RIFF FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RIFF FOUNDATION (EIN 81-5214407)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-21
IRS object ID
202102949349100805
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-21T12:42:47-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454060696PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CCA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12300 Contra Costa BlvdAddressLine1Txt
CityPleasant HillCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94523ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN815214407EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RIFF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRIFFBusinessNameControlTxt
Phone6175739061PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 961510AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02196ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPamela KohlbergPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6175739061PhoneNum
Signature2021-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPamelaPersonFirstNm
Person LastKohlbergPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCCA LLPPreparerPersonNm
PTINP00587987PTIN
Phone9256852911PhoneNum
Preparation2021-10-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,803,253FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,410,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,409InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,409InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$209,865DividendsRevAndExpnssAmt
Dividends Net Invst Incm$198,607DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$56,698NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,117,956GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,572,576TotalRevAndExpnssAmt
Total Net Invst Incm$208,016TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,635AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,849AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$264,152OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$153,293OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$75,138OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$3,600OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$2,310OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,129OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,794OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$311,516TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$161,936TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$77,448TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,240,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,240,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,551,516TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$161,936TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,317,448TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,021,060ExcessRevenueOverExpensesAmt
Net Investment Income$46,080NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,373CashBOYAmt
Cash EOY$51,944CashEOYAmt
Cash EOYFMV$51,944CashEOYFMVAmt
Prepaid Expenses EOY$4,796PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,796PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$9,163,001USGovernmentObligationsBOYAmt
US Government Obligations EOY$9,948,927USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$9,948,927USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,650,910CorporateStockBOYAmt
Corporate Stock EOY$6,980,967CorporateStockEOYAmt
Corporate Stock EOYFMV$6,980,967CorporateStockEOYFMVAmt
Corporate Bonds BOY$500,000CorporateBondsBOYAmt
Corporate Bonds EOY$456,200CorporateBondsEOYAmt
Corporate Bonds EOYFMV$456,200CorporateBondsEOYFMVAmt
Other Investments BOY$9,222,525OtherInvestmentsBOYAmt
Other Investments EOY$7,350,195OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,350,195OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$10,224OtherAssetsEOYAmt
Other Assets EOYFMV$10,224OtherAssetsEOYFMVAmt
Total Assets BOY$21,552,809TotalAssetsBOYAmt
Total Assets EOY$24,803,253TotalAssetsEOYAmt
Total Assets EOYFMV$24,803,253TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,740AccountsPayableBOYAmt
