ARCA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARCA FOUNDATION (EIN 13-2751798)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202103069349100305
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T08:22:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132751798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Arca Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCA | BusinessNameControlTxt |
| Phone | 2028229193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 19th Street NW Ste 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anna Lefer Kuhn | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2028229193 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Anna | PersonFirstNm |
| Person Last | Lefer Kuhn | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jie Chen CPA | PreparerPersonNm |
| PTIN | P01049760 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2021-11-02 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,502,305 | 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 | $27,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $803,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $806,176 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $41,800 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $41,800 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $41,800 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,589,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,548,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,578,506 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,375 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,664 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,467,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,424,818 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $331,163 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $326,163 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,348 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $106,872 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $33,537 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,013 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $62,366 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $219,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,652 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,906 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $128,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $56,780 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $24,752 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $47,349 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,675 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $22,939 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,698 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,698 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,071 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,071 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $98,865 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,094,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $235,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $719,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,977,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,197,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,072,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $235,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,916,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,604,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,189,739 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,878 | CashBOYAmt |
| Cash EOY | $67,708 | CashEOYAmt |
| Cash EOYFMV | $67,708 | CashEOYFMVAmt |
| Acct Rcvbl | $63,317 | AcctRcvblAmt |
| Acct Rcvbl BOY | $53,729 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $63,317 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $63,317 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $27,500 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $40,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $27,500 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $27,500 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $11,074 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,614 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,614 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,335,549 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,619,452 