IF FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- IF FOUNDATION (EIN 53-0078064)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349107735
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:04:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530078064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSUMER HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 2029393390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 U STREET NW NO 4TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YANIQUE REDWOOD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2029393390 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | YANIQUE | PersonFirstNm |
| Person Last | REDWOOD | 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 |
| Preparation | 2021-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $28,526,073 | 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 | $139,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $233,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,435,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,235,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,435,498 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,552 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34,552 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,842,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,703,390 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $206,486 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,324 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $196,162 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $413,898 | 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 | $413,898 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $188,615 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,750 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $185,865 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,974 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,974 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $103,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,632 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $96,218 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $191,848 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $173,592 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,256 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $233,465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,266 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $232,199 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $96,227 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $96,227 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $264,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $264,028 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,702,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $195,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,506,827 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $853,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $853,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,555,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $195,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,360,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$713,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,507,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $625,727 | CashBOYAmt |
| Cash EOY | $198,135 | CashEOYAmt |
| Cash EOYFMV | $198,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $377,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $802,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $802,837 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $46,629 | AcctRcvblAmt |
| Acct Rcvbl BOY | $47,398 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $46,629 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $46,629 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $8,755 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,315 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,315 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $15,413 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,351 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,351 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,576,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,087,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,087,226 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,462,833 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,775,834 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,775,834 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,019,324 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,507,746 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,507,746 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,233,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,526,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,526,073 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,216 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $63,171 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $53,592 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $240,637 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $91,808 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $303,808 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,141,628 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,108,265 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $114,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,141,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,222,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,233,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,526,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,141,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$713,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,793,838 | OtherIncreasesAmt |
