Civic Intelligence

Mark Foundation

990PF • Fiscal year 2024 • EIN 27-3024112

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

Organization Profile

View Organization Page

300 Crescent Court 800Dallas, TX 75201-1800

(214) 981-9400

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2024 filings • NTEE T • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

2024 filings • NTEE T • $50M-$100M nonprofits • Source year 2024

Net Margin

59th percentile

44%

Higher net margin than 59% of similar nonprofits.

2024 filings • NTEE T • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$190,228

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2024 filings • NTEE T • $50M-$100M nonprofits • Source year 2024

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

2024 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

122%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$54,945,008

Up $2,925,908 (+5.6%) from 2023

Net Assets

Up

$54,945,008

Up $2,929,358 (+5.6%) from 2023

Liabilities

Down

$0

Down $3,450 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin59th percentile

Revenue

Up

$6,672,703

Up $3,667,666 (+122%) from 2023

Expenses

Down

$3,743,345

Down $664,906 (-15%) from 2023

Net Income

Up

$2,929,358

Up $4,332,572 (+309%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$60M$40M$20M$0Assets 2012: $15,395,873Liabilities 2012: $0Net Assets 2012: $15,395,8732012Assets 2020: $55,775,909Liabilities 2020: $6,333Net Assets 2020: $55,769,5762020Assets 2021: $55,812,766Liabilities 2021: $0Net Assets 2021: $55,812,7662021Assets 2022: $53,918,864Liabilities 2022: $0Net Assets 2022: $53,918,8642022Assets 2023: $52,019,100Liabilities 2023: $3,450Net Assets 2023: $52,015,6502023Assets 2024: $54,945,008Liabilities 2024: $0Net Assets 2024: $54,945,0082024

Highlighted filing

2024

Assets$54,945,008
Liabilities$0
Net Assets$54,945,008
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2012: $1,014,8672012Revenue 2020: $32,578,134Expenses 2020: $2,438,679Net Income 2020: $30,139,4552020Revenue 2021: $3,639,599Expenses 2021: $3,596,409Net Income 2021: $43,1902021Revenue 2022: $2,771,605Expenses 2022: $4,665,507Net Income 2022: -$1,893,9022022Revenue 2023: $3,005,037Expenses 2023: $4,408,251Net Income 2023: -$1,403,2142023Revenue 2024: $6,672,703Expenses 2024: $3,743,345Net Income 2024: $2,929,3582024

Highlighted filing

2024

Revenue$6,672,703
Expenses$3,743,345
Net Income$2,929,358
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA KATHERINE ROCHELLECEO/DirectorPT$141,395$48,833$190,228
MARTHA PEAK ROCHELLEDirectorPT$0--
REBECCA ROCHELLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mark Foundation
EIN
27-3024112
Phone
2149819400
Address
300 CRESCENT COURT 800, DALLAS, TX 75201-1800