Accounts Payable EOY$9,979AccountsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$17,100OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,740TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,079TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,551,069NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,776,174NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$14,000,000DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$14,000,000DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$21,551,069TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,776,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,552,809TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,803,253TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,551,069TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,021,060ExcessRevenueOverExpensesAmt
Other Increases$1,204,045OtherIncreasesAmt
Subtotal$24,776,174SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,776,174TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
APPLE INC2019-12-032020-01-15$11,631$9,557$2,074$2,074
APPLE INC2019-12-032020-02-28$5,615$5,424$191$191
APPLE INC2019-12-032020-03-11$35,376$33,063$2,313$2,313
AUTO DATA PROCESSING2020-01-292020-03-06$11,358$12,515-$1,157-$1,157
BROOKFIELD RENEWABLE C F CLASS A2020-07-302020-07-30$22$22$0$0
BROOKFIELD RENEWABLE C F CLASS A2020-07-302020-12-14$26$15$11$11
BROOKFIELD RENEWABLE LP2019-12-032020-12-14$21$16$5$5
COSTCO WHOLESALE CO2019-12-032020-03-11$14,295$14,136$159$159
COSTCO WHOLESALE CO2020-01-292020-03-11$12,210$12,717-$507-$507
ESSILORLUXOTTICA2020-01-292020-03-18$2,288$3,252-$964-$964
ESSILORLUXOTTICA2019-06-172020-03-18$5,374$6,054-$680-$680
ESSILORLUXOTTICA2019-12-032020-03-18$34,107$48,333-$14,226-$14,226
FARM CREDIT SYST2019-10-172020-01-22$500,000$500,000$0$0
FARM CREDIT SYST2019-10-172020-01-24$500,000$499,600$400$400
FARM CREDIT SYST2019-10-172020-01-24$500,000$499,600$400$400
FARM CREDIT SYST2020-03-122020-06-10$75,000$75,014-$14-$14
FARM CREDIT SYST2020-03-122020-06-10$500,000$500,093-$93-$93
FEDERAL FARM CR2020-03-122020-08-14$25,000$25,053-$53-$53
FREDDIE MAC2020-04-012020-06-10$100,000$99,995$5$5
FREDDIE MAC2019-10-172020-05-01$500,000$500,000$0$0
HANNON ARMSTRONG SUS REIT2019-12-032020-12-24$12,572$5,583$6,989$6,989
IBM CORP2020-10-062020-11-23$9,096$9,403-$307-$307
IBM CORP2019-12-032020-11-23$16,996$18,743-$1,747-$1,747
IBM CORP2020-01-292020-11-23$73,728$84,945-$11,217-$11,217
IDEXX LABS INC2019-06-172020-03-11$8,657$9,457-$800-$800
IDEXX LABS INC2020-01-292020-03-11$23,003$26,123-$3,120-$3,120
MICROSOFT CORP2020-01-292020-03-06$11,475$12,107-$632-$632
RESOLUTION FUND2019-10-172020-07-15$25,000$25,000$0$0
SONOVA HOLDING AG ORD F2020-01-292020-06-18$99$99$0$0
STANLEY BLACK & DECK2020-01-292020-04-27$48,213$69,623-$21,410-$21,410
STANLEY BLACK & DECK2019-06-172020-04-27$10,234$12,723-$2,489-$2,489
STANLEY BLACK & DECK2019-12-032020-04-27$10,234$13,590-$3,356-$3,356
TJX COMPANIES INC2020-01-292020-03-11$16,431$18,095-$1,664-$1,664
TJX COMPANIES INC2019-12-032020-03-11$3,565$3,810-$245-$245
TJX COMPANIES INC2019-12-032020-04-01$15,696$20,894-$5,198-$5,198
Capital Gains Dividends$634$634$634P
FieldValueIRS element (for citing)
Capital Gain Net Income-$56,698CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$641InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$641SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$641TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,799EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,799TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,158OverpaymentAmt
Applied To ES Tax$4,158AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresshttps://radicalimaginationfoundation.org/WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175739061PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 961510AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02196ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Samuel Vinal
6 Beacon Street Ste 920BostonMA02108President1.00$0$0$0
Pamela Kohlberg
6 Beacon Street Ste 920BostonMA02108Treasurer1.00$0$0$0
Nancy Vinal
6 Beacon Street Ste 920BostonMA02108Secretary1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonLuke NewtonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 101AddressLine1Txt
CityOrcasCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98280ZIPCd
FieldValueIRS element (for citing)
Service TypeProgram ConsultantServiceTypeTxt
Compensation$88,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,292,661AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$112,021AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,404,682TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,404,682AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$306,070CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,098,612NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,004,931MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,004,931MinimumInvestmentReturnAmt