| Subtotal | $28,222,265 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,222,265 | 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 | $8,235,289 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,799,791 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,435,498 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,435,498 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,435,498 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,435,498 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,959 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,959 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,653 | 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 | $13,653 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $7,313 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID HARRINGTON | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | CHAIR | 1.00 | $0 | $0 | $0 |
| 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 | 40.00 | $206,486 | $20,649 | $0 |
| SILVIA SALAZAR | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | MEMBER | 1.00 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TEMITUTU BENNETT | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | DIRECTOR OF POLICY A | 35.00 | $122,000 | $12,200 | $0 |
| EDNA PUGEDA | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | SR. PROGRAM OFFICER | 35.00 | $101,672 | $10,167 | $0 |
| NIVOSOA ROBJHON | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | TECHNOLOGY AND OPERA | 35.00 | $83,906 | $8,391 | $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 | $173,592 | 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 | $19,583,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,297,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,881,149 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,881,149 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,567,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,028,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,028,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,959 | TotalTaxAmt |
| Distributable Before Adj | $1,007,438 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,007,438 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,007,438 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,360,027 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,360,027 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,360,027 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,007,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $523,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $588,195 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $990,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $850,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,015,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,967,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,360,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,007,438 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,352,589 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,320,312 | 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 | $523,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,797,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $588,195 | ExcessFromYear4Amt |
| Excess From Year3 | $990,313 | ExcessFromYear3Amt |
| Excess From Year2 | $850,277 | ExcessFromYear2Amt |
| Excess From Year1 | $1,015,663 | ExcessFromYear1Amt |
| Excess From Current Year | $1,352,589 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ASIANPACIFIC ISLANDER DOMESTIC VIOLENCE RESOURCE | ||||||
| PO BOX 14268 | WASHINGTON | DC | 20044 | GENERAL SUPPORT | $25,000 | |
| BLACK SWAN ACADEMY | ||||||
| 5024 SECOND STREET NW SUITE 2 | WASHINGTON | DC | 20011 | DC MUTUAL AID NETWORK | $10,000 | |
| BREAD FOR THE CITY | ||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | GENERAL SUPPORT | $5,000 | |
| BYTE BACK | ||||||
| 899 NORTH CAPITOL STREET NE SUITE | WASHINGTON | DC | 20002 | GENERAL SUPPORT | $20,000 | 850 |
| CASA OF MARYLAND | ||||||
| 8151 15TH AVENUE | LANGLEY PARK | MD | 20783 | GENERAL SUPPORT | $25,000 | |
| COLLECTIVE ACTION FOR SAFE SPACES | ||||||
| 518 KENNEDY STREET NW SUITE 203 | WASHINGTON | DC | 20011 | GENERAL SUPPORT | $10,000 | |
| DC PRIMARY CARE ASSOCIATION | ||||||
| 1620 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | GENERAL SUPPORT | $20,000 | |
| DEFENDING RIGHTS AND DISSENT INC | ||||||
| 1325 G STREET NW WASHINGTON | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $25,000 | |
| DREAMING OUT LOUD | ||||||
| 80 M STREET SE | WASHINGTON | DC | 20004 | GENERAL SUPPORT | $20,000 | |
| EL PODER DE SER MUJER | ||||||
| 13549 JAMIESON PLACE | GERMANTOWN | MD | 20874 | COVID 19 - PANDEMIC | $5,000 | |
| FOOD RESEARCH & ACTION CENTER - DC HUNGER SOLUTIONS | ||||||
| 1200 18TH ST NW SUITE 400 | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $20,000 | |
| FOOD RESEARCH & ACTION CENTER - MARYLAND | ||||||
| 711 W 40TH ST 360 | BALTIMORE | MD | 21211 | GENERAL SUPPORT | $20,000 | |
| FUSION PARTNERSHIP | ||||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | GENERAL SUPPORT | $25,000 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||
| 1201 15TH STREET NW SUITE 420 | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $20,000 | |
| IMPACT SILVER SPRING | ||||||
| 8807 COLESVILLE ROAD LOWER LEVEL | SILVER SPRING | MD | 20910 | GENERAL SUPPORT | $25,000 | |
| IMPACT SILVER SPRING | ||||||
