RIFF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RIFF FOUNDATION (EIN 81-5214407)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-02
- IRS object ID
- 202443079349100304
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-02T14:01:02-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454060696 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Contra Costa Blvd | AddressLine1Txt |
| City | Pleasant Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815214407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIFF | BusinessNameControlTxt |
| Phone | 6175739061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 961510 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Kohlberg | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6175739061 | PhoneNum |
| Signature | 2024-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CCA LLP | PreparerPersonNm |
| PTIN | P00587987 | PTIN |
| Phone | 9256852911 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,203,689 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,686,293 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52,541 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,541 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $606,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $556,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,338 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $896,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,338 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,415,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $678,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,166 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $408,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $197,738 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $217,971 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $690 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $693 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,100 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,100 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,055 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $694 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $509,433 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $214,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,176,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,176,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,685,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $214,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,396,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,729,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $463,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $587,841 | CashBOYAmt |
| Cash EOY | $215,569 | CashEOYAmt |
| Cash EOYFMV | $215,569 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $25,080 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,742 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,742 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,676,944 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,363,107 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,363,107 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,238,695 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,329,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,329,831 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,308,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,142,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,142,708 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $83,958 | OtherAssetsBOYAmt |
| Other Assets EOY | $132,732 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $132,732 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,920,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,203,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,203,689 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,370 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,033 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,294 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,660 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,693 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,889,902 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,163,996 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,889,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,163,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,920,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,203,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,889,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,729,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,544,509 | OtherIncreasesAmt |
| Subtotal | $32,163,996 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,163,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| VERALTO CORP | 2023-08-08 | 2023-10-02 | $51 | $51 | $51 | |
| NOVO-NORDISK AS VORM ADR | 2022-09-09 | 2023-09-14 | $76,733 | $33,606 | $33,606 | $43,127 |