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,619,452 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,745,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,706,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,706,519 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,899,287 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,489,725 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,489,725 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $1,286,821 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $26,235,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,635,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,894,071 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,324,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,094,586 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,230,041 | LandEOYAmt |
| Land EOYFMV | $2,574,367 | LandEOYFMVAmt |
| Other Assets BOY | $19,924 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,032 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,032 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $53,646,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,899,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,502,305 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $68,933 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,716 | AccountsPayableEOYAmt |
| Grants Payable BOY | $245,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $72,101 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $156,258 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $386,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $224,974 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $53,260,413 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,674,401 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,260,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,674,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,646,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,899,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,260,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,604,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,018,894 | OtherIncreasesAmt |
| Subtotal | $55,674,401 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,674,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly traded securities | P | $22,544,649 | $19,969,826 | $2,574,823 | $2,574,823 |
| Merger payout | P | $3,320 | $3,320 | $3,320 | |
| Class action settlements | P | $363 | $363 | $363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,578,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,022 | 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 | $85,022 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,685 | OverpaymentAmt |
| Applied To ES Tax | $40,685 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.arcafoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028229193 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 19th Street NW Ste 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Nancy Bagley | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Treasurer | 5.00 | $7,513 | $0 | $2,075 |
| Nicole Bagley | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Vice President | 30.00 | $22,766 | $1,131 | $28,844 |
| Margery Tabankin | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | President | 5.00 | $15,000 | $0 | $0 |
| Janet Shenk | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Board Member | 5.00 | $7,500 | $0 | $0 |
| Austin Thompson | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Board Member | 5.00 | $7,500 | $0 | $0 |
| Amaha Kassa | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Board Member | 5.00 | $7,500 | $0 | $0 |
| Joseph Eldridge | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Board Member | 5.00 | $7,500 | $0 | $0 |
| Mary E King | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Secretary | 5.00 | $7,500 | $0 | $0 |
| Mike Lux | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Board Member | 5.00 | $7,500 | $0 | $0 |
| Anna Lefer Kuhn | ||||||||
| 1308 19th Street NW | Washington | DC | 20036 | Executive Director | 40.00 | $172,943 | $8,600 | $27,291 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacie M Posey | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 19th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Grants Manager | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $86,556 | CompensationAmt |
| Employee Benefits | $4,313 | EmployeeBenefitsAmt |
