134958
IRS1041ScheduleD/SmallerOfCalcAmt05010
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt03000
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt0134958
IRS1041ScheduleD/SmallerTimesPercentAmt0752
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt014650
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt03000
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt05010
IRS1041ScheduleD/TaxableIncomeAmt0144598
IRS1041ScheduleD/TaxableIncomeLessGainAmt09640
IRS1041ScheduleD/TaxAmt028650
IRS1041ScheduleD/TaxOnTaxableIncomeAmt051646
IRS1041ScheduleD/TaxPlusTimePercentAmt028650
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0145731
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-10773
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0134958
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt09640
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt0145598
IRS1041ScheduleI/AdjustedRegularTaxAmt028650
IRS1041ScheduleI/AdjustedTotalIncomeAmt0145598
IRS1041ScheduleI/AlternativeMinimumTaxAmt00
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt0145598
IRS1041ScheduleI/ApplcblCapGainsOrSchDWrkshtAmt09640
IRS1041ScheduleI/CapitalGainsWorksheetAmt0134958
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt0129948
IRS1041ScheduleI/ExcessOfSumAmt0124938
IRS1041ScheduleI/ExcessOfSumTimesPctAmt024988
IRS1041ScheduleI/FlngThrshldLessThesholdSumAmt05010
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt00
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt09640
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt025740
IRS1041ScheduleI/NetAltMinTaxableIncTimesPctAmt0752
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt033786
IRS1041ScheduleI/NetExemptionAmt015650
IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt050998
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt012750
IRS1041ScheduleI/PassiveActivityAmt00
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt0129948
IRS1041ScheduleI/SmllrAdjNetGainOrTxblIncAmt05010
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt0129948
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt0129948
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt025740
IRS1041ScheduleI/SumOfSmllrAmt05010
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt0134958
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt09640
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt025740
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt025740
IRS990T/BackupWithholdingAmt0954
IRS990T/BalanceDueAmt07967
IRS990T/BooksInCareOfDetail/PersonNm0ROCKEFELLER CAPITAL MANAGEMENT
IRS990T/BooksInCareOfDetail/PhoneNum02125495544
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5016
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0101855016
IRS990T/BookValueAssetsEOYAmt0358789461
IRS990T/CharitableContributionsDedAmt052
IRS990T/ESPenaltyAmt0271
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt020000
IRS990TScheduleA/CapitalGainNetIncomeAmt0134958
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt010692
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0145650
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0145650
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASSTHROUGH ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt0145650
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0145650
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt028650
IRS990T/TaxLessCreditsAmt028650
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt020954
IRS990T/TotalTaxAmt028650
IRS990T/TotalTaxComputationAmt028650
IRS990T/TotalUBTIAmt0144598
IRS990T/TotalUBTIBeforeNOLSpecificAmt0145598
IRS990T/TotalUBTIBeforeSection199AAmt0145598
IRS990T/TotalUBTIComputedAmt0145650
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID STACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02125495544
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FREEMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0132965090
ReturnHeader/Filer/PhoneNum02125495544
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO RCM PO BOX 5016
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101855016
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0880583367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPRING STREET TAX RESOURCES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 CENTURY HILL DRIVE SUITE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05183278353
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM SULLIVAN
ReturnHeader/ReturnTs02024-11-13T14:59:04-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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