Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
TRUST FOR MUTUAL UNDERSTANDING
 
Number and street (or P.O. box number if mail is not delivered to street address)CO RCM PO BOX 5016
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY101855016
A Employer identification number

13-3212724
B Telephone number (see instructions)

(212) 549-5544
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$35,629,259J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 840,081 837,485  
5a Gross rents............      
b Net rental income or (loss) -42
6a Net gain or (loss) from sale of assets not on line 10 2,986,433
b Gross sales price for all assets on line 6a 14,315,692
7 Capital gain net income (from Part IV, line 2)... 2,986,433
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,422 11,392  
12 Total. Add lines 1 through 11........ 3,838,936 3,835,310  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 802,139 0   802,139
14 Other employee salaries and wages...... 70,613 0   70,613
15 Pension plans, employee benefits....... 201,238 0   201,238
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,283 0   8,283
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
264,185 183,368   80,817
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
125,284 71,538   43,746
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 293,533 0   293,533
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
199,221 78,613   120,608
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,964,496 333,519   1,620,977
25 Contributions, gifts, grants paid....... 2,326,903 2,326,903
26 Total expenses and disbursements. Add lines 24 and 25 4,291,399 333,519   3,947,880
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -452,463
b Net investment income (if negative, enter -0-) 3,501,791
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 903,845 1,066,435 1,066,435
3 Accounts receivable right arrow2,089
Less: allowance for doubtful accounts right arrow   40,160 2,089 2,089
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,421,020 Click to see attachment
List of Attached Documents:
// Content
4,899,600 		4,487,324
b Investments—corporate stock (attach schedule)....... 15,230,705 Click to see attachment
List of Attached Documents:
// Content
14,911,812 		22,935,186
c Investments—corporate bonds (attach schedule)....... 1,623,850 Click to see attachment
List of Attached Documents:
// Content
1,644,790 		1,570,725
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 1,446,010 0 0
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,916,074 		Click to see attachment
List of Attached Documents:
// Content
3,151,645 		Click to see attachment
List of Attached Documents:
// Content
5,567,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,581,664 25,676,371 35,629,259
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 25,581,664 25,676,371
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 25,581,664 25,676,371
30 Total liabilities and net assets/fund balances (see instructions). 25,581,664 25,676,371
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
25,581,664
2
Enter amount from Part I, line 27a .....................
2
-452,463
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
547,319
4
Add lines 1, 2, and 3 ..........................
4
25,676,520
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
149
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,676,371
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED      
b ROCKEFELLER ACCESS FUND 2015, LLC P   2024-12-31
c ROCKEFELLER ACCESS FUND 06-II LLC P   2024-12-31
d VENROCK PARTNERS VIII, LP P   2024-12-31
e ROCKEFELLER PRIVATE EQUITY PARTNERS II, LLC P   2024-12-31
ROCKEFELLER ACCESS FUND 2015, LLC P   2024-12-31
ROCKEFELLER ACCESS FUND 06-II LLC P   2024-12-31
ICAPITAL - VOF, LP P   2024-12-31
VENROCK PARTNERS V, LP P   2024-12-31
VENROCK PARTNERS VII, LP P   2024-12-31
VENROCK PARTNERS VIII, LP P   2024-12-31
VENROCK PARTNERS IX, LP P   2024-12-31
ROCKEFELLER PRIVATE EQUITY PARTNERS II, LLC P   2024-12-31
ROCKEFELLER ALTERNATIVE STRATEGIES FUND QP, LP P   2024-12-31
NEW CENTURY HOLDINGS XI, LP P   2024-12-31
ROCKEFELLER ACCESS FUND 2015, LLC - 1231 P   2024-12-31
NEW CENTURY HOLDINGS XI, LP - 1231 P   2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,259,489   11,267,188 2,992,301
b 112     112
c     2 -2
d 5,638     5,638
e 4     4
32,631     32,631
48     48
    4,343 -4,343
    97 -97
17,531     17,531
    37,278 -37,278
    6,082 -6,082
    26 -26
239     239
    13,344 -13,344
    723 -723
    176 -176
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,992,301
b       112
c       -2
d       5,638
e       4
      32,631
      48
      -4,343
      -97
      17,531
      -37,278
      -6,082
      -26
      239
      -13,344
      -723
      -176
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,986,433
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 48,675
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 48,675
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 48,675
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 33,495
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 51,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 84,495
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 717
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 35,103
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow35,103 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowTMUNY.ORG
14
The books are in care ofright arrowROCKEFELLER CAPITAL MANAGEMENT Telephone no.right arrow (212) 549-5544

