IF FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- IF FOUNDATION (EIN 53-0078064)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349103354
- Schema version
- 2021v4.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T10:53:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 GRAND CENTRAL AVE SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530078064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IFFO | BusinessNameControlTxt |
| Phone | 2029393390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 U STREET NW 4TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RIA PUGEDA | PersonNm |
| Person Title | INTERIM PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2029393390 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RIA | PersonFirstNm |
| Person Last | PUGEDA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA W GRAY | PreparerPersonNm |
| PTIN | P01237506 | PTIN |
| Phone | 4105840060 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,280,143 | 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 | $158,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $121,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,634,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,059,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,634,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,000 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,916,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,757,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $242,515 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,126 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $230,389 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $593,652 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $593,652 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $232,099 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,200 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $229,899 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,970 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,970 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $106,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,915 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $98,305 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $441,534 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $198,723 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $242,811 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $376,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376,398 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $69,138 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $69,138 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,379 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,379 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $515,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $515,216 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,589,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $595,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,991,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $884,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $884,422 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,473,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $595,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,876,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$557,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,162,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $198,135 | CashBOYAmt |
| Cash EOY | $422,733 | CashEOYAmt |
| Cash EOYFMV | $422,733 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $802,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $818,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $818,262 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $108,094 | AcctRcvblAmt |
| Acct Rcvbl BOY | $46,629 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $108,094 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $108,094 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $1,315 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $2,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $2,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $6,351 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,922 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,922 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,087,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,331,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,331,956 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,283,579 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,591,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,591,176 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,526,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,380,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,280,143 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $63,171 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $253,054 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $240,637 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $521,982 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $303,808 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $775,036 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,108,265 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,485,629 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $114,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $119,478 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,222,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,605,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,526,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,380,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,222,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$557,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,941,936 | OtherIncreasesAmt |
