Civic Intelligence

Trust for Mutual Understanding

990T • Fiscal year 2020 • EIN 13-3212724

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

Organization Profile

View Organization Page

PO Box 5016New York, NY 10185-5016

(212) 549-5544

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

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.

$40M$30M$20M$10M$0Assets 2010: $31,949,123Liabilities 2010: $0Net Assets 2010: $31,949,1232010Assets 2011: $30,045,197Liabilities 2011: $0Net Assets 2011: $30,045,1972011Assets 2012: $29,741,773Liabilities 2012: $0Net Assets 2012: $29,741,7732012Assets 2013: $29,936,793Liabilities 2013: $1Net Assets 2013: $29,936,7932013Assets 2014: $30,761,206Liabilities 2014: $1Net Assets 2014: $30,761,2062014Assets 2015: $30,729,507Liabilities 2015: $1Net Assets 2015: $30,729,5072015Assets 2016: $30,115,951Liabilities 2016: $0Net Assets 2016: $30,115,8292016Assets 2019: $28,255,337Liabilities 2019: $12019Assets 2020: $29,956,539Liabilities 2020: $1Net Assets 2020: $29,956,5392020Assets 2021: $30,723,169Liabilities 2021: $0Net Assets 2021: $30,723,1692021Assets 2022: $27,906,740Liabilities 2022: $0Net Assets 2022: $27,906,7402022Assets 2023: $25,581,664Liabilities 2023: $12023Assets 2024: $25,676,371Liabilities 2024: $0Net Assets 2024: $25,676,3712024

Latest loaded filing

2024

Assets$25,676,371
Liabilities$0
Net Assets$25,676,371
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,010,4942010Expenses 2011: $4,524,0072011Expenses 2012: $2,917,9472012Revenue 2013: $3,331,943Expenses 2013: $3,152,399Net Income 2013: $179,5442013Revenue 2014: $4,118,369Expenses 2014: $3,248,357Net Income 2014: $870,0122014Revenue 2015: $3,548,718Expenses 2015: $3,543,256Net Income 2015: $5,4622015Revenue 2016: $2,889,525Expenses 2016: $3,449,233Net Income 2016: -$559,7082016Revenue 2019: $3,327,519Expenses 2019: $4,028,149Net Income 2019: -$700,6302019Revenue 2020: $5,990,403Expenses 2020: $3,491,815Net Income 2020: $2,498,5882020Revenue 2021: $5,429,579Expenses 2021: $3,618,700Net Income 2021: $1,810,8792021Revenue 2022: $2,584,429Expenses 2022: $4,203,437Net Income 2022: -$1,619,0082022Revenue 2023: $3,572,093Expenses 2023: $4,573,317Net Income 2023: -$1,001,2242023Revenue 2024: $3,838,936Expenses 2024: $4,291,399Net Income 2024: -$452,4632024

Latest loaded filing

2024

Revenue$3,838,936
Expenses$4,291,399
Net Income-$452,463
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Trust for Mutual Understanding
EIN
13-3212724
In Care Of
% ROCKEFELLER TRUST COMPANYN
Phone
2125495544
Address
PO BOX 5016, NEW YORK, NY 10185-5016

Signing Officer

Name
Susan Berresford
Title
Trustee
Phone
2126495809
Signed
2021-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Rockefeller Trust Co NA
Address
PO Box 5016, New York, NY 10185-5016
Preparer
Susan E Leitner CPA
Phone
2125495544
Raw XML Appendix117 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/DiffOfSmallerAmt0379
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt0379
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0379
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt01718
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt02097
IRS1041ScheduleD/GainLessIncludedAmt0379
IRS1041ScheduleD/GainPlusDividendsAmt0379
IRS1041ScheduleD/NetGainsTaxAmt080
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0379
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt01718
IRS1041ScheduleD/SmallerGainAmt0379
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt01178
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt01178
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt0799
IRS1041ScheduleD/TaxableIncomeAmt01178
IRS1041ScheduleD/TaxableIncomeLessGainAmt0799
IRS1041ScheduleD/TaxAmt080
IRS1041ScheduleD/TaxOnTaxableIncomeAmt0118
IRS1041ScheduleD/TaxPlusTimePercentAmt080
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0379
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt01718
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt02097
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0379
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0379
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01718
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt01718
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt01178
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt039
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1340
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt039
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt1340
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ROCK ACCESS 06-II UBTI
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ROCK ACCESS 2015 UBTI
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0379
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0379
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01718
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt01718
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ROCK ACCESS 2015 UBTI
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt01718
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt01718
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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/BookValueAssetsEOYAmt029956539
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt04028
IRS990T/OverpaymentSection/OverpaymentAmt04028
IRS990T/PriorYearOverpaymentCreditAmt04108
IRS990TScheduleA/CapitalGainNetIncomeAmt02097
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt081
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02178
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02178
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Partnership Income
IRS990TScheduleA/UBIBeforeNOLDedAmt02178
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02178
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt080
IRS990T/TaxLessCreditsAmt080
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04108
IRS990T/TotalTaxAmt080
IRS990T/TotalTaxComputationAmt080
IRS990T/TotalUBTIAmt01178
IRS990T/TotalUBTIBeforeNOLSpecificAmt02178
IRS990T/TotalUBTIBeforeSection199AAmt02178
IRS990T/TotalUBTIComputedAmt02178
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Berresford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126495809
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST FOR MUTUAL UNDERSTANDING
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0133212724
ReturnHeader/Filer/InCareOfNm0% ROCKEFELLER TRUST COMPANYN
ReturnHeader/Filer/PhoneNum02125495544
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5016
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101855016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133321291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rockefeller Trust Co NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5016
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101855016
ReturnHeader/PreparerPersonGrp/PhoneNum02125495544
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan E Leitner CPA
ReturnHeader/ReturnTs02021-11-04T14:39:56-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Berresford
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$0.00$25.7$3.84$4.29$0.45
2023Detailed filing. Detailed filing data is available for this year.$25.6$0.00$3.57$4.57$1.00
2022Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$2.58$4.20$1.62
2021Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$5.43$3.62$1.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$0.00$30.0$5.99$3.49$2.50
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$28.3$0.00$3.33$4.03$0.70
2018Detailed filing. Detailed filing data is available for this year.
2017Detailed filing. Detailed filing data is available for this year.
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$30.1$0.00$30.1$2.89$3.45$0.56
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$0.00$30.7$3.55$3.54$0.01
2014Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$4.12$3.25$0.87
2013Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$3.33$3.15$0.18
2012Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$2.92
2011Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$4.52
2010Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$5.01