Located atright arrowPO BOX 5016NEW YORKNY ZIP+4right arrow101855016
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BARBARA A LANCIERS DIRECTOR
40.00 		294,657 15,669 0
ONE ROCKEFELLER PLAZA - ROOM 2500
NEW YORK,NY10020
IRINA YURNA REGIONAL REPRESENTATIVE
40.00 		155,859 0 0
FRIEDRICHSTABE 60 117
  BERLIN  
GM
ALINA ENGGIST SENIOR PROGRAM OFFICER
40.00 		161,459 28,911 0
ONE ROCKEFELLER PLAZA - ROOM 2500
NEW YORK,NY10020
CAROLINE MABEE PROGRAM OFFICER
40.00 		112,604 1,472 0
ONE ROCKEFELLER PLAZA - ROOM 2500
NEW YORK,NY10020
VALERIE ROCKEFELLER TRUSTEE
2.00 		19,390 0 0
ONE ROCKEFELLER PLAZA - ROOM 2500
NEW YORK,NY10020
JOEL MOTLEY TRUSTEE
2.00 		0 0 0
ONE ROCKEFELLER PLAZA - ROOM 2500
NEW YORK,NY10020
ELIZABETH C CAMPBELL TRUSTEE
2.00 		19,390 0 0
ONE ROCKEFELLER PLAZA - ROOM 2500
NEW YORK,NY10020
SUSAN V BERRESFORD TRUSTEE
6.00 		19,390 0 0
ONE ROCKEFELLER PLAZA - ROOM 2500
NEW YORK,NY10020
BLAIR A RUBLE TRUSTEE
2.00 		19,390 0 0
ONE ROCKEFELLER PLAZA - ROOM 2500
NEW YORK,NY10020
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
HANNA FLORENCE PROGRAM ASSOCIATE
40.00 		70,613 0 0
387 RUGBY ROAD APT 3
BROOKLYN,NY11226
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ROCKEFELLER TRUST COMPANY NA TAX, ACCTG, INV 283,652
45 ROCKEFELLER PLAZA 5TH FL
NEW YORK,NY10111
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
30,124,709
b
Average of monthly cash balances.......................
1b
1,171,429
c
Fair market value of all other assets (see instructions)................
1c
7,187,124
d
Total (add lines 1a, b, and c).........................
1d
38,483,262
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
38,483,262
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
577,249
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,906,013
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,895,301
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,895,301
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
48,675
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,675
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,846,626
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,846,626
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,846,626
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,947,880
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,947,880
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,846,626
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,012,949
b From 2020...... 1,524,142
c From 2021...... 1,289,758
d From 2022...... 2,183,212
e From 2023...... 2,543,827
f Total of lines 3a through e ........ 9,553,888
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,947,880
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,846,626
e Remaining amount distributed out of corpus 2,101,254
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 11,655,142
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,012,949
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		9,642,193
10 Analysis of line 9:
a Excess from 2020.... 1,524,142
b Excess from 2021.... 1,289,758
c Excess from 2022.... 2,183,212
d Excess from 2023.... 2,543,827
e Excess from 2024.... 2,101,254
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BARBARA A LANCIERS DIRECTOR
TMU -ONE ROCKEFELLER PLZ ROOM 2500
NEW YORK,NY10020
(212) 649-5774
bThe form in which applications should be submitted and information and materials they should include:
BY INITIAL LETTER OF INQUIRY
cAny submission deadlines:
6 MONTHS PRIOR TO DATE OF ACTIVITY FOR WHICH SUPPORT IS SOUGHT.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE TRUST'S PROGRAMS SUPPORT EXCHANGES BETWEEN THE UNITED STATES AND THE FORMER SOVIET UNION, EASTERN AND CENTRAL EUROPE IN THE ARTS AND ENVIRONMENTAL CONSERVATION.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACADEMY OF BOSNIA AND HERZEGOVINA INC