| Subtotal | $29,606,795 | SubtotalAmt |
| Other Decreases | $1,688 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,605,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $9,059,635 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,425,627 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,634,008 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,634,008 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,634,008 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,634,008 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,000 | 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 | $21,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,058 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CONSUMERHEALTHFDN.ORG | WebsiteAddressTxt |
| Individual With Books | TIFFANY FAULKNER | IndividualWithBooksNm |
| Phone | 2029393390 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 U STREET NW 4TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | 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 |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY CHUN-HOON | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DAVID ZUCKERMAN | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| ART STEVENS | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $0 | $0 | $0 |
| DARAKSHAN RAJA | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $0 | $0 | $0 |
| TONYA KINLOW | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $0 | $0 | $0 |
| YANIQUE REDWOOD | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | PRESIDENT & CEO | 1.00 | $205,515 | $31,144 | $0 |
| SILVIA SALAZAR | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 40.00 | $0 | $0 | $0 |
| AYDIN TUNCER | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $0 | $0 | $0 |
| ALAN WEIL | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $0 | $0 | $0 |
| TANYA EDELIN | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $0 | $0 | $0 |
| TONY BURNS | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $10,000 | $0 | $0 |
| YAZZMINE HOLLEY | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $10,000 | $0 | $0 |
| DILCIA MOLINA | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $10,000 | $0 | $0 |
| ROBERT WARREN | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $10,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HANH LE | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | VP OF STRATEGIC PART | 35.00 | $144,714 | $22,595 | $0 |
| TEMITUTU BENNETT | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | DIRECTOR OF POLICY A | 35.00 | $140,554 | $22,655 | $0 |
| EDNA PUGEDA | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | SR. PROGRAM OFFICER | 35.00 | $110,126 | $29,351 | $0 |
| NIVOSOA ROBJHON | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | TECHNOLOGY AND OPERA | 35.00 | $89,422 | $29,528 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBC WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $200,583 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,183,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,654,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,837,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,837,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $357,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,480,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,174,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,174,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,058 | TotalTaxAmt |
| Distributable Before Adj | $1,143,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,143,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,143,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,876,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,876,181 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,143,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,007,438 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $588,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $990,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $850,277 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,015,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,352,589 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,797,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,876,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,007,438 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,143,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $724,796 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,521,833 | 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 | $588,195 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,933,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $990,313 | ExcessFromYear4Amt |
