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FOUNDATION FOR SOCIAL RESPONSIBLITY: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR SOCIAL RESPONSIBLITY (EIN 26-1617166)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-12-10
IRS object ID
202413459349100016
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-12-10T10:40:56-08:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020665273PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Heather Babcock CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7028AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95061ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261617166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Foundation for Social ResponsibilityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone8314210205PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1343 Soquel Avenue PMB 216AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMartin RistPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2024-09-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHeather BabcockPreparerPersonNm
PTINP00081647PTIN
Phone8314263400PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Net Invst Incm$254InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$18,642DividendsNetInvstIncmAmt
Total Rev And Expnss$100,000TotalRevAndExpnssAmt
Total Net Invst Incm$18,896TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$954AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$954AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$2,000OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$37OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$37OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,991TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,991TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,640ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,640ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,631TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,631TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,369ExcessRevenueOverExpensesAmt
Net Investment Income$18,896NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$605,355CashBOYAmt
Cash EOY$83,678CashEOYAmt
Sav And Temp Cash Invst EOY$568,896SavAndTempCashInvstEOYAmt
Acct Rcvbl BOY$100AcctRcvblBOYAmt
Total Assets BOY$605,455TotalAssetsBOYAmt
Total Assets EOY$652,574TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable BOY$800AccountsPayableBOYAmt
Accounts Payable EOY$1,654AccountsPayableEOYAmt
Total Liabilities BOY$800TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,654TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$604,655NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$650,920NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$604,655TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$650,920TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$605,455TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$652,574TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$604,655TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,369ExcessRevenueOverExpensesAmt
Other Increases$18,896OtherIncreasesAmt
Subtotal$650,920SubtotalAmt
Tot Net Ast Or Fund Balances EOY$650,920TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$263InvestmentIncomeExciseTaxAmt
Subtotal$263SubtotalAmt
Tax Based On Investment Income$263TaxBasedOnInvestmentIncomeAmt
Tax Due$263TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.foundationforsr.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8314210205PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1343 Soquel Ave PMB 216AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Martin Rist
343 Soquel Avenue PMB 216Santa CruzCA95062Executive Dir.1.00$0
Bonnie Brunet
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
Erik Rist
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
John Sweeten
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
Thomas Davies Jr
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$263TaxBasedOnInvestmentIncomeAmt
Total Tax$263TotalTaxAmt
Distributable Before Adj$263DistributableBeforeAdjAmt
Distributable Before Ded$263DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,631ExpensesAndContributionsAmt
Qualifying Distributions$72,631QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$78,202ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$96,495ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$47,493ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$35,975ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,914ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$308,079TotalExcessDistributionCyovAmt
Qualifying Distributions$72,631QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$72,631RemainingDistriFromCorpusAmt
Total Corpus$380,710TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$78,202ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$302,508ExcessDistriCyovToNextYrAmt
Excess From Year4$96,495ExcessFromYear4Amt
Excess From Year3$47,493ExcessFromYear3Amt
Excess From Year2$35,975ExcessFromYear2Amt
Excess From Year1$49,914ExcessFromYear1Amt
Excess From Current Year$72,631ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMartin RistContributingManagerNm
Contributing ManagerBonnie BrunetContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Second Harvest of Santa Cruz
800 Ohlone PkwyWatsonvilleCA95076N/APCSupport for General Mission$5,000
Public Citizen
1600 20th Street NWWashingtonDC20009N/APCSupport for General Mission$2,000
Environmental Working Group
1436 U St NW 100WashingtonDC20009N/APCSupport for General Mission$10,000
Doctors without Borders
40 Rector Street 16th floorNew YorkNY10006N/APCSupport for General Mission$5,000
ALDEA
2310 First StreetNapaCA94559N/APCSupport for General Mission$7,500
Pro Publica
155 Avenue of the Americas 13th flNew YorkNY10013N/APCSupport for general mission$2,000
Freedom from Religion Foundation
PO Box 750MadisonWI53701N/APCSupport for general mission$1,500
Immigration Equality
40 Exchange Pl 1705New YorkNY10005N/APCSupport for general mission$3,000
Congressional Dish
5753 Hwy 85 North 4576CrestviewFL32536N/ANCSupport for general mission$11,140
Solar Rights Alliance
302 Washington St 150San DiegoCA92103PCSupport for general mission$7,000
National Abortion Federation
PO Box 100Annapolis JunctionMD20701PCSupport for general mission$2,000
Final Exit Network
PO Box 10071TallahasseeFL32302PCSupport for general mission$2,000
Western Service Workers
1012 Mission StreetSanta CruzCA95060PCSupport for general mission$1,000
WRRAP
1902A Lincoln Blvd 1338Santa MonicaCA90405PCSupport for general mission$10,000
Union of Concerned Scientists
2001 Addison St Ste 200BerkeleyCA94704PCSupport for general mission$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,640TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRist Brunet Family TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1343 Soquel Avenue PMB 216AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax PrepCategoryTxt
Amt$954Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$954DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank ChargesDesc
Revenue And Expenses Per Books$37RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$37DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescInvestment IncomeDesc
Amt$18,896Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWebsite DevelopmentCategoryTxt
Amt$2,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

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