55-23 31ST AVENUE 6D
WOODSIDE,NY11377 		  PC GENERAL SUPPORT 15,000

AFTERIMAGE PUBLIC MEDIA INC

39 MESA STREET SUITE 206
SAN FRANCISCO,CA94129 		  PC GENERAL SUPPORT 25,000

ALMA ON DOBBIN

50-52 DOBBIN STREET
BROOKLYN,NY11222 		  PC GENERAL SUPPORT 15,000

ASSOCIATION OF AMERICAN GEOGRAPHERS

1701 PENNSYLVANIA AVE STE 325
WASHINGTON,DC20006 		  PC GENERAL SUPPORT 25,000

BLACKFOOT CHALLENGE

PO BOX 103
OVANDO,MT59854 		  PC GENERAL SUPPORT 35,000

CEC ARTSLINK INC

28 HUBERT ST
NEW YORK,NY10013 		  PC GENERAL SUPPORT 62,500

CEC ARTSLINK INC

28 HUBERT ST
NEW YORK,NY10013 		  PC GENERAL SUPPORT 15,000

CEC ARTSLINK INC

28 HUBERT ST
NEW YORK,NY10013 		  PC GENERAL SUPPORT 115,000

CEC ARTSLINK INC

28 HUBERT ST
NEW YORK,NY10013 		  PC GENERAL SUPPORT 63,800

CENTER FOR INTERNATIONAL THEATRE DEVELOPMENT INC

901 LENTON AVE
BALTIMORE,MD21212 		  PC GENERAL SUPPORT 90,000

CENTER FOR LARGE LANDSCAPE CONSERVATION

PO BOX 1587
BOZEMAN,MT59771 		  PC GENERAL SUPPORT 20,000

CENTER FOR LARGE LANDSCAPE CONSERVATION

PO BOX 1587
BOZEMAN,MT59771 		  PC GENERAL SUPPORT 25,000

CLOCKSHOP

2806 CLEARWATER STREET
LOS ANGELES,CA90039 		  PC GENERAL SUPPORT 25,000

CRUDE ACCOUNTABILITY INCORPORATED

PO BOX 423
LINDEN,VA22642 		  PC GENERAL SUPPORT 22,000

CULTURAL SURVIVAL

2067 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02140 		  PC GENERAL SUPPORT 25,000