| NOVO-NORDISK AS VORM ADR | 2022-08-19 | 2023-09-14 | $54,699 | $24,984 | $24,984 | $29,715 |
| NOVO-NORDISK AS VORM ADR | 2022-05-13 | 2023-09-14 | $28,799 | $13,036 | $13,036 | $15,763 |
| NOVO-NORDISK AS VORM ADR | 2022-01-06 | 2023-09-14 | $76,733 | $36,755 | $36,755 | $39,978 |
| ADYEN N V | 2022-01-06 | 2023-08-08 | $13,362 | -$6,321 | -$6,321 | $19,683 |
| SMITH A O | 2022-01-06 | 2023-08-08 | $650 | -$105 | -$105 | $755 |
| BADGER METER INC | 2022-04-22 | 2023-08-08 | $17,456 | $8,302 | $8,302 | $9,154 |
| BADGER METER INC | 2022-01-06 | 2023-08-08 | $47,724 | $17,584 | $17,584 | $30,140 |
| BADGER METER INC | 2021-07-07 | 2023-08-08 | $9,289 | $3,526 | $3,526 | $5,763 |
| SALESFORCE INC | 2020-11-23 | 2023-08-08 | $16,310 | -$3,492 | -$3,492 | $19,802 |
| DIGITAL REALTY TRUST REIT | 2022-09-09 | 2023-08-08 | $32,057 | -$1,657 | -$1,657 | $33,714 |
| DIGITAL REALTY TRUST REIT | 2022-08-19 | 2023-08-08 | $17,691 | -$1,743 | -$1,743 | $19,434 |
| DIGITAL REALTY TRUST REIT | 2022-01-06 | 2023-08-08 | $2,849 | -$1,023 | -$1,023 | $3,872 |
| FEDEX CORP | 2022-01-27 | 2023-08-08 | $5,908 | $527 | $527 | $5,381 |
| FEDEX CORP | 2022-01-06 | 2023-08-08 | $35,717 | $872 | $872 | $34,845 |
| FEDEX CORP | 2021-10-04 | 2023-08-08 | $7,788 | $1,470 | $1,470 | $6,318 |
| LINDE PLC | 2022-01-06 | 2023-08-08 | $31,528 | $2,920 | $2,920 | $28,608 |
| MICROSOFT CORP | 2022-01-06 | 2023-08-08 | $16,864 | $607 | $607 | $16,257 |
| NOVO-NORDISK AS VORM ADR | 2022-05-13 | 2023-08-08 | $17,462 | $7,623 | $7,623 | $9,839 |
| NOVO-NORDISK AS VORM ADR | 2022-04-22 | 2023-08-08 | $2,441 | $1,004 | $1,004 | $1,437 |
| BROOKFIELD RENEW COR A | 2022-08-19 | 2023-04-28 | $14,269 | -$3,335 | -$3,335 | $17,604 |
| BROOKFIELD RENEW COR A | 2022-05-13 | 2023-04-28 | $22,625 | -$1,440 | -$1,440 | $24,065 |
| BROOKFIELD RENEW COR A | 2022-01-06 | 2023-04-28 | $54,399 | -$2,867 | -$2,867 | $57,266 |
| BROOKFIELD RENEW COR A | 2022-01-04 | 2023-04-28 | $61,005 | -$5,285 | -$5,285 | $66,290 |
| BROOKFIELD RENEW COR A | 2021-10-04 | 2023-04-28 | $6,936 | -$1,045 | -$1,045 | $7,981 |
| BROOKFIELD RENEW COR A | 2021-07-07 | 2023-04-28 | $8,224 | -$2,141 | -$2,141 | $10,365 |
| BROOKFIELD RENEW COR A | 2021-06-16 | 2023-04-28 | $11,164 | -$2,658 | -$2,658 | $13,822 |
| BROOKFIELD RENEW COR A | 2021-05-19 | 2023-04-28 | $15,061 | -$3,963 | -$3,963 | $19,024 |
| BROOKFIELD RENEW COR A | 2021-04-01 | 2023-04-28 | $108,567 | -$46,895 | -$46,895 | $155,462 |
| BROOKFIELD RENEW COR A | 2021-01-07 | 2023-04-28 | $13,938 | -$12,185 | -$12,185 | $26,123 |
| BROOKFIELD RENEW COR A | 2020-07-30 | 2023-04-28 | $28,372 | $9,709 | $9,709 | $18,663 |
| JOHNSON & JOHNSON | 2020-12-24 | 2023-04-28 | $3,906 | $262 | $262 | $3,644 |
| JOHNSON & JOHNSON | 2020-11-25 | 2023-04-28 | $3,905 | $465 | $465 | $3,440 |
| JOHNSON & JOHNSON | 2020-10-06 | 2023-04-28 | $3,255 | $298 | $298 | $2,957 |
| JOHNSON & JOHNSON | 2020-07-14 | 2023-04-28 | $10,903 | $1,086 | $1,086 | $9,817 |
| JOHNSON & JOHNSON | 2020-04-27 | 2023-04-28 | $17,412 | $806 | $806 | $16,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,338 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,817 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,817 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,378 | OverpaymentAmt |
| Applied To ES Tax | $17,378 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | https://radicalimaginationfoundation.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175739061 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 961510 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Nancy Vinal | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | President | 3.00 | $0 | $0 | $0 |
| Pamela Kohlberg | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | Treasurer | 3.00 | $0 | $0 | $0 |
| Samuel Vinal | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | Secretary | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sunrise Strategic Advisors LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Signal Hill Road | AddressLine1Txt |
| City | Wallingford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Program Consultant | ServiceTypeTxt |
| Compensation | $80,400 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,093,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,946,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,040,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,040,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $435,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,604,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,430,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,430,236 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,439 | TotalTaxAmt |