| Excess From Year3 | $850,277 | ExcessFromYear3Amt |
| Excess From Year2 | $1,015,663 | ExcessFromYear2Amt |
| Excess From Year1 | $1,352,589 | ExcessFromYear1Amt |
| Excess From Current Year | $724,796 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDNA PUGEDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 U STREET NW 4TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2029393390 | RecipientPhoneNum |
| Recipient Email Address | RIA@CONSUMERHEALTHFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | VISIT WWW.CONSUMERHEALTHFDN.ORG FOR APPLICATION INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONPROFIT ORGANIZATIONS IN THE WASHINGTON DC METRO AREA UNDERTAKING ADVOCACY ON HEALTH JUSTICE AND ACCESS TO QUALITY HEALTHCARE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ASIANPACIFIC ISLANDER DOMESTIC VIOLENCE RESOURCE | |||||
| PO BOX 14268 | WASHINGTON | DC | 20044 | GENERAL SUPPORT | $20,000 |
| AMALGAMATED CHARITABLE FOUNDATION | |||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | HEALING JUSTICE | $50,000 |
| ANGELS OF HOPE MINISTRIES | |||||
| 2430 ELVANS ROAD SE UNIT 101 | WASHINGTON | DC | 20020 | GENERAL SUPPORT | $15,000 |
| ALPHA OMEGA KAPPA FRATERNITY INCORPORATED | |||||
| 10108 CASTILE ROAD UNIT A | HENRICO | VA | 23238 | CAPACITY BUILDING | $15,000 |
| BETHLEHEM BAPTIST CHURCH | |||||
| 7836 FORDSON ROAD | ALEXANDRIA | VA | 22306 | CAPACITY BUILDING | $10,000 |
| BLACK SWAN ACADEMY | |||||
| 5024 SECOND STREET NW SUITE 2 | WASHINGTON | DC | 20011 | GENERAL SUPPORT | $20,000 |
| BREAD FOR THE CITY | |||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | GENERAL SUPPORT | $15,000 |
| CASA OF MARYLAND | |||||
| 8151 15TH AVENUE | LANGLEY PARK | MD | 20783 | GENERAL SUPPORT | $20,000 |
| CENTREVILLE IMMIGRATION FORUM | |||||
| PO BOX 81 | CENTREVILLE | VA | 20122 | GENERAL SUPPORT | $20,000 |
| COLLECTIVE ACTION FOR SAFE SPACES | |||||
| 455 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20011 | CAPACITY BUILDING | $25,000 |
| COLLECTIVE ACTION FOR SAFE SPACES | |||||
| 455 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20011 | DC SURVIVOR SUPPORT | $15,000 |
| COLLECTIVE ACTION FOR SAFE SPACES | |||||
| 455 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20011 | GENERAL SUPPORT | $15,000 |
| COMMUNITY MINISTRY OF PRINCE GEORGES CO | |||||
| 6056 CENTRAL AVENUE | CAPITOL HEIGHTS | MD | 20743 | GENERAL SUPPORT | $20,000 |
| COMMUNITY WORKFORCE DEVELOPMENT | |||||
| 533 GRESHAM PLACE NW | WASHINGTON | DC | 20001 | GENERAL SUPPORT | $15,000 |
| DC JUSTICE LAB | |||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $15,000 |
| DEFENDING RIGHTS AND DISSENT INC | |||||
| 1325 G STREET NW WASHINGTON | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $20,000 |
| DREAMING OUT LOUD | |||||
| 80 M STREET SE | WASHINGTON | DC | 20004 | GENERAL SUPPORT | $15,000 |
| ELEVATEHER | |||||
| 14521 FARMCREST PLACE | SILVER SPRING | MD | 20905 | GENERAL SUPPORT | $20,000 |
| EMPOWER DC | |||||
| 1419 V STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $15,000 |
| EVERYONE HOME DC | |||||
| 415 2ND STREET NE | WASHINGTON | DC | 20002 | GENERAL SUPPORT | $15,000 |
| FOOD RESEARCH & ACTION CENTER | |||||
| 1200 18TH STREET NW SUITE 400 | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $20,000 |
| FOSTER & ADOPTIVE PARENT ADVOCACY | |||||
| 6200 SECOND STREET NW 3RD FLOOR | WASHINGTON | DC | 20011 | GENERAL SUPPORT | $15,000 |
| FREE MINDS BOOK CLUB & WRITING | |||||
| 1816 12TH STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $15,000 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||
| 1201 15TH STREET NW SUITE 420 | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $100,000 |
| HIPS | |||||
| 906 H STREET NE | WASHINGTON | DC | 20002 | GENERAL SUPPORT | $15,000 |
| IMPACT SILVER SPRING | |||||
| 8807 COLESVILLE ROAD LOWER LEVEL | SILVER SPRING | MD | 20910 | GENERAL SUPPORT | $20,000 |
| IMPACT SILVER SPRING | |||||
| 8807 COLESVILLE ROAD LOWER LEVEL | SILVER SPRING | MD | 20910 | RACIAL EQUITY & JUSTICE | $20,000 |
| INSTITUTE FOR PUBLIC HEALTH INNOVATION | |||||
| 1301 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $20,000 |
| LA CLINICA DEL PUEBLO INC | |||||
| 2831 15TH STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $20,000 |
| LEADERSHIP MONTGOMERY EDUCATIONAL FOUNDATION | |||||
| 6010 EXECUTIVE BOULEVARD SUITE 200 | ROCKVILLE | MD | 20852 | GENERAL SUPPORT | $5,800 |
| LEGAL AID JUSTICE CENTER | |||||
| 1000 PRESTON AVENUE SUITE A | CHARLOTTESVILLE | VA | 22903 | GENERAL SUPPORT | $20,000 |
| LIFE ASSET | |||||
| 2448A 18TH STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $15,000 |
| MANY LANGUAGES ONE VOICE | |||||
| 3166 MT PLEASANT ST NW | WASHINGTON | DC | 20010 | GENERAL SUPPORT | $15,000 |
| MARYLAND NONPROFITS | |||||
| 1500 UNION AVENUE SUITE 2500 | BALTIMORE | MD | 21211 | GENERAL SUPPORT | $20,000 |
| MOTHER'S OUTREACH NETWORK INC | |||||