DOUBLE EDGE THEATRE

948 CONWAY RD
ASHFIELD,MA01330 		  PC GENERAL SUPPORT 30,000

DRAMA LEAGUE OF NEW YORK INC

520 EIGTH AVE 3RD FL STE 320
NEW YORK,NY10018 		  PC GENERAL SUPPORT 40,000

EARTH ISLAND INSTITUTE INC

2150 ALLSTON WAY
BERKLEY,CA947041346 		  PC GENERAL SUPPORT 45,000

EARTH ISLAND INSTITUTE INC

2150 ALLSTON WAY
BERKLEY,CA947041346 		  PC GENERAL SUPPORT 45,000

EARTH ISLAND INSTITUTE INC

2150 ALLSTON WAY
BERKLEY,CA947041346 		  PC GENERAL SUPPORT 80,000

EARTHCORPS

7400 SAND POINT WAY NE BLDG 30
SEATTLE,WA98115 		  PC GENERAL SUPPORT 50,000

ELAINE SUMMERS EXPERIMENTAL INTERMEDIA FOUNDATION INC

224 CENTRE STREET 3RD FLOOR
NEW YORK,NY10113 		  PC GENERAL SUPPORT 15,000

EMERSON COLLEGE

120 BOYLSTON STREET
BOSTON,MA021164624 		  PC GENERAL SUPPORT 30,000

ENVIRONMENTAL FILM FESTIVAL IN THE NATION'S CAPITAL

1224 M STREET NW SUITE 301
WASHINGTON,DC20005 		  PC GENERAL SUPPORT 5,000

ENVIRONMENTAL LAW ALLIANCE WORLDWIDE

1412 PEARL STREET
EUGENE,OR97401 		  PC GENERAL SUPPORT 50,000

FOUNDATION EARTH

510 G STREET NE
WASHINGTON,DC20002 		  PC GENERAL SUPPORT 15,000

FRIENDS OF CONSERVATION CARPATHIA IN THE UNITED STATES

4711 HOPE VALLEY RD STE 4F PMB 217
DURHAM,NC277075651 		  PC GENERAL SUPPORT 30,000

GASPARD&DANCERS INC

106 PATHWOOD LANE
DURHAM,NC27705 		  PC GENERAL SUPPORT 10,000

GLOBAL URBAN DEVELOPMENT

PO BOX 1510
REHOBOTH BEACH,DE19971 		  PC GENERAL SUPPORT 4,000

HEADLANDS CENTER FOR THE ARTS

944 FORT BARRY
SAUSALITO,CA94063 		  PC GENERAL SUPPORT 20,000

HUDSY COMMUNITY PROJECT

721 BROADWAY STUDIO B
KINGSTON,NY12401 		  PC GENERAL SUPPORT 6,874

INTERNATIONAL THEATRE DEVELOPMENT INC

1519 W 36TH STREET
BALTIMORE,MD21211 		  PC GENERAL SUPPORT 12,000

INTERNATIONAL THEATRE DEVELOPMENT INC

1519 W 36TH STREET
BALTIMORE,MD21211 		  PC GENERAL SUPPORT 40,000

INTERNATIONAL WORK GROUP FOR INDIGENOUS AFFAIRS

PRINSESSEGADE 29 B 3RD FLOOR
COPENHAGEN,COPENHAGEN1422
DA 		  PC GENERAL SUPPORT 24,842

LA MAMA ETC

66 E 4TH ST
NEW YORK,NY10003 		  PC GENERAL SUPPORT 25,000

MAKEWAY FOUNDATION

333 SEYMOUR ST FLOOR 8
VANCOUVER,GREATER VANCOUVERV6B 5A6
CA 		  PC GENERAL SUPPORT 8,000

MID ATLANTIC ARTS FOUNDATION INC

201 NORTH CHARLES STREET SUITE 401
BALTIMORE,MD21201 		  PC GENERAL SUPPORT 35,000

MONGOL ECOLOGY CENTER

2242 E 4TH ST
TUCSON,AZ85719 		  PC GENERAL SUPPORT 45,000

MOVEMENT RESEARCH INC

PO BOX 49 OLD CHELSEA STA
NEW YORK,NY10113 		  PC GENERAL SUPPORT 15,000

MOVEMENT RESEARCH INC

PO BOX 49 OLD CHELSEA STA
NEW YORK,NY10113 		  PC GENERAL SUPPORT 25,000

MOVEMENT RESEARCH INC

PO BOX 49 OLD CHELSEA STA
NEW YORK,NY10113 		  PC GENERAL SUPPORT 25,000

MOVEMENT RESEARCH INC

PO BOX 49 OLD CHELSEA STA
NEW YORK,NY10113 		  PC GENERAL SUPPORT 20,000

MOVEMENT RESEARCH INC

PO BOX 49 OLD CHELSEA STA
NEW YORK,NY10113 		  PC GENERAL SUPPORT 15,000

PARTNERSHIPS FOR NATURE

409 MADRONA WAY NE
BAINBRIDGE ISLAND,WA98110 		  PC GENERAL SUPPORT 40,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVENUE 3RD FL
CAMBRIDGE,MA02138 		  PC GENERAL SUPPORT 20,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED

5200 NORTH LAKE ROAD
MERCED,CA95343 		  PC GENERAL SUPPORT 10,500

RESIDENCY UNLIMITED INC

360 COURT STREET
BROOKLYN,NY11231 		  PC GENERAL SUPPORT 144,000

RESIDENCY UNLIMITED INC

360 COURT STREET
BROOKLYN,NY11231 		  PC GENERAL SUPPORT 24,000

SNOWCHANGE COOPERATIVE

POHJOINEN RAUTATIEKATU 17
HELSINKI   00100
FI 		  PC GENERAL SUPPORT 9,982

THE LIVING DESERT ZOO AND GARDENS

47-900 PORTOLA AVENUE
PALM DESERT,CA92260 		  PC GENERAL SUPPORT 40,000

THE LIVING DESERT ZOO AND GARDENS

47-900 PORTOLA AVENUE
PALM DESERT,CA92260 		  PC GENERAL SUPPORT 40,000

THE OCEAN FOUNDATION

1320 19TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 55,555

THE OCEAN FOUNDATION

1320 19TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 22,500

THE OCEAN FOUNDATION

1320 19TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 33,500

THE OCEAN FOUNDATION

1320 19TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 33,500

THE OCEAN FOUNDATION

1320 19TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 11,150

THE OCEAN FOUNDATION

1320 19TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 22,500

THE OCEAN FOUNDATION

1320 19TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 28,000

THE YOUNG VISUAL ARTISTS AWARD PROGRAM IN 2024

2100 BISCAYNE BOULEVARD
MIAMI,FL33137 		  PC GENERAL SUPPORT 173,000

THEATER GROTTESCO NORTH AMERICA INC

1000 CORDOVA ROAD STE 8400
SANTA FE,NM87505 		  PC GENERAL SUPPORT 30,000

THIRD COAST PERCUSSION NFP

4045 N ROCKWELL ST 301
CHICAGO,IL60618 		  PC GENERAL SUPPORT 10,000

TRI314 MULTIDISCIPLINARY VISUAL PERFORMANCES INC

153 JEFFERSON AVENUE
BROOKLYN,NY11216 		  PC GENERAL SUPPORT 30,000

UNIVERSITY OF WISCONSIN

1848 UNIVERSITY AVENUE
MADISON,WI537264090 		  PC GENERAL SUPPORT 30,000

WAXFACTORY

PO BOX 1197
NEW YORK,NY10013 		  PC GENERAL SUPPORT 15,000

WAXFACTORY

PO BOX 1197
NEW YORK,NY10013 		  PC GENERAL SUPPORT 30,000

WAXFACTORY

PO BOX 1197
NEW YORK,NY10013 		  PC GENERAL SUPPORT 6,600

WILD SALMON CENTER

2001 NW 19TH AVE 200
PORTLAND,OR972093446 		  PC GENERAL SUPPORT 40,000

WILD SHEEP FOUNDATION

412 PRONGHORN TRAIL
BOZEMAN,MT59718 		  PC GENERAL SUPPORT 30,000

WINTERHOUSE INSTITUTE INC

70 WASHINGTON STREET SUITE 5C
BROOKLYN,NY11201 		  PC GENERAL SUPPORT 18,100

YALE UNIVERSITY

1302 YALE STATION
NEW HAVEN,CT06520 		  PC GENERAL SUPPORT 10,000

YUCHI LANGUAGE PROJECT

PO BOX 1204
SAPULPA,OK74066 		  PC GENERAL SUPPORT 5,000

ZOO NEW ENGLAND

1 FRANKLIN PARK RD
BOSTON,MA02121 		  PC GENERAL SUPPORT 20,000
Total .................................right arrow 3a 2,326,903
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 840,081  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -42  
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 900099 1,030 14 11,392  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,986,433  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,030 3,837,864 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,838,894
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Name of Bond End of Year Book Value End of Year Fair Market Value
TRUIST FINL CORP SER G MTN 6.04700% 45,178 45,740
FIFTH THIRD BANCORP NOTE CALL MAKE WHOLE 47,023 48,596
AERCAP IRELAND CAP DESIGNATED NOTE 105,346 100,004
AT&T INC NOTE CALL MAKE WHOLE 4.3500% 137,754 135,011
PNC FINL SVCS GROUP INC NOTE 5.58200% 46,127 46,803
CVS HEAL TH CORP NOTE CALL MAKE WHOLE 64,957 60,086
VICI PROPERTIES LP NOTE CALL MAKE WHOLE 39,500 39,208
BOEING CO NOTE CALL MAKE WHOLE 5.15000% 30,258 30,565
GOLDMAN SACHS GROUP INC NOTE 2.61500% 80,659 88,622
CITIGROUP INC NOTE CALL MAKE WHOLE 94,246 92,258
MORGAN STANLEY SER I MTN 2.94300% 101,676 92,531
US BANCORP SER AA MTN 2.67700% 45,879 48,041
PFIZER INVT ENTERPRISES NOTE 4.75000% 19,948 19,371
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 91,305 90,928
CISCO SYS INC NOTE CALL MAKE WHOLE 50,967 50,816
WELLS FARGO &CO SER W MTN 5.38900% 67,765 67,243
HOME DEPOT INC NOTE CALL MAKE WHOLE 129,024 119,877
BANK AMERICA CORP SER M MTN 4.24400% 107,660 94,275
VERIZON COMMUNICATIONS INC 2.65000% 154,787 121,022
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 184,731 179,728