| Expense Account | $6,340 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Veris Wealth Partners | |||||
| 17 State St Ste 2450 | New York | NY | 10004 | Investment management | $115,746 |
| Brown Advisory | |||||
| 901 S Bond Street Ste 400 | Baltimore | MD | 21231 | Investment management | $67,996 |
| Trister Ross Schadler & Gold PLLC | |||||
| 1666 Conn Ave NW 5th Flr | Washington | DC | 20009 | Legal fees | $61,765 |
| 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 | $50,085,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $432,183 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,592,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,592,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,833,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,491,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,491,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,337 | TotalTaxAmt |
| Distributable Before Adj | $2,447,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,447,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,447,326 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,916,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,916,633 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,916,633 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,447,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $701,018 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,017,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $527,709 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,045,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,306,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,598,213 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,916,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,447,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,469,307 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,067,520 | 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 | $701,018 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,366,502 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,017,577 | ExcessFromYear4Amt |
| Excess From Year3 | $527,709 | ExcessFromYear3Amt |
| Excess From Year2 | $1,045,672 | ExcessFromYear2Amt |
| Excess From Year1 | $2,306,237 | ExcessFromYear1Amt |
| Excess From Current Year | $2,469,307 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Executive Director | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 19th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2028229193 | RecipientPhoneNum |
| Form And Info And Materials | See "How to Apply" Information from Foundation's Website | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See "How to Apply" Information from Foundation's Website | SubmissionDeadlinesTxt |
| Restrictions On Awards | See "How to Apply" Information from Foundation's Website | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Alliance for a Just Society | |||||||
| 11 Dupont Circle NW Suite 500 | Washington | DC | 20036 | PC | to support We Are Down Home | $100,000 | |
| Center for International Policy Inc | |||||||
| 2000 M Street NW Suite 720 | Washington | DC | 20036 | PC | project support, peace and securitty | $100,000 | |
| Center for International Policy Inc | |||||||
| 2000 M Street NW Suite 720 | Washington | DC | 20036 | PC | project support, peace and securitty | $50,000 | |
| ColorOfChangeorg Education Fund Inc | |||||||
| 1714 Franklin Street Suite 100-136 | Oakland | CA | 94612 | PC | general support | $150,000 | |
| Friends of the Earth | |||||||
| 1101 15th Street NW 11th Floor | Washington | DC | 20005 | PC | general support | $50,000 | |
| Just Vision Inc | |||||||
| 1250 H Street NW Suite 300 | Washington | DC | 20005 | PC | general support | $50,000 | |
| NEO Philanthropy Inc | |||||||
| 45 W 36th Street 6th Floor | New York | NY | 10018 | PC | project support, youth organizing | $75,000 | |
| Public Accountability Initiative Inc | |||||||
| 89 Rhode Island Street | Buffalo | NY | 14213 | PC | general support | $75,000 | |
| Progress Michigan Education | |||||||
| 215 S Washington Square Suite 135 | Lansing | MI | 48933 | PC | to support We The People | $75,000 | |
| United for Respect Education Fund | |||||||
| 400 Jay Street 300 | Brooklyn | NY | 11201 | PC | general support | $150,000 | |
| Tides Foundation | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | to support Black Leaders Organizing Communities | $75,000 | |
