Nonprofit · EIN 13-3212724
TRUST FOR MUTUAL UNDERSTANDING
Tax-exempt · NEW YORK, NY 10185
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,838,936 | $4,291,399 | -$452,463 | $25,676,371 | $0 | $25,676,371 |
| December 31, 2023 | 990-PF | $3,572,093 | $4,573,317 | -$1,001,224 | $25,581,664 | $0 | $25,581,664 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $840,081
- Net rental income
- -$42
- Net gain from sales of assets
- $2,986,433
- Other income
- $12,422
Expenses
- Grants and similar amounts paid
- $2,326,903
- Compensation of officers, directors and key employees
- $802,139
- Salaries, compensation and benefits (total)
- $70,613
- Disbursements for charitable purposes
- $3,947,880
- Excise tax on investment income
- $48,675
Balance sheet and other
- Total assets, start of year
- $25,581,664
- Total assets, end of year
- $25,676,371
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,676,371
- Fair market value of assets
- $35,629,259
- Qualifying distributions
- $3,947,880
- Net investment income
- $3,835,310
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BARBARA A LANCIERS ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | DIRECTOR | 40 | $294,657 | $15,669 |
| ALINA ENGGIST ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | SENIOR PROGRAM OFFICER | 40 | $161,459 | $28,911 |
| IRINA YURNA FRIEDRICHSTABE 60 117, BERLIN, GM | REGIONAL REPRESENTATIVE | 40 | $155,859 | $0 |
| CAROLINE MABEE ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | PROGRAM OFFICER | 40 | $112,604 | $1,472 |
| HANNA FLORENCE 387 RUGBY ROAD APT 3, BROOKLYN, NY 11226 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $70,613 | $0 |
| VALERIE ROCKEFELLER ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 2 | $19,390 | $0 |
| ELIZABETH C CAMPBELL ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 2 | $19,390 | $0 |
| SUSAN V BERRESFORD ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 6 | $19,390 | $0 |
| BLAIR A RUBLE ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 2 | $19,390 | $0 |
| JOEL MOTLEY ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BARBARA A LANCIERS ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | DIRECTOR | 40 | $283,918 | $9,587 |
| IRINA YURNA FRIEDRICHSTABE 60 117, BERLIN, GM | REGIONAL REPRESENTATIVE | 40 | $147,792 | $0 |
| ALINA ENGGIST ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | SENIOR PROGRAM OFFICER | 40 | $137,669 | $20,162 |
| CAROLINE MABEE ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | PROGRAM OFFICER | 40 | $108,396 | $0 |
| VALERIE ROCKEFELLER ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 2 | $16,795 | $0 |
| JOEL MOTLEY ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 2 | $16,795 | $0 |
| ELIZABETH C CAMPBELL ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 2 | $16,795 | $0 |
| SUSAN V BERRESFORD ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 6 | $16,795 | $0 |
| BLAIR A RUBLE ONE ROCKEFELLER PLAZA - ROOM 2500, NEW YORK, NY 10020 | TRUSTEE | 2 | $16,795 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5016, NEW YORK, NY 10185-5016
- In care of
- % ROCKEFELLER TRUST COMPANYN
- Signed the 990-PF
- SUSAN BERRESFORD, TRUSTEE
- Phone
- (212) 549-5544
- Return prepared by
- SPRING STREET TAX RESOURCES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3212724
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $25,676,371
- Income (IRS master file)
- $15,168,195
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,572,093 | $4,573,317 | $25,581,664 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about TRUST FOR MUTUAL UNDERSTANDING
- What is the EIN of TRUST FOR MUTUAL UNDERSTANDING?
- The employer identification number (EIN) of TRUST FOR MUTUAL UNDERSTANDING is 13-3212724.
- Is TRUST FOR MUTUAL UNDERSTANDING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to TRUST FOR MUTUAL UNDERSTANDING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST FOR MUTUAL UNDERSTANDING file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST FOR MUTUAL UNDERSTANDING due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST FOR MUTUAL UNDERSTANDING last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of TRUST FOR MUTUAL UNDERSTANDING?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 9 received compensation from the organization, the highest $294,657 (BARBARA A LANCIERS, DIRECTOR).
- How much revenue does TRUST FOR MUTUAL UNDERSTANDING have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,838,936, expenses of $4,291,399 and total assets of $25,676,371 at year end.
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