TY 2024 InvestmentsCorpStockSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC CLS'A'USD0.0000225 166,747 161,120
ADVANCED MICRO DEVICES INC COM STK USD0.01 154,826 293,520
AERCAP HOLDINGS N.V. EUR0.01 235,804 384,044
AIA GROUP LIMITED NPV 365,589 320,323
AIR LIQUIDE(L') EUR5.50 323,650 384,055
ALLSTATE CORP COM USD0.01 276,524 388,472
ALPHABET INC CAPITAL STOCK USD0.001 CL A 817,793 828,566
AMAZON COM INC COM USD0.01 399,202 937,453
AMERICAN EXPRESS CO COM USD0.20 222,656 455,276
APPLE INC COM USD0.00001 41,533 572,711
APPLIED MATERIALS INC COM USD0.01 58,188 233,211
AT&T INC COM USD1 268,856 412,410
ATLAS COPCO AB SER'A'NPV 162,790 130,930
AUTOZONE INC COM USD0.01 301,621 333,008
BECTON DICKINSON & CO COM USD1.00 271,465 305,594
BJS WHSL CLUB HLDGS INC COM USD0.01 162,538 166,102
CARRIER GLOBAL CORPORATION COM USD0.01 78,686 200,957
CMS ENERGY CORP COM USD0.01 210,532 202,083
COMPAGNIE DE ST-GOBAIN EUR4 154,585 374,333
DATADOG INC COM USD0.00001 CL A 142,070 146,748
DENSO CORP NPV 282,190 246,525
ELI LILLY AND COMPANY COM NPV 105,235 423,828
EPIROC AB SER'A'NPV 221,118 180,195
GE AEROSPACE COM USD0.01 126,819 368,106
GE VERNOVA INC COM USD0.01 147,517 487,803
HITACHI NPV 140,607 413,235
INTERCONTINENTAL EXCHANGE INC COM USD0.01 240,417 353,899
IQVIA HOLDINGS INC COM USD0.01 234,865 239,742
JPMORGAN CHASE & CO. COM USD1.00 221,712 223,649
KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 135,777 218,617
KINDER MORGAN INC COM USD0.01 245,397 402,314
LLOYDS BANKING GROUP ORD GBP0.1 180,174 205,637
LONZA GROUP AG CHF1 (REGD) 164,588 149,981
MICRON TECHNOLOGY INC COM USD0.10 243,270 349,012
MICROSOFT CORP COM USD0.00000625 76,207 1,220,664
MITSUBISHI UFJ FINANCIAL GROUP INC NPV 198,180 250,126
NINTENDO CO LTD NPV 333,791 447,878
OVERSEA-CHINESE BANKING CORP NPV 226,428 318,964
REINSURANCE GROUP OF AMERICA COM USD0.01 384,404 887,846
RELX PLC GBP0.1444 192,155 324,975
RENTOKIL INITIAL ORD GBP0.01 48,497 272,288
REPUBLIC SERVICES INC COM STK USD0.01 210,232 206,210
ROCHE HOLDINGS AG GENUSSCHEINE NPV 452,843 399,835
SCHNEIDER ELECTRIC SE EUR4.00 158,082 405,033
SHIN-ETSU CHEMICAL CO NPV 226,663 175,186
SHOPIFY INC COM NPV CL A 138,229 164,812
SONY GROUP CORPORATION NPV 99,285 325,756
SVENSKA HANDELSBANKEN AB SER'A'NPV 167,394 194,229