| 612 G STREET SW | WASHINGTON | DC | 20024 | GENERAL SUPPORT | $10,000 |
| NATIONAL KOREAN AMERICAN SERVICES | |||||
| 4304 EVERGREEN LANE SUITE 104 | ANNANDALE | VA | 22003 | GENERAL SUPPORT | $20,000 |
| NORTHERN VIRGINIA FAMILY SERVICES | |||||
| 10455 WHITE GRANITE DRIVE | OAKTON | VA | 22124 | GENERAL SUPPORT | $20,000 |
| PRIMARY CARE COALITION OF MONTGOMERY COUNTY | |||||
| 8757 GEORGIA AVE | SILVER SPRING | MD | 20910 | GENERAL SUPPORT | $15,000 |
| PRINCE GEORGE'S CHILD RESOURCE | |||||
| 9475 LOTTSFORD ROAD SUITE 202 | LARGO | MD | 20774 | GENERAL SUPPORT | $20,000 |
| PROGRESSIVE MARYLAND EDUCATION FUND | |||||
| PO BOX 6988 | LARGO | MD | 20792 | GENERAL SUPPORT | $20,000 |
| REAL FOOD FOR KIDS | |||||
| 6166 HARDY DRIVE | MCLEAN | VA | 22010 | GENERAL SUPPORT | $15,000 |
| RESTAURANT OPPORTUNITIES CENTER OF WDC | |||||
| 1100 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $20,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | GENERAL SUPPORT | $20,000 |
| SOCIAL GOOD FUND | |||||
| PO BOX 5473 | RICHMOND | CA | 94805 | GENERAL SUPPORT | $15,000 |
| TENANT & WORKERS UNITED | |||||
| 3801 MT VERNON AVENUE SUITE 215 | ALEXANDRIA | VA | 22305 | GENERAL SUPPORT | $20,000 |
| THE PRAXIS PROJECT INC | |||||
| 1001 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $20,000 |
| TIDES FOUNDATION | |||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | CAPACITY BUILDING | $20,000 |
| TIDESSPACES | |||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $26,922 |
| TRABAJADORES UNIDOS DE WASHINGTON DC | |||||
| 1419 V ST NW STE 305 | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $20,000 |
| VIRGINA CIVIC ENGAGEMENT TABLE | |||||
| PO BOX 8586 | RICHMOND | VA | 23226 | ADVOCACY WORK | $20,000 |
| VIRIGINIA ORGANZING | |||||
| 703 CONCORD AVENUE | CHARLOTTESVILLE | VA | 22903 | GENERAL SUPPORT | $20,000 |
| VIRGINIA COALITION FOR IMMIGRANT | |||||
| PO BOX 8042 | ALEXANDRIA | VA | 22306 | GENERAL SUPPORT | $20,000 |
| VOICES FOR VIRGINIA'S CHILDREN | |||||
| 1606 SANTA ROSA ROAD 109 | HENRICO | VA | 23229 | GENERAL SUPPORT | $15,000 |
| WASHINGTON REGIONAL ASSOC OF GRANTMAKERS | |||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | PROJECT GRANT | $30,000 |
| WHO SPEAKS FOR ME | |||||
| 1925 BUNKER HILL ROAD NW | WASHINGTON | DC | 20018 | GENERAL SUPPORT | $15,000 |
| WOMEN'S EQUITY CENTER AND ACTION NETWORK | |||||
| 8145 N BALTIMORE AVENUE STE 200 | COLLEGE PARK | MD | 20740 | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,117,722 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE FOR SERVICE RESEARCH | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,000 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,634,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,757,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,757,837 | 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 |
|---|---|---|---|---|---|---|
| OPEN SOCIETY INSTITUTE | ||||||
| 1 | 1730 PENNSYLVANIA AVENUE NW 7TH FLO | WASHINGTON | DC | 20006 | $25,000 | Yes (X) |
| EUGENE AND AGNES E MEYER FOUNDATION | ||||||
| 2 | 1120 G STREET NW SUITE 600 | WASHINGTON | DC | 20005 | $25,000 | Yes (X) |
| AMALGAMATED FOUNDATION | ||||||
| 3 | 1825 K STREET NW | WASHINGTON | DC | 20006 | $50,000 | Yes (X) |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||
| 4 | 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $106,220 | Amt |
| Net Investment Income | $7,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $98,305 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISTRICT OF COLUMBIA DOES NOT REQUIRE A COPY OF THE FEDERAL TAX RETURN. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $12,929,299 | $12,929,299 |
| REAL ESTATE INVESTMENT TRUST | $402,657 | $402,657 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | FMV | $4,280,761 | $4,280,761 |
| PRIVATE EQUITIES | FMV | $11,310,415 | $11,310,415 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,970 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,970 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS: PRI - WACIF | Desc |
| BOY Book Value | $100,000 | BOYBookValueAmt |
| EOY Book Value | $100,000 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN INCOME TAX -INVESTMENT RELATED | Desc |
| Amt | $1,688 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE FUNCTIONS | $52,403 | $0 | $0 | $52,403 |
| COMMUNICATIONS | $46,285 | $0 | $0 | $46,285 |
| PARTNERSHIPS/MEMBERSHIPS | $239,065 | $0 | $0 | $239,065 |
| PROFESSIONAL DEVELOPMENT | $27,077 | $0 | $0 | $27,077 |
| MISCELLANEOUS EXPENSES | $150,386 | $0 | $0 | $150,386 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE FOR SERVICE RESEARCH | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENT GAIN/ (LOSS) | $1,937,751 |
| FOREIGN INCOME TAX REFUND | $4,185 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $240,637 | $509,801 |
| PAYROLL LIABILITIES | $0 | $12,181 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $441,534 | Amt |
| Net Investment Income | $198,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $242,811 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $376,398 | Amt |
| Net Investment Income | $376,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments