Civic Intelligence

Trust for Mutual Understanding

990T • Fiscal year 2023 • EIN 13-3212724

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

CO Rcm 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

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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2023
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Trust for Mutual Understanding
EIN
13-3212724
Phone
2125495544
Address
CO RCM PO BOX 5016, NEW YORK, NY 10185-5016

Signing Officer

Name
Susan Berresford
Title
Trustee
Phone
2125495527
Signed
2023-11-15
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 Appendix121 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/DiffOfSmallerAmt03000
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt07654
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt09896
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-826
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt09070
IRS1041ScheduleD/Form4797GainOrLossAmt0248
IRS1041ScheduleD/GainLessIncludedAmt09070
IRS1041ScheduleD/GainPlusDividendsAmt09070
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt00
IRS1041ScheduleD/NetIncomeMinusSmallerAmt06070
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt09896
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt09648
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-826
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-826
IRS1041ScheduleD/SmallerGainAmt09070
IRS1041ScheduleD/SmallerOfCalcAmt04654
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt03000
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt07654
IRS1041ScheduleD/SmallerTimesPercentAmt0698
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt07654
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt04654
IRS1041ScheduleD/TaxableIncomeAmt07654
IRS1041ScheduleD/TaxableIncomeLessGainAmt00
IRS1041ScheduleD/TaxAmt0698
IRS1041ScheduleD/TaxOnTaxableIncomeAmt01431
IRS1041ScheduleD/TaxPlusTimePercentAmt0698
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt09896
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-826
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt09070
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt03000
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/BookValueAssetsEOYAmt025581664
IRS990T/CharitableContributionsDedAmt04
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt08264
IRS990T/OverpaymentSection/OverpaymentAmt08264
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt08962
IRS990TScheduleA/CapitalGainNetIncomeAmt09070
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt01401
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt01401
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0989
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt010059
IRS990TScheduleA/TotUnrltTrdBusIncmAmt010059
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBIT FROM PASS-THROUGH ENTITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt08658
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt08658
IRS990T/Section199ADeductionAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0698
IRS990T/TaxLessCreditsAmt0698
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt08962
IRS990T/TotalTaxAmt0698
IRS990T/TotalTaxComputationAmt0698
IRS990T/TotalUBTIAmt07654
IRS990T/TotalUBTIBeforeNOLSpecificAmt08654
IRS990T/TotalUBTIBeforeSection199AAmt08654
IRS990T/TotalUBTIComputedAmt08658
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BERRESFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02125495527
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST FOR MUTUAL UNDERSTANDING
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0133212724
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/ReturnTs02024-11-13T14:17:38-06:00
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.$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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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