| 8807 COLESVILLE ROAD LOWER LEVEL | SILVER SPRING | MD | 20910 | COVID 19 - PANDEMIC | $10,000 | |
| JJ CENTER INC | ||||||
| 100 JOLIET AVENUE SW | WASHINGTON | DC | 20032 | GENERAL SUPPORT | $20,000 | |
| LA CLINICA DEL PUEBLO INC | ||||||
| 2831 15TH STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $25,000 | |
| LEADERSHIP MONTGOMERY EDUCATIONAL FOUNDATION | ||||||
| 6010 EXECUTIVE BOULEVARD SUITE 200 | ROCKVILLE | MD | 20852 | GENERAL SUPPORT | $63,200 | |
| MAMATOTO VILLAGE | ||||||
| 311 47TH STREET NE | WASHINGTON | DC | 20019 | GENERAL SUPPORT | $25,000 | |
| MANY LANGUAGES ONE VOICE | ||||||
| 3166 MT PLEASANT ST NW | WASHINGTON | DC | 20010 | GENERAL SUPPORT | $20,000 | |
| MANY LANGUAGES ONE VOICE | ||||||
| 3166 MT PLEASANT ST NW | WASHINGTON | DC | 20010 | COVID 19 - PANDEMIC | $5,000 | |
| MARYLAND CENTER ON ECONOMY POLICY | ||||||
| 1800 N CHARLES ST | BALTIMORE | MD | 21201 | GENERAL SUPPORT | $20,000 | |
| ONE TENT HEALTH | ||||||
| 1440 G STREET NW | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $20,000 | |
| ORGANIZING NEIGHBORHOOD EQUITY DC | ||||||
| 614 S STREET NW | WASHINGTON | DC | 20001 | GENERAL SUPPORT | $25,000 | |
| PRIMARY CARE COALITION OF MONTGOMERY COUNTY | ||||||
| 8757 GEORGIA AVE | SILVER SPRING | MD | 20910 | GENERAL SUPPORT | $20,000 | |
| PROGRESSIVE MARYLAND EDUCATION FUND | ||||||
| PO BOX 6988 | LARGO | MD | 20792 | GENERAL SUPPORT | $25,000 | |
| PUBLIC JUSTICE CENTER | ||||||
| ONE N CHARLES ST | BALTIMORE | MD | 21218 | GENERAL SUPPORT | $20,000 | |
| RESTAURANT OPPORTUNITIES CENTER OF WDC | ||||||
| 1100 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | COVID 19 - PANDEMIC | $5,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | GENERAL SUPPORT | $25,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | GENERAL SUPPORT | $5,000 | |
| SOCIAL GOOD FUND | ||||||
| 1419 V ST N | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $20,000 | |
| TAKE RESOURCE CENTER | ||||||
| 8246 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35206 | COVID 19 - PANDEMIC | $5,000 | |
| THE DANCE INSTITUTE OF WASHINGTON | ||||||
| 3400 14TH STREET NW | WASHINGTON | DC | 20010 | GENERAL SUPPORT | $20,000 | |
| THE PRAXIS PROJECT INC | ||||||
| 1001 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $25,000 | |
| TIDESSPACES | ||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $20,000 | |
| TRABAJADORES UNIDOS DE WASHINGTON DC | ||||||
| 1419 V ST NW STE 305 | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $20,000 | |
| TRAINING GROUNDS | ||||||
| 4710 AUTH WAY | SUITLAND | MD | 20746 | GENERAL SUPPORT | $10,000 | |
| TRAINING GROUNDS | ||||||
| 4710 AUTH WAY | SUITLAND | MD | 20746 | COVID 19 - PANDEMIC | $5,000 | |
| WASHINGTON REGIONAL ASSOC OF GRANTMAKERSWASHINGTON AIDS PARTNERSHIP | ||||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $15,000 | |
| YOUTH ACTIVISM PROGJECT | ||||||
| 3909 PROSPECT STREET | KENINSTON | MD | 20895 | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $773,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE FOR SERVICE RESEARCH | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $34,552 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,340 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,435,498 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,703,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,703,390 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $103,850 | Amt |
| Net Investment Income | $7,632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $96,218 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOMESTIC FIXED INCOME - RBC | BondNm |
| EOY Book Value | $5,775,834 | EOYBookValueAmt |
| EOYFMV | $5,775,834 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC COMMON STOCKS - RBC | $8,871,200 | $8,871,200 |
| FOREIGN STOCKS HELD-RBC | $452,710 | $452,710 |
| MUTUAL FUNDS - RBC | $1,455,572 | $1,455,572 |
| REAL ESTATE INVESTMENT TRUST | $307,744 | $307,744 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRG GROWTH PARTNERSHIP | FMV | $72,254 | $72,254 |
| TIFF PARTNERS EQUITY PARTNERS 2011 | FMV | $321,190 | $321,190 |
| GENERATION IM | FMV | $5,960,859 | $5,960,859 |
| DBL PARTNERS FUND III | FMV | $1,029,717 | $1,029,717 |
| F&C | FMV | $586,970 | $586,970 |
| BOSTON COMM INT'L SOCIAL FUND | FMV | $2,212,158 | $2,212,158 |
| ILLUMEN CAPITAL | FMV | $244,192 | $244,192 |
| DBL PARTNERS FUND IV | FMV | $80,406 | $80,406 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,974 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,974 | 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 |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE FUNCTIONS | $26,190 | $0 | $0 | $26,190 |
| COMMUNICATIONS | $22,275 | $0 | $0 | $22,275 |
| CAPACITY BUILDING | $159,425 | $0 | $0 | $159,425 |
| PROFESSIONAL DEVELOPMENT | $14,590 | $0 | $0 | $14,590 |
| INSURANCE | $10,731 | $0 | $0 | $10,731 |
| MISCELLANEOUS EXPENSES | $30,817 | $0 | $0 | $30,817 |
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 | $34,552 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,552 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,552 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAIN/ (LOSS) | Desc |
| Amt | $2,793,838 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $53,592 | BOYBookValueAmt |
| EOY Book Value | $240,637 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $191,848 | Amt |
| Net Investment Income | $173,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,256 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $233,465 | Amt |
| Net Investment Income | $1,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $232,199 | DisbursementsCharitablePrpsAmt |
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