Signing Officer

Name
Martha Peak Rochelle
Title
President
Phone
2149819400
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
The Mb Group LLC
Address
5072 W PLANO PARKWAY SUITE 150, PLANO, TX 75093
Preparer
Janet H Quinones CPA
Phone
4698651040
Raw XML AppendixShowing 400 of 1,231 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PAGE 10 - SIGNATURE SECTION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ADDENDUM TO JURAT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PURSUANT TO SECTION 7701 (a) (36) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THE UNDERSIGNED IS CONSIDERED AN INCOME TAX RETURN PREPARER WITH RESPECT TO THE 2023 RETURN OF PRIVATE FOUNDATION (FORM 990-PF) AND THE EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) FOR THE MARK FOUNDATION, THE FEDERAL IDENTIFICATION NUMBER FOR WHICH IS (27-3024112). ACCORDINGLY, AS REQUIRED BY SECTION 6695 (b) AND (c) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THIS ADDENDUM TO JURAT IS ATTACHED TO AND MADE A PART OF THE ABOVE-MENTIONED FORM 990-PF AND FORM 990-T.UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE EXAMINED THIS RETURN, INCLUDING THE ACCOMPANYING SCHEDULES AND STATEMENTS, AND BASED ON ALL INFORMATION OF WHICH I HAVE ANY KNOWLEDGE, IT IS TRUE, CORRECT AND COMPLETE. STEPHEN J. FLANAGAN, CPA 11-10-25 P00548849 ------------------------- ----------- ------------- PREPARER DATE PTIN NUMBER 5033 BRIDGE CREEK DRIVE, PLANO TEXAS 75093 ----------------------------------------------------- FIRM ADDRESS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt148596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1523590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt161797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-3242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2023140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2212313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt231853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2412957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2510530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt274381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt285720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29-167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0559908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115945367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5626254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt613272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt849054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9360968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10108517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1187387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12225610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1523590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1823140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt191333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2012313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2212957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2310530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt255720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT-TERM CAPITAL GAINS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM CAPITAL GAINS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc228 SHARES - BROADCOM, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc37 SHARES - MCKESSON CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45 SHARES - LVMH MOET HENNESSY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SHORT-TERM CAPITAL GAINS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc660 SHARES - CENCORA, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7150 SHARES - HDFC BANK, LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc892 SHARES - THERMO FISHER SCIENTIFIC CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SHORT-TERM CAPITAL GAINS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SHORT-TERM CAPITAL GAINS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SHORT-TERM CAPITAL GAINS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SHORT-TERM CAPITAL GAINS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13FIFTH AVENUE REAL ASSETS 3 LLC - SHORT-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FIFTH AVENUE REAL ASSETS 3 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FIFTH AVENUE REAL ASSETS 4 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FIFTH AVENUE REAL ASSETS 4 LLC - SHORT-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17FIFTH AVENUE REAL ASSETS 5 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FIFTH AVENUE REAL ASSETS 5 LLC - SHORT-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19FIFTH AVENUE PRIVATE EQUITY 14 LLC - SHORT-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20FIFTH AVENUE PRIVATE EQUITY 14 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21FIFTH AVENUE PRIVATE EQUITY 15 LLC - SHORT-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22FIFTH AVENUE PRIVATE EQUITY 15 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23FIFTH AVENUE PRIVATE EQUITY 16 LLC - SHORT-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24FIFTH AVENUE PRIVATE EQUITY 16 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25FIFTH AVENUE PRIVATE EQUITY 17 LLC - SHORT-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26FIFTH AVENUE PRIVATE EQUITY 17 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27FIFTH AVENUE REAL ASSETS 3 LLC - SECTION 1231 GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28FIFTH AVENUE REAL ASSETS 4 LLC - SECTION 1231 GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29FIFTH AVENUE REAL ASSETS 5 LLC - SECTION 1231 GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30FIFTH AVENUE REAL ESTATE 6 LLC - SECTION 1231 GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31FIFTH AVENUE PRIVATE EQUITY 14 LLC - SECTION 1231 GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32FIFTH AVENUE PRIVATE EQUITY 15 LLC - SECTION 1231 (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33FIFTH AVENUE PRIVATE EQUITY 16 LLC - SECTION 1231 GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03884578
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02929358
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt054945008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt052015650
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt054945008
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03847903
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03814573
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03847903
IRS990PF/DistributableAmountGrp/IncomeTaxAmt05149
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03903522
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt033330
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt083800
IRS990PF/DistributableAmountGrp/TotalTaxAmt088949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt041853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0125653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt083800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt041853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt083800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt083800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0125653
IRS990PF/FMVAssetsEOYAmt080988209
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0117801
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt094076
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0117801
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0117801
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt049318
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0242750
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0242750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt043847949
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt046084637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt066226857
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02389
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05151
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02337
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02762
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02762
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0695286
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0661956
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0661956
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07330134
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07835102
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013736083
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03450
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt052015650
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt054945008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt052019100
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt054945008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt080988209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt052019100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt054945008
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt052015650
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt054945008
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt079259323
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0618259
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt074645722
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01188890
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03995342
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03903522
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt078070433
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt079259323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BESSEMER TRUST COMPANY NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0150704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0100 WOODBRIDGE CENTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd007095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1141395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt148833
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTHA PEAK ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA KATHERINE ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CEO/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 CRESCENT COURT SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 CRESCENT COURT SUITE 800

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,945,008
Liabilities
$0
Net assets
$54,945,008
Revenue
$6,672,703
Expenses
$3,743,345
Net income
$2,929,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.9$0.00$54.9$6.67$3.74$2.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.0$0.00$52.0$3.01$4.41$1.40
2022Detailed filing. Detailed filing data is available for this year.$53.9$0.00$53.9$2.77$4.67$1.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$0.00$55.8$3.64$3.60$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$0.01$55.8$32.6$2.44$30.1
2012Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.01
Peer Organizations

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