| Tides Foundation | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | to support MH Action | $50,000 | |
| Fund for Constitutional Government | |||||||
| 122 Maryland Ave NE | Washington | DC | 20002 | PC | to support Peace and Security Funders Group | $5,000 | |
| National Committee for Responsive Philanthropy | |||||||
| 1900 L Street NW Suite 825 | Washington | DC | 20036 | PC | general support | $1,500 | |
| NEO Philanthropy Inc | |||||||
| 45 W 36th Street 6th Floor | New York | NY | 10018 | PC | to support Funders Committee for Civic Participation | $3,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank H Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | to support Funder for Justice | $5,000 | |
| Neighborhood Funders Group | |||||||
| 300 Frank H Ogawa Plaza Suite 700 | Oakland | CA | 94612 | PC | to support Funders for Just Economy | $20,000 | |
| Tides Foundation | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | to support Solidaire Fund | $35,000 | |
| Blueprint North Carolina | |||||||
| 3125 Poplarwood Ct 3rd Floor | Raleigh | NC | 27604 | PC | general support | $250,000 | |
| Citizen Action of Wisconsin Education Fund Inc | |||||||
| 221 S 2nd Street Suite 300 | Milwaukee | WI | 53204 | PC | general support | $75,000 | |
| Center for Popular Democracy Inc | |||||||
| 449 Troutman Street Suite A | Brooklyn | NY | 11237 | PC | general support | $75,000 | |
| New Florida Majority Education Fund Inc | |||||||
| 10800 Biscayne Blvd Suite 1050 | Miami | FL | 33161 | PC | general support | $300,000 | |
| Michigan United | |||||||
| 4405 Wesson Street | Detroit | MI | 48210 | PC | general support | $75,000 | |
| Mothering Justice | |||||||
| 17320 Livernois | Detroit | MI | 48221 | PC | general support | $75,000 | |
| State Voices | |||||||
| 1616 P Street NW | Washington | DC | 20036 | PC | to support Michigan Voice | $75,000 | |
| Voces De La Frontera | |||||||
| 1027 S 5th Street | Milwaukee | WI | 53204 | PC | general support | $50,000 | |
| Wisconsin Voices Inc | |||||||
| 633 S Hawley Rd | Milwaukee | WI | 53214 | PC | general support | $100,000 | |
| Win Without War Education Fund | |||||||
| 1 Thomas Circle NW 7th FL | Washington | DC | 20005 | PC | general support | $50,000 | |
| Alliance for Youth Organizing | |||||||
| 915 5th Street NW | Washington | DC | 20001 | PC | to support Leaders Igniting Transformation | $75,000 | |
| Congressional Progressive Caucus Center | |||||||
| 80 F Street NW | Washington | DC | 20001 | PC | project support, peace and securitty | $75,000 | |
| MoveOn Education Fund | |||||||
| PO Box 98203 | Washington | DC | 20090 | PC | project support, economic justice | $50,000 | |
| MoveOn Education Fund | |||||||
| PO Box 98203 | Washington | DC | 20090 | PC | general support | $25,000 | |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | to support Women Effect Fund | $100,000 | 300 |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | to support Demand Progress | $50,000 | 300 |
| Rockefeller Family Fund Inc | |||||||
| 475 Riverside Drive Suite 90 | New York | NY | 10115 | PC | to support Democracy and Power Innovation Fund | $75,000 | |
| United We Dream Network Inc | |||||||
| 1900 L Street NW Suite 900 | Washington | DC | 20036 | PC | general support | $75,000 | |
| Windward Fund | |||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | to support Heartland Fund | $50,000 | 300 |
| Action Center on Race and the Economy Institute | |||||||
| 1901 West Carroll Avenue | Chicago | IL | 60612 | PC | general support | $100,000 | |
| Alliance for Global Justice | |||||||
| 225 E 26th Street Suite 1 | Tucson | AZ | 85713 | PC | to support The Movement for Black Lives | $75,000 | |
| The Partnership for Working Families | |||||||
| 1305 Franklin Street Suite 501 | Oakland | CA | 94612 | PC | project support, economic justice | $200,000 | |
| State Voices | |||||||
| 1616 P Street NW 220 | Washington | DC | 20036 | PC | general support | $410,000 | |
| Here Education and Support Fund | |||||||
| 275 7th Avenue | New York | NY | 10001 | PC | general support | $25,000 | |
| State Voices | |||||||
| 1616 P Street NW 220 | Washington | DC | 20036 | PC | general support | $100,000 | |
| Center for Economic and Policy Research | |||||||
| 1611 Connecticut Avenue NW 400 | Washington | DC | 20009 | PC | project support, economic justice | $25,000 | |
| Earth Island Institute Inc | |||||||
| 2150 Allston Way Suite 460 | Berkeley | CA | 97404 | PC | to support Plastic Pollution Coalition | $3,000 | |
