FOUNDATION FOR SOCIAL RESPONSIBLITY: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR SOCIAL RESPONSIBLITY (EIN 26-1617166)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-08
IRS object ID
202333129349102233
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T16:59:10-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2022-07-01TaxPeriodBeginDt

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
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMartinPersonFirstNm
Person LastRistPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$605,455FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$205,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$205,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$900AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,150TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,640ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,640ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$73,790TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$131,210ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$474,145CashBOYAmt
Cash EOY$605,355CashEOYAmt
Cash EOYFMV$605,355CashEOYFMVAmt
Acct Rcvbl$100AcctRcvblAmt
Acct Rcvbl BOY$100AcctRcvblBOYAmt
Acct Rcvbl EOY$100AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$100AcctRcvblEOYFMVAmt
Total Assets BOY$474,245TotalAssetsBOYAmt
Total Assets EOY$605,455TotalAssetsEOYAmt
Total Assets EOYFMV$605,455TotalAssetsEOYFMVAmt
Accounts Payable BOY$800AccountsPayableBOYAmt
Accounts Payable EOY$800AccountsPayableEOYAmt
Total Liabilities BOY$800TotalLiabilitiesBOYAmt
Total Liabilities EOY$800TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$473,445NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$604,655NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$473,445TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$604,655TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$474,245TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$605,455TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$473,445TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$131,210ExcessRevenueOverExpensesAmt
Subtotal$604,655SubtotalAmt
Tot Net Ast Or Fund Balances EOY$604,655TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
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$484,784AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$484,784TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$484,784AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,272CashDeemedCharitableAmt
Net Vl Noncharitable Assets$477,512NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,876MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,876MinimumInvestmentReturnAmt
Distributable Before Adj$23,876DistributableBeforeAdjAmt
Distributable Before Ded$23,876DistributableBeforeDedAmt
Distributable As Adjusted$23,876DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$73,790ExpensesAndContributionsAmt
Qualifying Distributions$73,790QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,876DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$106,206ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$78,202ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$96,495ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,493ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,975ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$364,371TotalExcessDistributionCyovAmt
Qualifying Distributions$73,790QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,876AppliedToCurrentYearAmt
Remaining Distri From Corpus$49,914RemainingDistriFromCorpusAmt
Total Corpus$414,285TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$106,206ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$308,079ExcessDistriCyovToNextYrAmt
Excess From Year4$78,202ExcessFromYear4Amt
Excess From Year3$96,495ExcessFromYear3Amt
Excess From Year2$47,493ExcessFromYear2Amt
Excess From Year1$35,975ExcessFromYear1Amt
Excess From Current Year$49,914ExcessFromCurrentYearAmt

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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
The Indypendent
388 Atlantic Ave 2nd floorBrooklynNY11217N/ANCPublishing Grant$26,000
Center for Media and Democracy
520 University AvenueMadisonWI53703N/APCSupport for General Mission$1,000
ALDEA
2310 First StreetNapaCA94559N/APCSupport for General Mission$5,000
Mother Jones Foundation
PO Box 8540Big SandyTX75755N/APCSupport for general mission$1,000
Pro Publica
155 Avenue of the Americas 13th flNew YorkNY10013N/APCSupport for general mission$1,000
Environmental Defense Fund
1875 Connecticut Ave NW Suite 600WashingtonDC20009N/APCSupport for General Mission$3,500
Freedom from Religion Foundation
PO Box 750MadisonWI53701N/APCSupport for general mission$1,000
MAPS Public Beneift Corporation
3141 Stevens Creek Blvd 40547San JoseCA95117N/APCSupport for general mission$1,000
American Humanist Assoc
1821 Jefferson Place NWWashingtonDC20036N/APCSupport for general mission$1,000
Immigration Equality
40 Exchange Pl 1705New YorkNY10005N/APCSupport for general mission$2,000
New Mexico Immigrant Law Center
625 Silver Ave SWAlbuquerqueNM87102N/AEOFSupport for General Mission$2,000
Just the Pill
2038 Ford pkwy 444Saint PaulMN55116N/AEOFSupport for general mission$25,000
Congressional Dish
5753 Hwy 85 North 4576CrestviewFL32536N/ANCSupport for general mission$3,140
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,640TotalGrantOrContriPdDurYrAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax PrepCategoryTxt
Amt$900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$900DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Filing Fees$150$150
Promotional Expense$100$100

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.