ARCA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARCA FOUNDATION (EIN 13-2751798)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202313109349100706
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T07:59:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132751798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Arca Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCA | BusinessNameControlTxt |
| Phone | 2028229193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 Rhode Island Ave NW 606 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anna Lefer Kuhn | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2028229193 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Anna | PersonFirstNm |
| Person Last | Lefer Kuhn | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Jie Chen CPA | PreparerPersonNm |
| PTIN | P01049760 | PTIN |
| Phone | 7038930300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,409,213 | 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 | $43,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $731,694 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $764,294 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $802 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $802 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $802 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,127,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,004,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,122,619 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $128,080 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,477 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,030,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,892,192 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $373,820 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $373,820 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,550 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $87,550 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,019 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,019 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $49,928 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,396 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,146 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,901 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $249,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $204,145 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,733 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,101 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $80,809 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $40,405 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,405 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $64,100 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $64,100 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,626 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,626 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $292,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,930 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $169,269 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,279,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $365,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $909,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,884,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,884,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,163,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $365,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,794,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,133,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,526,712 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,262 | CashBOYAmt |
| Cash EOY | $69,804 | CashEOYAmt |
| Cash EOYFMV | $69,804 | CashEOYFMVAmt |
| Acct Rcvbl | $37,236 | AcctRcvblAmt |
| Acct Rcvbl BOY | $49,491 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $37,236 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $37,236 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $43,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $14,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $43,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $43,000 | PledgesRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,204 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,408 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,408 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,641,265 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,013,331 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,013,331 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,712,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,165,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,165,350 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,956,415 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,972,482 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,972,482 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,756,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,073,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,073,499 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $78,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,343 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,174,328 | LandBOYAmt |