SWEDBANK AB SER'A'NPV 98,009 187,217
TE CONNECTIVITY LTD COM CHF0.57 151,248 265,066
TRANSUNION COM USD0.01 157,457 256,250
UBER TECHNOLOGIES INC COM USD0.00001 161,986 264,383
UNITEDHEALTH GROUP INC COM STK USD0.01 328,536 326,280
VISA INC COM STK USD0.0001 'A' 85,782 462,367
WILLIS TOWERS WATSON PLC COM USD0.000304635 206,960 336,420
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 165,966 159,408
ICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS 87,194 288,149
KT CORPORATION SPON ADR EACH REP 1/2 ORD SHS KRW5000 365,885 430,959
SHELL PLC SPON ADS EA REP 2 ORD SHS 475,375 490,487
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 166,244 170,631
TENCENT HOLDINGS LIMITED UNSP ADR EACH REP 1 ORD 277,396 296,053
TOTALENERGIES SE SPON ADS EA REP 1 ORD SHS 319,497 295,990
AGILYSYS INC 46,126 65,065
ARCBEST CORP COM USD0.01 51,586 40,501
ATS CORPORATION COM 38,240 33,010
AVIDXCHANGE HOLDINGS INC 35,575 32,519
AZEK CO INC CL A 17,608 27,010
BIOLIFE SOLUTIONS INC 49,138 53,841
CALIX INC 49,485 51,085
DONNELLEY FINL SOLUTIONS INC COM 26,314 32,620
DOUBLEVERIFY HLDGS INC COM 36,480 34,117
EMBECTA CORP COMMON STOCK 21,765 31,120
EPLUS INC 33,355 25,784
FIRST BANCORP (NORTH CAROLINA) 52,986 64,196
HA SUSTAINABLE INFRASTRUCTURE CAPITAL 45,354 45,343
HELIOS TECHNOLOGIES INC COM 45,909 44,060
HURON CONSULTING GROUP INC 26,284 35,166
INTERNATIONAL MNY EXPRESS INC COM 22,156 22,726
KORN FERRY COM NEW 65,019 74,532
LEMAITRE VASCULAR INC 26,573 26,076
LIMBACH HLDGS INC COM 37,531 39,605
MERIT MED SYS INC COM 29,456 58,806
OMNICELL COM COM 11,860 18,698
ONE GAS INC COM USD0.01 66,937 66,480
PJT PARTNERS INC COM CL A 11,729 26,039
PROGYNY INC COM 54,587 30,619
PROS HOLDINGS INC COM 68,565 59,621
Q2 HOLDINGS INC 24,071 30,900
SKYWARD SPECIALTY INS GROUP IN COM WHEN 24,631 33,356
STERLING INFRASTRUCTURE INC COM 23,155 36,554
STEWART INFORMATION SERVICES CORP 43,185 54,734
STONEX GROUP INC COM 48,019 70,147
STRIDE INC COM 46,551 79,506
SUNOPTA INC COM ISIN #CA8676EP1086 SEDOL 61,011 76,831
TECHTARGET INC 31,208 24,458
THE BALDWIN INSURANCE GRP INC COM CL A 30,093 31,163
US PHYSICAL THERAPY COM 56,461 50,121
VERRA MOBILITY CORP CL A COM STK 29,691 33,272
WALKER & DUNLOP INC COM 25,274 25,566
WINMARK CORP 32,578 33,018