| Georgetown University | |||||||
| 37th and O Streets NW | Washington | DC | 20057 | PC | project support, economic justice | $5,000 | |
| Honor the Earth | |||||||
| PO Box 63 | Callaway | MN | 56521 | PC | project support, environmental justice | $5,000 | |
| MN350 | |||||||
| 4407 East Lake Street | Minneapolic | MN | 55406 | PC | project support, environmental justice | $5,000 | |
| North Carolina Black Alliance | |||||||
| PO Box 27886 | Raleigh | NC | 27611 | PC | general support | $5,000 | |
| The New York Immigration Coalition Inc | |||||||
| 131 W 33rd Street 610 | New York | NY | 10001 | PC | general support | $5,000 | |
| Oil & Gas Action Network | |||||||
| 2201 Broadway Suite 580 | Oakland | CA | 95612 | PC | project support, environmental justice | $5,000 | |
| United for Respect Education Fund | |||||||
| 400 Jay Street 300 | Brooklyn | NY | 11201 | PC | project support, economic justice | $5,000 | |
| The Watershed Center Inc | |||||||
| 44 Kaye Road | Millerton | NY | 12546 | PC | project support, racial justice | $5,000 | |
| Amalgamated Charitable Foundation | |||||||
| 1825 K Street NW | Washington | DC | 20006 | PC | to support Just Future Fund | $230,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,977,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $803,222 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $41,800 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,589,695 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,440,092 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,440,092 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brett D Bagley | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5720 Frederica Road | AddressLine1Txt |
| City | St Simons Island | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $27,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $33,240 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,240 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 2001 Bldg Improvements | 1997-12-30 | $415,156 | $191,611 | SL | 39.000000000000 | $10,645 | $0 |
| Starvopoulos | 1998-02-27 | $54,236 | $24,916 | SL | 39.000000000000 | $1,391 | $0 |
| Starvopoulos | 1998-04-29 | $132,702 | $60,397 | SL | 39.000000000000 | $3,403 | $0 |
| Starvopoulos | 1998-06-14 | $175,557 | $79,150 | SL | 39.000000000000 | $4,501 | $0 |
| Starvopoulos | 1998-07-14 | $82,002 | $36,796 | SL | 39.000000000000 | $2,103 | $0 |
| N gen (wiring) | 1998-07-14 | $11,408 | $5,119 | SL | 39.000000000000 | $293 | $0 |
| Starvopoulos | 1998-08-14 | $130,636 | $58,340 | SL | 39.000000000000 | $3,350 | $0 |
| Starvopoulos | 1998-09-17 | $142,527 | $63,346 | SL | 39.000000000000 | $3,655 | $0 |
| Kemco | 1998-09-14 | $3,963 | $1,762 | SL | 39.000000000000 | $102 | $0 |
| Starvopoulos | 1998-11-14 | $55,087 | $24,248 | SL | 39.000000000000 | $1,412 | $0 |
| Starvopoulos | 1998-12-30 | $31,506 | $13,801 | SL | 39.000000000000 | $808 | $0 |
| Kennedy Home Improve | 2003-10-14 | $12,750 | $3,999 | SL | 39.000000000000 | $327 | $0 |
| ADR Design | 2008-04-03 | $26,893 | $4,867 | SL | 39.000000000000 | $690 | $0 |
| Land | 2001-01-30 | $218,750 | L | 39.000000000000 | $0 | $0 | |
| Building | 2001-01-30 | $656,250 | $318,309 | SL | 39.000000000000 | $16,827 | $0 |
| Virginia Schofield Painting | 1992-11-18 | $1,300 | $1,300 | SL | 7.000000000000 | $0 | $0 |
| Office Equipment | 1992-12-30 | $515 | $515 | SL | 7.000000000000 | $0 | $0 |
| Glass Top Coffee Table | 1993-03-26 | $1,100 | $1,100 | SL | 7.000000000000 | $0 | $0 |
| J. Shenk (Leather Couch) | 1993-07-17 | $1,189 | $1,189 | SL | 7.000000000000 | $0 | $0 |
| Digital Recorder | 2000-04-14 | $2,125 | $2,125 | SL | 5.000000000000 | $0 | $0 |
| Screen, Projector | 1998-04-14 | $9,165 | $9,165 | SL | 5.000000000000 | $0 | $0 |
| Telephones (n gen) | 1998-09-14 | $6,227 | $6,227 | SL | 7.000000000000 | $0 | $0 |
| TV for Security | 1998-09-14 | $1,255 | $1,255 | SL | 7.000000000000 | $0 | $0 |
| Conference Table | 1998-09-26 | $11,946 | $11,946 | SL | 7.000000000000 | $0 | $0 |
| Waveworks Highback Organizer | 1998-10-21 | $715 | $715 | SL | 5.000000000000 | $0 | $0 |
| Escalade Table Desk | 1998-10-30 | $991 | $991 | SL | 7.000000000000 | $0 | $0 |
| Escalade Free Standing Storage Credenza | 1998-10-30 | $1,255 | $1,255 | SL | 7.000000000000 | $0 | $0 |
| High Back Wood Base Chair | 1998-10-30 | $519 | $519 | SL | 7.000000000000 | $0 | $0 |
| 42" Round Table Auturm | 1998-10-30 | $610 | $610 | SL | 7.000000000000 | $0 | $0 |
| Escalade 36 x 72 Bookcase | 1998-10-30 | $945 | $945 | SL | 7.000000000000 | $0 | $0 |
| 14 High Back Wood Base Chairs | 1998-10-30 | $13,391 | $13,391 | SL | 7.000000000000 | $0 | $0 |
| Escalade Single Ped Desk Left Arc Top | 1998-10-30 | $1,272 | $1,272 | SL | 7.000000000000 | $0 | $0 |
| Escalade 22x72 Right File/File Ped Credenza | 1998-10-30 | $921 | $921 | SL | 7.000000000000 | $0 | $0 |
| 2 Escalada 36x72 Bookcase/Storage | 1998-10-30 | $1,890 | $1,890 | SL | 7.000000000000 | $0 | $0 |
| Left Pedestal Desk | 1998-10-30 | $1,510 | $1,510 | SL | 7.000000000000 | $0 | $0 |
| Escalade Right Return Reception | 1998-10-30 | $1,005 | $1,005 | SL | 7.000000000000 | $0 | $0 |
| High Back Wood Base Chair | 1998-10-30 | $519 | $519 | SL | 7.000000000000 | $0 | $0 |
| Jefferson Series Credenza | 1998-11-14 | $1,190 | $1,190 | SL | 7.000000000000 | $0 | $0 |
| Hecht Co. (Oriental Rug) | 1998-12-04 | $752 | $752 | SL | 7.000000000000 | $0 | $0 |
| Onkyo TX-SR600 Audio Video | 1998-12-11 | $560 | $560 | SL | 5.000000000000 | $0 | $0 |
| Foliographics | 2000-02-14 | $572 | $572 | SL | 5.000000000000 | $0 | $0 |
| Pictures & Rugs | 2001-04-14 | $4,083 | $4,083 | SL | 7.000000000000 | $0 | $0 |
| Perisan Rug for conference room | 2004-07-14 | $12,785 | $12,785 | SL | 7.000000000000 | $0 | $0 |
| 2 iMacs & software | 2004-08-14 | $3,951 | $3,951 | SL | 5.000000000000 | $0 | $0 |
| Server Hardware/software and installation | 2004-11-14 | $15,192 | $15,192 | SL | 5.000000000000 | $0 | $0 |
| Base Grant Process Software (Npower) | 2005-10-14 | $20,000 | $20,000 | SL | 3.000000000000 | $0 | $0 |
| Kastle Systems LLC | 2017-12-01 | $28,573 | $11,926 | SL | 5.000000000000 | $5,715 | $0 |
| Otis Elevator (installment of card reader) | 2017-06-21 | $1,968 | $820 | SL | 5.000000000000 | $394 | $0 |
| Studi D Construction | 2017-12-01 | $3,500 | $1,400 | SL | 5.000000000000 | $700 | $0 |
| House of Doors | 2018-09-28 | $2,788 | $426 | SL | 10.000000000000 | $279 | $0 |
| All Seasons - Light installation, exterior doors | 2018-10-24 | $1,875 | $70 | SL | 10.000000000000 | $188 | $0 |
| Rebecca Freedman consulting fees to redesign website | 2011-11-11 | $4,000 | $4,000 | SL | 3.000000000000 | $0 | $0 |
| Friendly Design Company (site design/development) | 2011-12-21 | $6,525 | $6,525 | SL | 3.000000000000 | $0 | $0 |
| Friendly Design Company (site design/development) | 2016-04-19 | $6,525 | $6,525 | SL | 3.000000000000 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Controlled Entity | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part VII-A, Line 11 | FormAndLineReferenceDesc |
| Medium Explanation | Arca's ownership of the Biome Ventures Holding LLC is not an excess business holding because the LLC is not a "business enterprise" under the definitions for the application of the excess business tax rules. See 26 CFR 53.4943-1; 26 CFR 53.4943-10. The term "business enterprise" does not include a trade or business at least 95% of the gross income of which is derived from passive sources. 26 CFR 53.4943-10(c). Thus, stock in or ownership of a passive holding company such as Biome is not considered a holding in a business enterprise even if the company is controlled by the foundation. See PLR XXX-XX-XXXX. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $4,489,725 | EOYBookValueAmt |
| EOYFMV | $4,489,725 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common Stock | StockNm |
| EOY Book Value | $20,706,519 | EOYBookValueAmt |
| EOYFMV | $20,706,519 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,619,452 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,619,452 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mutual funds - other | FMV | $4,409,731 | $4,409,731 |
| Cash equivalents | FMV | $469,796 | $469,797 |
| Mutual funds - fixed | FMV | $11,150,028 | $11,150,028 |
| Private equity funds | FMV | $5,274,692 | $4,533,295 |
| Asset-backed securities | FMV | $2,331,220 | $2,331,220 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (54 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2001 Bldg Improvements | $415,156 | $202,256 | $212,900 |
| Starvopoulos | $54,236 | $26,307 | $27,929 |
| Starvopoulos | $132,702 | $63,800 | $68,902 |
| Starvopoulos | $175,557 | $83,651 | $91,906 |
| Starvopoulos | $82,002 | $38,899 | $43,103 |
| N gen (wiring) | $11,408 | $5,412 | $5,996 |
| Starvopoulos | $130,636 | $61,690 | $68,946 |
| Starvopoulos | $142,527 | $67,001 | $75,526 |
| Kemco | $3,963 | $1,864 | $2,099 |
| Starvopoulos | $55,087 | $25,660 | $29,427 |
| Starvopoulos | $31,506 | $14,609 | $16,897 |
| Kennedy Home Improve | $12,750 | $4,326 | $8,424 |
| ADR Design | $26,893 | $5,557 | $21,336 |
| Land | $218,750 | $0 | $218,750 |
| Building | $656,250 | $335,136 | $321,114 |
| Virginia Schofield Painting | $1,300 | $1,300 | $0 |
| Office Equipment | $515 | $515 | $0 |
| Glass Top Coffee Table | $1,100 | $1,100 | $0 |
| J. Shenk (Leather Couch) | $1,189 | $1,189 | $0 |
| Digital Recorder | $2,125 | $2,125 | $0 |
| Screen, Projector | $9,165 | $9,165 | $0 |
| Telephones (n gen) | $6,227 | $6,227 | $0 |
| TV for Security | $1,255 | $1,255 | $0 |
| Conference Table | $11,946 | $11,946 | $0 |
| Waveworks Highback Organizer | $715 | $715 | $0 |
| Escalade Table Desk | $991 | $991 | $0 |
| Escalade Free Standing Storage Credenza | $1,255 | $1,255 | $0 |
| High Back Wood Base Chair | $519 | $519 | $0 |
| 42" Round Table Auturm | $610 | $610 | $0 |
| Escalade 36 x 72 Bookcase | $945 | $945 | $0 |
| 14 High Back Wood Base Chairs | $13,391 | $13,391 | $0 |
| Escalade Single Ped Desk Left Arc Top | $1,272 | $1,272 | $0 |
| Escalade 22x72 Right File/File Ped Credenza | $921 | $921 | $0 |
| 2 Escalada 36x72 Bookcase/Storage | $1,890 | $1,890 | $0 |
| Left Pedestal Desk | $1,510 | $1,510 | $0 |
| Escalade Right Return Reception | $1,005 | $1,005 | $0 |
| High Back Wood Base Chair | $519 | $519 | $0 |
| Jefferson Series Credenza | $1,190 | $1,190 | $0 |
| Hecht Co. (Oriental Rug) | $752 | $752 | $0 |
| Onkyo TX-SR600 Audio Video | $560 | $560 | $0 |
| Foliographics | $572 | $572 | $0 |
| Pictures & Rugs | $4,083 | $4,083 | $0 |
| Perisan Rug for conference room | $12,785 | $12,785 | $0 |
| 2 iMacs & software | $3,951 | $3,951 | $0 |
| Server Hardware/software and installation | $15,192 | $15,192 | $0 |
| Base Grant Process Software (Npower) | $20,000 | $20,000 | $0 |
| Kastle Systems LLC | $28,573 | $17,641 | $10,932 |
| Otis Elevator (installment of card reader) | $1,968 | $1,214 | $754 |
| Studi D Construction | $3,500 | $2,100 | $1,400 |
| House of Doors | $2,788 | $705 | $2,083 |
| All Seasons - Light installation, exterior doors | $1,875 | $258 | $1,617 |
| Rebecca Freedman consulting fees to redesign website | $4,000 | $4,000 | $0 |
| Friendly Design Company (site design/development) | $6,525 | $6,525 | $0 |
| Friendly Design Company (site design/development) | $6,525 | $6,525 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $29,220 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $62,366 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Federal excise tax refund receivable | $10,206 | $45,642 | $45,642 |
| Investments pending settlement | $9,718 | $3,390 | $3,390 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Repairs and maintenance | $19,225 | $0 | $19,225 |
| Miscellaneous | $53,151 | $0 | $46,941 |
| Furniture and equip. rental | $4,971 | $0 | $4,971 |
| Office supplies | $785 | $0 | $785 |
| Telephone | $7,180 | $0 | $7,180 |
| Insurance | $19,763 | $0 | $19,763 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Partnership ordinary income/loss | $5,375 | -$1,088 | $5,375 |
| Sec. 988 gain | $0 | -$576 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain | Desc |
| Amt | $4,018,894 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Tenant security deposit | $3,800 | $3,800 |
| Deferred federal excise tax liability | $68,301 | $152,458 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment mgmt fees | $214,891 | $186,652 | $24,274 |
| Consultants/temporary staff | $4,440 | $0 | $6,632 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | CategoryTxt |
| Amt | $128,186 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Biome Ventures Holding Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Veris Wealth 17 State Street | AddressLine1Txt |
| Address Line2 | Ste 2450 | AddressLine2Txt |
| City | York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822749431 | EIN |
| Desc | There were no transfers in 2020. | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Biome Ventures Holding Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Veris Wealth 17 State Street | AddressLine1Txt |
| Address Line2 | Ste 2450 | AddressLine2Txt |
| City | York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822749431 | EIN |
| Desc | There were no transfers in 2020. | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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