Tax Based On Investment Income$641TaxBasedOnInvestmentIncomeAmt
Total Tax$641TotalTaxAmt
Distributable Before Adj$1,004,290DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,004,290DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,004,290DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,317,448ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,317,448QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,317,448AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,004,290DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,310ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$243,299ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,138,964ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,383,573TotalExcessDistributionCyovAmt
Qualifying Distributions$4,317,448QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,004,290AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,313,158RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,696,731TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,696,731ExcessDistriCyovToNextYrAmt
Excess From Year3$1,310ExcessFromYear3Amt
Excess From Year2$243,299ExcessFromYear2Amt
Excess From Year1$1,138,964ExcessFromYear1Amt
Excess From Current Year$3,313,158ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Affect Real Change
PO Box 7841OaklandCA94601NonePCGeneral support$70,000
African Communities Together
127 West 127th Street Suite 221New YorkNY10027NonePCGeneral support$10,000
Alliance for Global Justice
225 E 26th St Ste 1TucsonAZ85713NonePCGeneral support$10,000
Alliance for Global Justice
M4BLF c/o AFGJ 225 E 26th St SuiteTucsonAZ85713NonePCGeneral support$100,0001
Black Swan Academy
104 Michigan Ave NE C23WashingtonDC20017NonePCGeneral support$10,000
Centro de Trabajadores Unidos En Lucha
3715 Chicago AveMinneapolisMN55407NonePCGeneral support$100,000
Coalition to Stop Violence Against Native
4600 Montgomery Blvd NE Suite 202 BAlbuquerqueNM87109NonePCGeneral support$75,000
Community Initiatives
1000 Broadway Suite 480OaklandCA94607NonePCGeneral support$50,000
Community Initiatives
1000 Broadway Suite 480OaklandCA94607NonePCGeneral support$100,000
Council on American Islamic Relations MN
2511 E Franklin AveMinneapolisMN55406NonePCGeneral support$100,000
Demos
80 Broad St 4th FloorNew YorkNY10004NonePCGeneral support$100,000
DRUM (Desis Rising Up and Moving)
72-18 Roosevelt AveJackson HeightsNY11372NonePCGeneral support$100,000
Equality Arizona
7163 E Nora StreetMesaAZ85207NonePCGeneral support$20,000
Essie Justice Group
1700 Broadway 200OaklandCA94612NonePCGeneral support$100,000
Families & Friends of Louisiana Incarcera
3715 Jena StreetNew OrleansLA70125NonePCGeneral support$10,000
Farmworker Association of Florida
1264 Apopka BlvdApopkaFL32703NonePCGeneral support$85,000
Florida Immigrant Coalition
2800 Biscayne Blvd Suite 200MiamiFL33137NonePCGeneral support$100,000
Georgia Latino Alliance for Human Rights
7 Dunwoody Park Suite 110AtlantaGA30338NonePCGeneral support$100,000
Grassroots Global Justice
2000 14th St NW Ste 104 73768WashingtonDC20056NonePCGeneral support$100,000
Grassroots International
179 Boylston St 4th FloorBostonMA02130NonePCGeneral support$250,000
HEART Women & Girls
3473 S Martin Luther King Dr 192ChicagoIL60616NonePCGeneral support$50,000
Highlander Research and Education Center
1959 Highlander WayNew MarketTN37820NonePCGeneral support$100,000
Indigenous Environmental Network
PO Box 485BemidjiMN56619NonePCGeneral support$100,000
Indigenous Rights Center
1421 Central Ave NEAlbuquerqueNM87106NonePCGeneral support$10,000
Initiate Justice
1035 S Grand Ave Suite 300Los AngelesCA90015NonePCGeneral support$20,000
Initiate Justice
1035 S Grand Ave Suite 300Los AngelesCA90015NonePCGeneral support$75,000
Inquiring Systems Inc
101 Brookwood Ave 204Santa RosaCA95404NonePCGeneral support$50,000
Juntos
600 Washington Ave Suite 18UAPhiladelphiaPA19146NonePCGeneral support$70,000
Mecalfe Park Community Bridges
3624 W North Ave 2nd FloorMilwaukeeWI53208NonePCGeneral support$10,000
Men & Women in Prison Ministries
2231 Downing AveWestchesterIL60154NonePCGeneral support$10,000
Mexican American Legal Defense Fund
634 S Spring St 11th FloorLos AngelesCA90014NonePCGeneral support$75,000
Migrant Justice
179 S Winooski Ave Unit 202BurlingtonVT05401NonePCGeneral support$20,000
Mijente Support Committee
734 W Polk StreetPhoenixAZ85007NonePCGeneral support$100,000
Mujeres Unidas y Activas
c/o Layla Cooper 569 Spruce StreetOaklandCA94606NonePCGeneral support$100,000