| Land EOY | $36,947 | LandEOYAmt |
| Land EOYFMV | $36,947 | LandEOYFMVAmt |
| Other Assets BOY | $281 | OtherAssetsBOYAmt |
| Other Assets EOY | $482,156 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $482,156 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,419,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,409,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,409,213 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,685 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,637 | AccountsPayableEOYAmt |
| Grants Payable BOY | $150,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $80,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $214,369 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $537,878 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $399,054 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $644,515 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,020,758 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $45,764,698 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,020,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,764,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,419,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,409,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,020,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,133,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,887,536 | SubtotalAmt |
| Other Decreases | $11,122,838 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,764,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|
| Publicly traded securities | P | $12,803,643 | $12,695,714 | $107,929 | $107,929 | |
| Sale of Building | P | $3,200,000 | $3,164,119 | $1,021,556 | $1,021,556 | $985,675 |
| Sale of Painting and Disposition of Property | P | $1,300 | $9,466 | -$6,866 | -$6,866 | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,122,619 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,142 | 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 | $73,142 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $51,921 | OverpaymentAmt |
| Applied To ES Tax | $51,921 | 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 |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.arcafoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028229193 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 Rhode Island Ave NW 606 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| Nicole Bagley | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | President | 30.00 | $24,625 | $35,934 | $0 |
| Margery Tabankin | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Vice President | 5.00 | $10,000 | $0 | $0 |
| Janet Shenk | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Treasurer | 5.00 | $10,000 | $0 | $0 |
| Nancy Bagley | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Board Member | 5.00 | $10,000 | $0 | $0 |
| Mary King | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Secretary | 5.00 | $10,000 | $0 | $0 |
| Joseph Eldridge | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Board Member | 5.00 | $10,000 | $0 | $0 |
| Austin Thompson | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Board Member | 5.00 | $10,000 | $0 | $0 |
| Mike Lux | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Board Member | 5.00 | $10,000 | $0 | $0 |
| Amaha Kassa | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Board Member | 5.00 | $10,000 | $0 | $0 |
| Anna Lefer Kuhn | ||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | Executive Director | 40.00 | $190,000 | $43,261 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Mosley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 Rhode Island Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Grants Manager | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,550 | CompensationAmt |
| Employee Benefits | $14,206 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Veris Wealth Partners | |||||
| 17 State St Ste 2450 | New York | NY | 10004 | Investment management | $118,455 |
| CBRE Inc | |||||
| 1900 N Street NW Suite 700 | Washington | DC | 20036 | Commission for sale of bldg | $80,000 |
| Reliant Realty Advisors | |||||
| 733 11th Street NE | Washington | DC | 20002 | Commission for sale of bldg | $80,000 |
| Brown Advisory | |||||
| 901 S Bond Street Ste 400 | Baltimore | MD | 21231 | Investment management | $79,070 |
| 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 | $47,184,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $601,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,786,149 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,786,149 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $716,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,069,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,353,468 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,353,468 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,221 | TotalTaxAmt |
| Distributable Before Adj | $2,332,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,332,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,332,247 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,794,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,794,319 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,332,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $527,709 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,045,672 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,306,237 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,469,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $846,713 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,195,638 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,794,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,332,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,462,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,657,710 | 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 | $527,709 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,130,001 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,045,672 | ExcessFromYear4Amt |
| Excess From Year3 | $2,306,237 | ExcessFromYear3Amt |
| Excess From Year2 | $2,469,307 | ExcessFromYear2Amt |
| Excess From Year1 | $846,713 | ExcessFromYear1Amt |
| Excess From Current Year | $2,462,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Executive Director | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 Rhode Island Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2028229193 | RecipientPhoneNum |
| Form And Info And Materials | See "How to Apply" Information from Foundation's Website | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See "How to Apply" Information from Foundation's Website | SubmissionDeadlinesTxt |
| Restrictions On Awards | See "How to Apply" Information from Foundation's Website | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Alliance of Californians for Community Empowerment (ACCE) Institute | |||||||
| 3655 S Grand Ave Suite 250 | Los Angeles | CA | 90007 | PC | general support | $5,000 | |
| Action Center on Race and the Economy Institute | |||||||
| 1901 West Carroll Avenue | Chicago | IL | 60612 | PC | general support | $100,000 | |
| Action Center on Race and the Economy Institute | |||||||
| 1901 West Carroll Avenue | Chicago | IL | 60612 | PC | Smith Bagley Award | $25,000 | |
| Advance Decmocracy Inc | |||||||
| 1360 Beverly Road Suite 300 | McLean | VA | 22101 | PC | general support | $75,000 | |
| Alliance for Youth Organizing | |||||||
| 915 5th Street NW | Washington | DC | 20001 | PC | project support | $100,000 | |
| Amalgamated Charitable Fund | |||||||
| 1825 K St NW | Washington | DC | 20006 | PC | support for the Just Future Fund | $230,000 | |
| Blueprint North Carolina | |||||||
| PO Box 607 | Durham | NC | 27702 | PC | general support | $150,000 | |
| Center for Economic and Policy Research | |||||||
| 1600 Connecticut Ave NW | Washington | DC | 20009 | PC | project support | $50,000 | |
| Citizen Action of Wisconsin Education Fund | |||||||
| 221 S 2nd Street Suite 300 | Milwaukee | WI | 53204 | PC | general support | $100,000 | |
| Comision Ciudadana Para La Auditoria (Aditoria Ya) Integral Del Credito Pub | |||||||
| PO Box 40895 | San Juan | PR | 00940 | PC | general support | $5,000 | |
| ColorOfChangeorg Education Fund | |||||||
| 1714 Franklin Street Suite 100-136 | Oakland | CA | 94612 | PC | general support | $100,000 | |
| Congressional Progressive Caucus Center | |||||||
| 80 F Street NW | Washington | DC | 20001 | PC | project support | $75,000 | |
| Democracy for the Arab World Now | |||||||
| 22019 Eastcreek Drive | Ashburn | VA | 20148 | PC | general support | $50,000 | |
| Democracy North Carolina | |||||||
| 3000 Aerial Center Parkway Ste 160 | Morrisville | NC | 27560 | PC | general support | $50,000 | |
| Freedom Inc | |||||||
| 2110 Luann Lane | Fitchnurg | WI | 53713 | PC | general support | $75,000 | |
| Highlander Research and Education Center | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | PC | general support | $5,000 | |
| ISAIAH | |||||||
| 2720 E 22nd St | Minneapolis | MN | 55406 | PC | project support | $75,000 | |
| Institute for Policy Studies | |||||||
| 1301 Connecticut Ave NW 600 | Washington | DC | 20036 | PC | general support | $50,000 | |
| Just Vision Inc | |||||||
| 1250 H Street NW Suite 300 | Washington | DC | 20005 | PC | general support | $50,000 | |
| Michigan United | |||||||
| 4405 Wesson St | Detroit | MI | 48210 | PC | general support | $75,000 | |
| Michigan Voices | |||||||
| 2727 2nd Avenue Suite 109 | Detroit | MI | 48201 | PC | general support | $150,000 | |
| Mothering Justice | |||||||
| 17320 Livernois | Detroit | MI | 48221 | PC | general support | $75,000 | |
| National Committee for Responsive Philanthropy | |||||||
| 1900 L Street NW Suite 825 | Washington | DC | 20036 | PC | general support | $1,500 | |
| National Iranian American Council | |||||||
| 1629 K Street NW Suite 503 | Washington | DC | 20006 | PC | general support | $50,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank H Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | project support | $20,000 | |
| NEO Philanthropy | |||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | PC | project support | $5,000 | |
| NEO Philanthropy | |||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | PC | project support | $3,000 | |
| NEO Philanthropy | |||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | PC | project support | $100,000 | |
| New Florida Majority Education Fund (Florida Rising Together) | |||||||
| 8330 Biscayne Bldv Ste 1050 | Miami | FL | 33138 | PC | general support | $100,000 | |
| New Georgia Project Inc | |||||||
| 830 Glenwood Ave SE | Atlanta | GA | 30316 | PC | general support | $5,000 | |
| New York Communities Organizing Fund Inc | |||||||
| 2-4 Nevins St | Brooklyn | NY | 11217 | PC | general support | $5,000 | |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | in support of its project Demand Progress | $50,000 | 300 |
| Oil & Gas Action Network | |||||||
| 981 Village Cir | Oakland | CA | 94607 | PC | Musgrove Conference | $40,000 | |
| PowerSwitch Action | |||||||
| 1305 Franklin St Suite 501 | Oakland | CA | 94612 | PC | project support | $100,000 | |
| Public Accountability Initiative | |||||||
| 45 Park Street Ste UR | Baffalo | NY | 14201 | PC | general support | $75,000 | |
| Quincy Institute for Responsible Statecraft | |||||||
| 2000 Pennsylvania Avenue NW 7000 | Washington | DC | 20006 | PC | general support | $125,000 | |
| Social & Environmental Entrepreneurs | |||||||
| 23564 Calabasas Rd Ste 201 | Calabasas | CA | 91302 | PC | in support of its project Funders for Justice | $5,000 | |
| Social Good Fund Inc | |||||||
| 6641 Aqua Vista Ct | Richmond | CA | 94805 | PC | in support of its project Freedom Forward | $50,000 | |
| Solidaire Network Inc | |||||||
| 52 Crestcent Avenue Unit 1 | Malden | MA | 02148 | PC | general support | $50,000 | |
| State Voices | |||||||
| 719 Griswold St Ste 600 | Detroit | MI | 48226 | PC | general support | $200,000 | |
| Tides Center | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | in support of its project Detroit Action Education Fund | $100,000 | |
| Tides Foundation | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | in support of its project Black Leaders Organizing Communities | $100,000 | |
| Tides Foundation | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | in support of its project Center for Working Families Fund | $200,000 | |
| Tides Foundation | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | in support of its project Diaspora Alliance | $50,000 | |
| United for Respect Education Fund | |||||||
| 400 Jay Street 300 | Brooklyn | NY | 11201 | PC | general support | $100,000 | |
| Union Theological Seminary | |||||||
| 3041 Broadway | New York | NY | 10027 | PC | general support | $5,000 | |
| The Watershed Center Inc | |||||||
| 44 Kaye Road | Millerton | NY | 12546 | PC | in support of its project Dissenters | $50,000 | |
| United We Dream Network | |||||||
| 1201 16th ST NW STE714 | Washington | DC | 20036 | PC | general support | $75,000 | |
| Voces de la Frontera | |||||||
| 1027 S 5th St | Milwakee | WI | 53204 | PC | general support | $75,000 | |
| We Are Down Home | |||||||
| 3400 Battleground Avenue | Greensboro | NC | 27410 | PC | general support | $75,000 | |
| We The People MI | |||||||
| 440 Burroughs Street 174 | Detroit | MI | 48067 | PC | general support | $150,000 | |
| Windward Fund | |||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | project support | $150,000 | 300 |
| Win Without War Education Fund | |||||||
| 1 Thomas Circle NW 7th Floor | Washington | DC | 20005 | PC | general support | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,884,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $731,694 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $802 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,112,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,014,690 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax benefit | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $128,080 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,972,979 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,014,690 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,987,669 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | The proceeds of the sale of the building by Arca were used to make grants in furtherance of the Foundation's exempt purposes. | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Brett Bagley | ||||||
| 1 | 5720 Frederica Road | St Simons Island | GA | 31522 | $37,000 | Yes (X) |
| Nicole Bagley | ||||||
| 2 | 735 S Filmore Street | Denver | CO | 80209 | $6,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $33,146 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,901 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (57 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 2001 Bldg Improvements | 1997-12-30 | $415,156 | $212,901 | SL | 39.000000000000 | $0 | $0 |
| Starvopoulos | 1998-02-27 | $54,236 | $27,698 | SL | 39.000000000000 | $0 | $0 |
| Starvopoulos | 1998-04-29 | $132,702 | $67,203 | SL | 39.000000000000 | $0 | $0 |
| Starvopoulos | 1998-06-14 | $175,557 | $88,152 | SL | 39.000000000000 | $0 | $0 |
| Starvopoulos | 1998-07-14 | $82,002 | $41,002 | SL | 39.000000000000 | $0 | $0 |
| N gen (wiring) | 1998-07-14 | $11,408 | $5,705 | SL | 39.000000000000 | $0 | $0 |
| Starvopoulos | 1998-08-14 | $130,636 | $65,040 | SL | 39.000000000000 | $0 | $0 |
| Starvopoulos | 1998-09-17 | $142,527 | $70,656 | SL | 39.000000000000 | $0 | $0 |
| Kemco | 1998-09-14 | $3,963 | $1,966 | SL | 39.000000000000 | $0 | $0 |
| Starvopoulos | 1998-11-14 | $55,087 | $27,072 | SL | 39.000000000000 | $0 | $0 |
| Starvopoulos | 1998-12-30 | $31,506 | $15,417 | SL | 39.000000000000 | $0 | $0 |
| Kennedy Home Improve | 2003-10-14 | $12,750 | $4,653 | SL | 39.000000000000 | $0 | $0 |
| ADR Design | 2008-04-03 | $26,893 | $6,247 | SL | 39.000000000000 | $0 | $0 |
| Land | 2001-01-30 | $218,750 | L | 39.000000000000 | $0 | $0 | |
| Building | 2001-01-30 | $656,250 | $351,963 | SL | 39.000000000000 | $0 | $0 |
| Virginia Schofield Painting | 1992-11-18 | $1,300 | $1,300 | SL | 7.000000000000 | $0 | $0 |
| Office Equipment | 1992-12-30 | $515 | $515 | SL | 7.000000000000 | $0 | $0 |
| Glass Top Coffee Table | 1993-03-26 | $1,100 | $1,100 | SL | 7.000000000000 | $0 | $0 |
| Leather Couch | 1993-07-17 | $1,189 | $1,189 | SL | 7.000000000000 | $0 | $0 |
| Digital Recorder | 2000-04-14 | $2,125 | $2,125 | SL | 5.000000000000 | $0 | $0 |
| Screen, Projector | 1998-04-14 | $9,165 | $9,165 | SL | 5.000000000000 | $0 | $0 |
| Telephones (n gen) | 1998-09-14 | $6,227 | $6,227 | SL | 7.000000000000 | $0 | $0 |
| TV for Security | 1998-09-14 | $1,255 | $1,255 | SL | 7.000000000000 | $0 | $0 |
| Conference Table | 1998-09-26 | $11,946 | $11,946 | SL | 7.000000000000 | $0 | $0 |
| Waveworks Highback Organizer | 1998-10-21 | $715 | $715 | SL | 5.000000000000 | $0 | $0 |
| Escalade Table Desk | 1998-10-30 | $991 | $991 | SL | 7.000000000000 | $0 | $0 |
| Escalade Free Standing Storage Credenza | 1998-10-30 | $1,255 | $1,255 | SL | 7.000000000000 | $0 | $0 |
| High Back Wood Base Chair | 1998-10-30 | $519 | $519 | SL | 7.000000000000 | $0 | $0 |
| 42" Round Table Auturm | 1998-10-30 | $610 | $610 | SL | 7.000000000000 | $0 | $0 |
| Escalade 36 x 72 Bookcase | 1998-10-30 | $945 | $945 | SL | 7.000000000000 | $0 | $0 |
| 14 High Back Wood Base Chairs | 1998-10-30 | $13,391 | $13,391 | SL | 7.000000000000 | $0 | $0 |
| Escalade Single Ped Desk Left Arc Top | 1998-10-30 | $1,272 | $1,272 | SL | 7.000000000000 | $0 | $0 |
| Escalade 22x72 Right File/File Ped Credenza | 1998-10-30 | $921 | $921 | SL | 7.000000000000 | $0 | $0 |
| 2 Escalada 36x72 Bookcase/Storage | 1998-10-30 | $1,890 | $1,890 | SL | 7.000000000000 | $0 | $0 |
| Left Pedestal Desk | 1998-10-30 | $1,510 | $1,510 | SL | 7.000000000000 | $0 | $0 |
| Escalade Right Return Reception | 1998-10-30 | $1,005 | $1,005 | SL | 7.000000000000 | $0 | $0 |
| High Back Wood Base Chair | 1998-10-30 | $519 | $519 | SL | 7.000000000000 | $0 | $0 |
| Jefferson Series Credenza | 1998-11-14 | $1,190 | $1,190 | SL | 7.000000000000 | $0 | $0 |
| Hecht Co. (Oriental Rug) | 1998-12-04 | $752 | $752 | SL | 7.000000000000 | $0 | $0 |
| Onkyo TX-SR600 Audio Video | 1998-12-11 | $560 | $560 | SL | 5.000000000000 | $0 | $0 |
| Foliographics | 2000-02-14 | $572 | $572 | SL | 5.000000000000 | $0 | $0 |
| Pictures & Rugs | 2001-04-14 | $4,083 | $4,083 | SL | 7.000000000000 | $0 | $0 |
| Rug for conference room | 2004-07-14 | $12,785 | $12,785 | SL | 7.000000000000 | $0 | $0 |
