RIFF FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RIFF FOUNDATION (EIN 81-5214407)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-01
- IRS object ID
- 202323059349100247
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-01T17:00:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Pamela | PersonFirstNm |
| Person Last | Kohlberg | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CCA LLP | PreparerPersonNm |
| PTIN | P00587987 | PTIN |
| Phone | 9256852911 | PhoneNum |
| Preparation | 2023-10-30 | PreparationDt |
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 | $24,920,566 | 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 | $8,490,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,150 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,150 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $346,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$233,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,023,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,608,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,402 | 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 | $24,122 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,031 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $480,752 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $203,025 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $212,548 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,310 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,613 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,938 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $47 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$6,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,461 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $508,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $218,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,048,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,048,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,556,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $218,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,268,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,052,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,204 | CashBOYAmt |
| Cash EOY | $587,841 | CashEOYAmt |
| Cash EOYFMV | $587,841 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $25,080 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,080 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,952,995 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,676,944 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,676,944 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,467,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,238,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,238,695 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $451,341 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,430,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,308,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,308,048 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,644 | OtherAssetsBOYAmt |
| Other Assets EOY | $83,958 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $83,958 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,474,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,920,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,920,566 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,120 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $29,370 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $56,019 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,294 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $57,139 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,664 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,417,015 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,889,902 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,417,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,889,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,474,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,920,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,417,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,052,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,469,040 | SubtotalAmt |
| Other Decreases | $2,579,138 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,889,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE BANK 1.25% CD 04/21/2022 | 2020-04-01 | 2022-04-21 | $225,000 | $225,000 | $0 | $0 |
| BLOCK INC A | 2022-05-13 | 2022-10-21 | $14,122 | $21,824 | -$7,702 | -$7,702 |
| BLOCK INC A | 2021-01-07 | 2022-10-21 | $325 | $1,426 | -$1,101 | -$1,101 |
| BLOCK INC A | 2020-11-25 | 2022-10-21 | $270 | $1,065 | -$795 | -$795 |
| BLOCK INC A | 2020-01-29 | 2022-10-21 | $16,990 | $24,071 | -$7,081 | -$7,081 |
| BLOCK INC A | 2019-12-03 | 2022-10-21 | $9,685 | $11,982 | -$2,297 | -$2,297 |
| BLOCK INC A | 2019-06-17 | 2022-10-21 | $9,685 | $12,988 | -$3,303 | -$3,303 |
| BLOCK INC A | 2022-05-13 | 2022-09-09 | $3,798 | $4,264 | -$466 | -$466 |
| BLOCK INC A | 2022-04-22 | 2022-09-09 | $22,120 | $30,412 | -$8,292 | -$8,292 |
| BLOCK INC A | 2022-01-06 | 2022-09-09 | $55,710 | $104,720 | -$49,010 | -$49,010 |
| BLUE RIDGE BANK 1.2% CD 04/14/2022 | 2020-04-01 | 2022-04-14 | $225,000 | $225,000 | $0 | $0 |
| CANADIAN NATL RAILWY | 2020-01-29 | 2022-04-01 | $21,662 | $15,835 | $5,827 | $5,827 |
| COSTCO WHOLESALE CO | 2020-12-24 | 2022-04-01 | $23,599 | $14,842 | $8,757 | $8,757 |
| COSTCO WHOLESALE CO | 2020-12-24 | 2022-01-03 | $15,183 | $9,774 | $5,409 | $5,409 |
| ESSILORLUXOTTICA ADR | 2022-05-13 | 2022-10-21 | $6,780 | $7,040 | -$260 | -$260 |
| ESSILORLUXOTTICA ADR | 2022-04-22 | 2022-10-21 | $12,656 | $15,150 | -$2,494 | -$2,494 |
| ESSILORLUXOTTICA ADR | 2022-01-06 | 2022-10-21 | $12,882 | $17,851 | -$4,969 | -$4,969 |
| ESSILORLUXOTTICA ADR | 2021-01-07 | 2022-10-21 | $26,516 | $27,914 | -$1,398 | -$1,398 |
| ESSILORLUXOTTICA ADR | 2019-06-17 | 2022-10-21 | $39,021 | $31,049 | $7,972 | $7,972 |
| FEDEX CORP | 2022-01-06 | 2022-04-01 | $4,906 | $4,906 | $0 | $0 |
| HANNON ARMSTRONG SUS REIT | 2022-09-09 | 2022-10-17 | $9,744 | $16,289 | -$6,545 | -$6,545 |
| HANNON ARMSTRONG SUS REIT | 2022-08-19 | 2022-10-17 | $6,936 | $12,186 | -$5,250 | -$5,250 |
| HANNON ARMSTRONG SUS REIT | 2022-05-13 | 2022-10-17 | $15,960 | $25,073 | -$9,113 | -$9,113 |
| HANNON ARMSTRONG SUS REIT | 2022-04-22 | 2022-10-17 | $15,384 | $25,800 | -$10,416 | -$10,416 |
| HANNON ARMSTRONG SUS REIT | 2022-01-06 | 2022-10-17 | $21,167 | $43,880 | -$22,713 | -$22,713 |
| HANNON ARMSTRONG SUS REIT | 2021-05-19 | 2022-10-17 | $8,688 | $17,308 | -$8,620 | -$8,620 |
| HANNON ARMSTRONG SUS REIT | 2021-04-05 | 2022-10-17 | $5,136 | $11,475 | -$6,339 | -$6,339 |
| HANNON ARMSTRONG SUS REIT | 2020-07-14 | 2022-10-17 | $8,664 | $10,462 | -$1,798 | -$1,798 |
| HANNON ARMSTRONG SUS REIT | 2020-04-27 | 2022-10-17 | $1,080 | $1,171 | -$91 | -$91 |
| HANNON ARMSTRONG SUS REIT | 2020-01-29 | 2022-10-17 | $12,168 | $16,571 | -$4,403 | -$4,403 |
| HANNON ARMSTRONG SUS REIT | 2019-12-03 | 2022-10-17 | $6,768 | $7,439 | -$671 | -$671 |
| HANNON ARMSTRONG SUS REIT | 2019-06-17 | 2022-10-17 | $11,400 | $11,325 | $75 | $75 |
| NOVO-NORDISK A S ADR | 2020-12-24 | 2022-04-01 | $7,339 | $4,536 | $2,803 | $2,803 |
| NOVO-NORDISK A S ADR | 2020-07-14 | 2022-04-01 | $23,938 | $13,735 | $10,203 | $10,203 |
| SALESFORCE INC | 2022-01-06 | 2022-09-09 | $6,510 | $9,092 | -$2,582 | -$2,582 |
| STANLEY BLACK & DECK | 2020-12-24 | 2022-10-21 | $8,662 | $21,288 | -$12,626 | -$12,626 |
| STANLEY BLACK & DECK | 2020-11-25 | 2022-10-21 | $32,900 | $84,341 | -$51,441 | -$51,441 |
| STANLEY BLACK & DECK | 2022-05-13 | 2022-09-09 | $7,626 | $10,385 | -$2,759 | -$2,759 |
| STANLEY BLACK & DECK | 2022-04-22 | 2022-09-09 | $22,697 | $36,112 | -$13,415 | -$13,415 |
| STANLEY BLACK & DECK | 2022-01-06 | 2022-09-09 | $19,198 | $41,107 | -$21,909 | -$21,909 |
| STANLEY BLACK & DECK | 2020-11-25 | 2022-09-09 | $6,639 | $13,808 | -$7,169 | -$7,169 |
| STANLEY BLACK & DECK | 2020-11-25 | 2022-09-09 | $1,256 | $2,646 | -$1,390 | -$1,390 |
| TOMRA SYS A/S/A | 2022-04-22 | 2022-09-12 | $9,504 | $9,720 | -$216 | -$216 |
| TOMRA SYSTEMS ORD | 2020-01-29 | 2022-01-03 | $7,760 | $3,281 | $4,479 | $4,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$233,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,263 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,263 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,080 | 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 | $25,080 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,817 | OverpaymentAmt |
| Applied To ES Tax | $23,817 | 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-Rocha | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | President | 1.00 | $0 | $0 | $0 |
| Pamela Kohlberg | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | Treasurer | 1.00 | $0 | $0 | $0 |
| Samuel Vinal | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | Secretary | 1.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Luke Newton | |||||
| PO Box 101 | Orcas | WA | 98280 | Program Consultant | $133,000 |
| Mijo Consulting LLC | |||||
| 3917 S Angel Place | Seattle | WA | 98118 | Program Consultant | $97,692 |
| 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 | $25,343,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $924,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,267,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,267,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $394,018 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,873,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,293,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,293,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,263 | TotalTaxAmt |
| Distributable Before Adj | $1,292,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,292,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,292,431 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,268,796 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,268,796 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,292,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,310 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $243,299 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,138,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,313,158 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,274,933 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,971,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,268,796 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,292,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,976,365 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,948,029 | 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 | $1,310 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,946,719 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $243,299 | ExcessFromYear4Amt |
| Excess From Year3 | $1,138,964 | ExcessFromYear3Amt |
| Excess From Year2 | $3,313,158 | ExcessFromYear2Amt |
| Excess From Year1 | $4,274,933 | ExcessFromYear1Amt |
| Excess From Current Year | $5,976,365 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amalgamated Charitable Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K Street Northwest | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General support | GrantOrContributionPurposeTxt |
| Amt | $7,048,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,048,000 | 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 | $5,150 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346,745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$233,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $118,786 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,786 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Pamela Kohlberg | ||||||
| 1 | 6 Beacon Street Ste 920 | Boston | MA | 02108 | $2,490,000 | Yes (X) |
| Nan Vinal | ||||||
| 2 | 6 Beacon Street Ste 920 | Boston | MA | 02108 | $2,000,000 | Yes (X) |
| Jon Vinal | ||||||
| 3 | 6 Beacon Street Ste 920 | Boston | MA | 02108 | $2,000,000 | Yes (X) |
| Sam Vinal | ||||||
| 4 | 6 Beacon Street Ste 920 | Boston | MA | 02108 | $2,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & Taxes | CategoryTxt |
| Amt | $24,122 | Amt |
| Net Investment Income | $6,031 | 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 | $9,238,695 | EOYBookValueAmt |
| EOYFMV | $9,238,695 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,676,944 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,676,944 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Community Loan Funds | FMV | $1,676,767 | $1,676,767 |
| CD & Money Market | FMV | $3,631,281 | $3,631,281 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Int/Div Receivable | Desc |
| BOY Book Value | $43,644 | BOYBookValueAmt |
| EOY Book Value | $83,958 | EOYBookValueAmt |
| EOYFMV | $83,958 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains and (Losses) | Desc |
| Amt | $2,579,138 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Telephone & Communications | $4,915 | $0 | $0 |
| Bank Charges | $711 | $0 | $0 |
| Licenses & Fees | $350 | $0 | $0 |
| Foreign Taxes | $9,461 | $9,461 | $0 |
| Deferred Tax Expense | -$35,114 | $0 | $0 |
| Board Meetings | $10,760 | $0 | $0 |
| Dues & Memberships | $1,250 | $0 | $0 |
| Excise Taxes | $1,294 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Tax Liability | $35,114 | $0 |
| Excise Tax Liability | $20,905 | $1,294 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Program Consultant | $230,692 | $7,315 | $158,198 |
| Other Professional Services | $37,850 | $0 | $37,850 |
| Honoraria | $16,500 | $0 | $16,500 |
| Investment Management Fees | $195,710 | $195,710 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 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 |
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