National Korean American Service and Educ
PO Box 19603CHICAGOIL60619NonePCGeneral support$75,000
Native Movement
PO Box 83467FairbanksAK99708NonePCGeneral support$75,000
NDN Collective
317 Main StreetRapid CitySD57701NonePCGeneral support$100,000
NDN Collective
317 Main StreetRapid CitySD57701NonePCGeneral support$10,000
NEO Philanthropy
45 W 36th St 6th FloorNew YorkNY10018NonePCGeneral support$100,000
NEO Philanthropy
45 W 36th Street 6th FloorNew YorkNY10018NonePCGeneral support$50,000
New Orleans Workers Center for Racial Jus
217 N Prieur StreetNew OrleansLA70119NonePCGeneral support$85,000
Poder in Action
5877 W Indian School RdPhoenixAZ85031NonePCGeneral support$20,000
Rethink New Orleans
705 Flood StreetNew OrleansLA70017NonePCGeneral support$100,000
Rethink New Orleans
705 Flood StreetNew OrleansLA70017NonePCGeneral support$10,000
Right to the City
388 Atlantic Ave 3rd FlBrooklynNY11217NonePCGeneral support$70,000
Rural Utah Project Education Fund
323 S 600 E Suite 130Salt Lake CityUT84102NonePCGeneral support$10,000
SOUL Sisters Leadership Collective
1951 NW 7th Ave 600MiamiFL33136NonePCGeneral support$20,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302NonePCGeneral support$75,000
Southeastern Transgender Center
1246 Lake Taylor DrNorfolkVA23502NonePCGeneral support$50,000
Southerners on New Ground
PO Box 11250AtlantaGA30310NonePCGeneral support$100,000
St James Infirmary
730 Polk St 4th FloorSan FranciscoCA94109NonePCGeneral support$100,000
Tewa Women United
PO Box 397Santa CruzNM87567NonePCGeneral support$75,000
Thousand Currents
330 Broadway Suite 301OaklandCA94612NonePCGeneral support$250,000
Tides Center
1201 MLK Suite 200OaklandCA94612NonePCGeneral support$70,000
Trans United Inc
8246 2nd Ave SBirminghamAL35206NonePCGeneral support$75,000
Transgender Law Center
PO Box 70976OaklandCA94612NonePCGeneral support$100,000
Ubuntu Village
430 N Galvez StNew OrleansLA70119NonePCGeneral support$20,000
United Workers
PO Box 41547BaltimoreMD21203NonePCGeneral support$50,000
Voces de la Frontera
1027 South 5th StreetMilwaukeeWI53204NonePCGeneral support$100,000
Youth United For Change
1910 N Front StreetPhiladelphiaPA19122NonePCGeneral support$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,240,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,409ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$209,865ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$56,698ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$162,576ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$162,576TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Pamela Kohlberg
16 Beacon Street Ste 920BostonMA02108$2,200,000Yes (X)
Nan Vinal
26 Beacon Street Ste 920BostonMA02108$1,110,000Yes (X)
Sam Vinal
36 Beacon Street Ste 920BostonMA02108$1,100,000Yes (X)
Jon Vinal
46 Beacon Street Ste 920BostonMA02108$2,000,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting & TaxesCategoryTxt
Amt$19,635Amt
Net Investment Income$4,849NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$456,200EOYBookValueAmt
EOYFMV$456,200EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPublicly Traded StockStockNm
EOY Book Value$6,980,967EOYBookValueAmt
EOYFMV$6,980,967EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$9,948,927USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$9,948,927USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Community Loan FundsFMV$1,824,338$1,824,338
CD & Money MarketFMV$5,525,857$5,525,857

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescAccrued Int/Div ReceivableDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$10,224EOYBookValueAmt
EOYFMV$10,224EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Telephone & Communications$2,404$0$0
Bank Charges$735$39$0
Licenses & Fees$135$0$0
Foreign Taxes$3,755$3,755$0
Deferred Tax Expense$17,100$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Gains and (Losses)Desc
Amt$1,204,045Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDeferred Tax LiabilityDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$17,100EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Program Consultant$88,000$4,785$56,825
Other Professional Services$11,644$0$2,313
Honoraria$16,000$0$16,000
Investment Management Fees$148,508$148,508$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Pamela Kohlberg
6 Beacon Street Ste 920BostonMA02108
Nan Vinal
6 Beacon Street Ste 920BostonMA02108
Sam Vinal
6 Beacon Street Ste 920BostonMA02108
Jon Vinal
6 Beacon Street Ste 920BostonMA02108

Comments

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