Civic Intelligence

The Woodcock #4 Foundation C/O Rockefeller & Company Inc

990PF • Fiscal year 2015 • EIN 13-3717633

Dec 01, 2014 to Nov 30, 2015 • Filed on Sep 02, 2016

Organization Profile
P O Box 5016New York, NY 10185-5016

(212) 549-5100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

54th percentile

$1,174

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

72nd percentile

8.4%

Faster asset growth than 72% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$720,375

Up $55,597 (+8.4%) from 2014

Net Assets

Up

$720,375

Up $55,597 (+8.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin96th percentile

Revenue

Up

$70,435

Up $7,369 (+12%) from 2014

Expenses

Down

$14,838

Down $50,936 (-77%) from 2014

Net Income

Up

$55,597

Up $58,305 (+2153%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $609,192Liabilities 2010: $0Net Assets 2010: $609,1922010Assets 2011: $649,366Liabilities 2011: $0Net Assets 2011: $649,3662011Assets 2012: $653,974Liabilities 2012: $12012Assets 2013: $670,072Liabilities 2013: $0Net Assets 2013: $670,0722013Assets 2014: $664,778Liabilities 2014: $0Net Assets 2014: $664,7782014Assets 2015: $720,375Liabilities 2015: $0Net Assets 2015: $720,3752015Assets 2016: $730,886Liabilities 2016: $0Net Assets 2016: $730,8862016Assets 2017: $784,817Liabilities 2017: $0Net Assets 2017: $784,8172017Assets 2018: $777,893Liabilities 2018: $0Net Assets 2018: $777,8932018Assets 2019: $850,679Liabilities 2019: $0Net Assets 2019: $850,6792019Assets 2020: $883,006Liabilities 2020: $0Net Assets 2020: $883,0062020Assets 2021: $638,708Liabilities 2021: $0Net Assets 2021: $638,7102021Assets 2022: $671,385Liabilities 2022: $0Net Assets 2022: $671,3882022Assets 2023: $676,899Liabilities 2023: $0Net Assets 2023: $676,8992023Assets 2024: $830,963Liabilities 2024: $0Net Assets 2024: $830,9632024

Highlighted filing

2015

Assets$720,375
Liabilities$0
Net Assets$720,375
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $36,8102010Expenses 2011: $42,8862011Revenue 2012: $51,473Expenses 2012: $46,865Net Income 2012: $4,6082012Revenue 2013: $61,966Expenses 2013: $45,868Net Income 2013: $16,0982013Revenue 2014: $63,066Expenses 2014: $65,774Net Income 2014: -$2,7082014Revenue 2015: $70,435Expenses 2015: $14,838Net Income 2015: $55,5972015Revenue 2016: $84,338Expenses 2016: $73,827Net Income 2016: $10,5112016Revenue 2017: $106,255Expenses 2017: $52,324Net Income 2017: $53,9312017Revenue 2018: $64,802Expenses 2018: $71,726Net Income 2018: -$6,9242018Revenue 2019: $103,820Expenses 2019: $31,034Net Income 2019: $72,7862019Revenue 2020: $116,722Expenses 2020: $84,395Net Income 2020: $32,3272020Revenue 2021: -$212,626Expenses 2021: $31,670Net Income 2021: -$244,2962021Revenue 2022: $61,719Expenses 2022: $29,041Net Income 2022: $32,6782022Revenue 2023: $52,510Expenses 2023: $34,666Net Income 2023: $17,8442023Revenue 2024: $797,639Expenses 2024: $650,717Net Income 2024: $146,9222024

Highlighted filing

2015

Revenue$70,435
Expenses$14,838
Net Income$55,597
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Sep 2, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA DENTTrustee-$1,174-$1,174
SABRINA GUTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Woodcock #4 Foundation
EIN
13-3717633
In Care Of
% WENDY GOLDNER
Address
P O Box 5016, New York, NY 10185-5016

Signing Officer

Name
Rebecca Dent
Title
Trustee
Phone
2125495370
Signed
2016-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Rockefeller & Co Inc
Address
10 Rockefeller Plz 3rd Fl, NY, NY 10020
Preparer
Wendy Goldner
Phone
2125495100
Raw XML Appendix357 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WOODCOCK INVESTMENT FUND NO.8
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O ROCK CO 10 ROCKEFELLER PL3
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0true
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WENDY GOLDNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02125495370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0REBECCA H DENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02168961111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt025201 CHAGRIN BLVD SUITE 370
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BEACHWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044122
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt042902
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt042902
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt042902
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt042619
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PGUTH CHARITABLE LEAD TRUSTS 6
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PGUTH CHARITABLE LEAD TRUSTS 9
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O RTC-10 ROCKEFELLER PLAZA3RD FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O RTC-10 ROCKEFELLER PLAZA3RD FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010020
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110020
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011082
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt116713
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARCO NO. 5
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL FILING FEE - NY ATTORNE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER PARTNERSHIP EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01426
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01426
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt257
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WOODOCK INVESTMENT FUND NO. 7
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01332
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01332
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11742
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt28419
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODY FEES - NORTHERN TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2THRU INVESTMENT PARTNERSHIPS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11742
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt28419
TaxesSchedule/TaxesDetail/Amt0748
TaxesSchedule/TaxesDetail/Amt1352
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES ON INVEST
TaxesSchedule/TaxesDetail/CategoryTxt1NYS CORPORATION TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0748
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Amt00
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/BusinessName/BusinessNameLine1Txt0CHARCO NO 5 LLC
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Desc0PARTNERSHIP DISTRIBUTION
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/EIN0461583080
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/AddressLine1Txt010 ROCKEFELLER PLAZASUITE 609
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/CityNm0NEW YORK
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/StateAbbreviationCd0NY
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/ZIPCd010020
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca Dent
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02125495370
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Woodcock #4 Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RTC NA
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0133717633
ReturnHeader/Filer/InCareOfNm0% WENDY GOLDNER
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 5016
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101855016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rockefeller & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Rockefeller Plz 3rd Fl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02125495100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy Goldner
ReturnHeader/ReturnTs02016-10-17T09:51:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$720,375
Liabilities
$0
Net assets
$720,375
Revenue
$70,435
Expenses
$14,838
Net income
$55,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$7.98$6.51$1.47
2023Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.53$0.35$0.18
2022Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.62$0.29$0.33
2021Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$2.13$0.32$2.44
2020Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$1.17$0.84$0.32
2019Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$1.04$0.31$0.73
2018Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.65$0.72$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$1.06$0.52$0.54
2016Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.84$0.74$0.11
2015Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.70$0.15$0.56
2014Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.63$0.66$0.03
2013Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.62$0.46$0.16
2012Summary only. Only limited summary data is available for this year.$6.54$0.00$0.51$0.47$0.05
2011Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.43
2010Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.37