| 2 iMacs & software | 2004-08-14 | $3,951 | $3,951 | SL | 5.000000000000 | $0 | $0 |
| Server Hardware/software and installation | 2004-11-14 | $15,192 | $15,192 | SL | 5.000000000000 | $0 | $0 |
| Base Grant Process Software (Npower) | 2005-10-14 | $20,000 | $20,000 | SL | 3.000000000000 | $0 | $0 |
| Kastle Systems LLC | 2017-12-01 | $28,573 | $23,356 | SL | 5.000000000000 | $0 | $0 |
| Otis Elevator (installment of card reader) | 2017-06-21 | $1,968 | $1,608 | SL | 5.000000000000 | $0 | $0 |
| Studi D Construction | 2017-12-01 | $3,500 | $2,800 | SL | 5.000000000000 | $0 | $0 |
| House of Doors | 2018-09-28 | $2,788 | $984 | SL | 10.000000000000 | $0 | $0 |
| All Seasons - Light installation, exterior doors | 2018-10-24 | $1,875 | $446 | SL | 10.000000000000 | $0 | $0 |
| Consulting fees to redesign website | 2011-11-11 | $4,000 | $4,000 | SL | 3.000000000000 | $0 | $0 |
| Friendly Design Company (site design/development) | 2011-12-21 | $6,525 | $6,525 | SL | 3.000000000000 | $0 | $0 |
| Friendly Design Company (site design/development) | 2016-04-19 | $6,525 | $6,525 | SL | 3.000000000000 | $0 | $0 |
| Apple laptop | 2021-01-21 | $1,600 | $533 | SL | 3.000000000000 | $533 | $0 |
| Continium Technology - AV Equipment | 2022-09-29 | $5,696 | SL | 5.000000000000 | $290 | $0 | |
| Moi- Various pieces of furniture | 2022-05-24 | $33,944 | SL | 7.000000000000 | $2,937 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Controlled Entity | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part VII-A, Line 11 | FormAndLineReferenceDesc |
| Medium Explanation | Arca's ownership of the Biome Ventures Holding LLC is not an excess business holding because the LLC is not a "business enterprise" under the definitions for the application of the excess business tax rules. See 26 CFR 53.4943-1; 26 CFR 53.4943-10. The term "business enterprise" does not include a trade or business at least 95% of the gross income of which is derived from passive sources. 26 CFR 53.4943-10(c). Thus, stock in or ownership of a passive holding company such as Biome is not considered a holding in a business enterprise even if the company is controlled by the foundation. See PLR XXX-XX-XXXX. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $1,972,482 | EOYBookValueAmt |
| EOYFMV | $1,972,482 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common Stock | StockNm |
| EOY Book Value | $19,165,350 | EOYBookValueAmt |
| EOYFMV | $19,165,350 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,013,331 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,013,331 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mutual funds - other | FMV | $1,188,065 | $1,188,065 |
| Cash equivalents | FMV | $1,419,140 | $1,419,140 |
| Mutual funds - fixed | FMV | $9,863,084 | $9,863,084 |
| Private equity funds | FMV | $4,621,378 | $4,621,378 |
| Asset-backed securities | FMV | $1,981,832 | $1,981,832 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Base Grant Process Software (Npower) | $20,000 | $20,000 | $0 | $0 |
| Consulting fees to redesign website | $4,000 | $4,000 | $0 | $0 |
| Friendly Design Company (site design/development) | $6,525 | $6,525 | $0 | $0 |
| Friendly Design Company (site design/development) | $6,525 | $6,525 | $0 | $0 |
| Apple laptop | $1,600 | $1,066 | $534 | $534 |
| Continium Technology - AV Equipment | $5,696 | $290 | $5,406 | $5,406 |
| Moi- Various pieces of furniture | $33,944 | $2,937 | $31,007 | $31,007 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $49,928 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,396 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investments pending settlement | $281 | ||
| Right-of-use asset- operating lease | $429,807 | $429,807 | |
| Federal excise tax refund receivable | $52,349 | $52,349 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss | Desc |
| Amt | $11,122,838 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Repairs and maintenance | $1,618 | $0 | $1,618 |
| Miscellaneous | $26,126 | $0 | $23,621 |
| Furniture and equip. rental | $5,205 | $0 | $5,205 |
| Office supplies | $2,400 | $0 | $2,400 |
| Telephone | $3,105 | $0 | $3,105 |
| Insurance | $12,390 | $0 | $12,390 |
| Sale of building costs | $241,859 | $120,930 | $120,930 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Partnership ordinary income/loss | $0 | $7,210 | $0 |
| Sec. 988 gain | $0 | -$2,733 | $0 |
| Federal excise tax benefit | $128,080 | $128,080 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Tenant security deposit | $3,800 | $0 |
| Deferred federal excise tax liability | $194,968 | $26,408 |
| Federal excise tax payable | $15,601 | $18,701 |
| Lease liability - operating lease | $0 | $492,769 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment mgmt fees | $216,769 | $204,145 | $22,913 |
| Consultants/temporary staff | $32,820 | $0 | $32,820 |