| Distributable Before Adj | $1,423,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,423,797 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,423,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,396,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,396,458 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,423,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $243,299 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,138,964 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,313,158 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,274,933 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,976,365 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,946,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,396,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,423,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,972,661 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,919,380 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $243,299 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,676,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,138,964 | ExcessFromYear4Amt |
| Excess From Year3 | $3,313,158 | ExcessFromYear3Amt |
| Excess From Year2 | $4,274,933 | ExcessFromYear2Amt |
| Excess From Year1 | $5,976,365 | ExcessFromYear1Amt |
| Excess From Current Year | $5,972,661 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amalgamated Charitable Foundation | |||||||
| 1825 K Street Northwest | Washington | DC | 20006 | None | PC | General support | $7,136,000 |
| Love Me Without Limited 4 Life | |||||||
| 623 East Court Street Suite A | Jackson | MS | 39201 | None | PC | General support | $20,000 |
| Lawyers for Good Government Inc | |||||||
| 6218 Georgia Ave NW 5001 | Washington | DC | 20011 | None | PC | General support | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,176,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,541 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $606,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $728,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $728,725 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Nancy S Kohlberg Administrative Trust | |||||||
| 1 | 84 Business Park Drive No 304 | Armonk | NY | 10504 | $1,715,558 | Yes (X) | |
| Marital Trust fbo Nancy S Kohlberg | |||||||
| 2 | 84 Business Park Drive No 304 | Armonk | NY | 10504 | $4,464,711 | Yes (X) | |
| Marital Trust fbo Nancy S Kohlberg | |||||||
| 3 | 84 Business Park Drive No 304 | Armonk | NY | 10504 | $6,024 | Yes (X) | |
| Sam Vinal | |||||||
| 4 | 6 Beacon Street Ste 920 | Boston | MA | 02108 | $2,000,000 | Yes (X) | |
| Jon Vinal | |||||||
| 5 | 6 Beacon Street Ste 920 | Boston | MA | 02108 | $2,000,000 | Yes (X) | |
| Nancy Vinal | |||||||
| 6 | 6 Beacon Street Ste 920 | Boston | MA | 02108 | $1,500,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 873 shares of Fieldpoint Private Bank | NoncashPropertyDesc |
| Fair Market Value | $6,024 | FairMarketValueAmt |
| Received | 2023-11-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & Taxes | CategoryTxt |
| Amt | $43,885 | Amt |
| Net Investment Income | $7,166 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Stock | StockNm |
| EOY Book Value | $11,329,831 | EOYBookValueAmt |
| EOYFMV | $11,329,831 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,363,107 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,363,107 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Community Loan Funds | FMV | $1,691,234 | $1,691,234 |
| CD & Money Market | FMV | $6,445,450 | $6,445,450 |
| Illiquid Assets | FMV | $6,024 | $6,024 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Int/Div Receivable | Desc |
| BOY Book Value | $83,958 | BOYBookValueAmt |
| EOY Book Value | $132,732 | EOYBookValueAmt |
| EOYFMV | $132,732 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Telephone & Communications | $3,020 | $0 | $0 |
| Bank Charges | $1,139 | $0 | $0 |
| Licenses & Fees | $225 | $0 | $0 |
| Foreign Taxes | $10,055 | $10,055 | $0 |
| Deferred Tax Expense | $34,660 | $0 | $0 |
| Board Meetings | $0 | $0 | $694 |
| Excise Taxes | $6,444 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains and (Losses) | Desc |
| Amt | $2,544,509 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Excise Tax Liability | $1,294 | $0 |
| Deferred Tax Liability | $0 | $34,660 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Program Consultant | $50,700 | $1,644 | $56,550 |
| Other Professional Services | $142,225 | $804 | $141,421 |
| Honoraria | $20,000 | $0 | $20,000 |
| Investment Management Fees | $195,290 | $195,290 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Pamela Kohlberg | |||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 |
| Nancy Vinal-Rocha | |||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 |
| Jon Vinal | |||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 |
| Sam Vinal | |||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 |
| Nancy S Kohlberg Administrative Tru | |||
| 84 Business Park Drive No 304 | Armonk | NY | 10504 |
| Marital Trust fbo Nancy S Kohlberg | |||
| 84 Business Park Drive No 304 | Armonk | NY | 10504 |
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