TY 2024 InvestmentsGovtObligationsSch
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
US Government Securities - End of Year Book Value:

3,892,396
US Government Securities - End of Year Fair Market Value:

3,548,101
State & Local Government Securities - End of Year Book Value:


1,007,204
State & Local Government Securities - End of Year Fair Market Value:


939,223


TY 2024 LegalFeesSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 8,283 0   8,283


TY 2024 OtherAssetsSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ICAPITAL - VOF. L.P. 134,700 168,098 173,872
ROCKEFELLER ALTERNATIVE STRATEGIES FUND QP L 14,223 15,145 15,450
VENROCK PARTNERS IX L.P. 161,979 213,239 240,773
VENROCK PARTNERS V, LP 42,740 42,658 24,210
VENROCK PARTNERS VIII, LP 665,619 632,625 1,210,601
VENROCK PARTNERS VII, LP 483,124 446,459 2,105,985
NEW CENTURY HOLDINGS XI, LP 661,961 706,825 532,588
ROCKEFELLER ACCESS FUND 06-II LLC 122,757 111,993 185,790
ROCKEFELLER ACCESS FUND 2015, LLC 602,159 524,118 767,611
ROCKEFELLER PRIVATE EQUITY PARTNERS II, LLC 26,812 61,024 74,873
SL PARTNERS VII INTL ACCESS FD   172,818 179,104
VENROCK HC CAP PARTNERS XP   25,900 25,900
PENDING DISTRIBUTIONS AND CONTRIBUTIONS   30,743 30,743


TY 2024 OtherDecreasesSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Description Amount
NONDEDUCTIBLE EXPENSES 149


TY 2024 OtherExpensesSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 27,929 0   27,929
STORAGE 2,554 0   2,554
TELEPHONE, FAX & POSTAGE 11,978 0   11,978
MEMBERSHIP, BOOKS, PERIODICALS 18,093 0   18,093
INSURANCE EXPENSE 18,287 0   18,287
BANK FEES 61 61   0
PASSTHROUGH EXPENSES 78,510 78,510   0
WORKSHOPS 23,290 0   23,290
IT EXPENSES 15,752 0   15,752
VEHICLE EXPENSES 2,725 0   2,725
PASSTHROUGH EXPENSES 42 42   0


TY 2024 OtherIncomeSchedule2
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 10,523 10,523 10,523
LEGAL SETTLEMENT 1,899 1,899 1,899
UBTI 1,030 0 1,030
UBTI SUBTRACTION -1,030 -1,030 -1,030


TY 2024 OtherIncreasesSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Description Amount
PRIOR PERIOD ADJUSTMENT/BOOK TAX DIFFERENCE 545,010
QSBS STOCK 2,309


TY 2024 OtherProfessionalFeesSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RTC AGENCY FEES 261,252 183,368   77,884
CONSULTING FEES 2,933 0   2,933


TY 2024 TaxesSchedule
Name:
TRUST FOR MUTUAL UNDERSTANDING
EIN:
13-3212724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON SECURITIES 71,538 71,538   0
FEDERAL TAXES 10,000 0   0
PAYROLL TAXES 42,996 0   42,996
NYS TAX 750 0   750