ARIA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ARIA FOUNDATION INC (EIN 13-3603275)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-02-24
- IRS object ID
- 202120559349100607
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-24T11:37:14-08:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461329692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TG TAX & ACCOUNTING SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26553 S Jacob Dr | AddressLine1Txt |
| City | Channahon | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133603275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO TG TAX & ACCOUNTING SERVICES LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARIA | BusinessNameControlTxt |
| Phone | 8154675500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26553 S JACOB DR | AddressLine1Txt |
| City | CHANNAHON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM ALBRIGHT | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY J GASS | PreparerPersonNm |
| PTIN | P00294145 | PTIN |
| Phone | 8154675500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $31,001,641 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $684,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $684,126 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,257,170 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$195 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $694,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $683,931 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $19,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,155 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $391 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,201 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $38,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,054 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $213,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,089,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,089,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,303,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,099,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,609,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $500,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,379,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,842,308 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,842,308 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $106 | AcctRcvblBOYAmt |
| Other Investments BOY | $24,060,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,988,341 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,159,333 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,439,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,830,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,001,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,781,377 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,781,377 | CapitalStockEOYAmt |
| Retained Earning BOY | $18,658,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,049,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,439,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,830,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,439,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,830,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,439,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,609,020 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,830,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,830,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB GAA - SEE STATEMENT ATTACHED | P | 2019-12-31 | 2019-12-31 | $2,666,618 | $2,915,237 | -$248,619 | -$248,619 |
| SCHWAB GAA - SEE STATEMENT ATTACHED | P | 2019-12-31 | 2019-12-31 | $2,746,241 | $3,368,247 | -$622,006 | -$622,006 |
| MPM BIOVENTURES V, LP | P | 2019-12-31 | 2019-12-31 | $64,831 | $64,831 | $64,831 | |
| MPM BIOVENTURES V, LP | P | 2019-12-31 | 2019-12-31 | $115,565 | $115,565 | $115,565 | |
| ALBRIGHT VENTURES, LLC | P | 2019-12-31 | 2019-12-31 | $403,057 | $403,057 | $403,057 | |
| Capital Gain Dividends | $260,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,314 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,048,242 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,534,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06495 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,157,659 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,030,013 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06532 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,117,747 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,891,630 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,379,232 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,073,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,693,559 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,311,550 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05084 | DistributionYr5Rt |
| Total Distribution | 0.290522 | TotalDistributionRt |
| Average Distribution | 0.058104 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,173,769 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,753,217 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,008 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,758,225 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,099,881 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,008 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,008 | SubtotalAmt |
| Tax Based On Investment Income | $5,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,812 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,812 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $18,804 | OverpaymentAmt |
| Applied To ES Tax | $18,804 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TG TAX & ACCOUNTING SVCS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8154675500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26553 S JACOB DR | AddressLine1Txt |
| City | CHANNAHON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ADAM M ALBRIGHT | ||||||
| 26553 S JACOB DR | CHANNAHON | IL | 60410 | President | 15.00 | $0 |
| RACHEL ALBRIGHT | ||||||
| 26553 S JACOB DR | CHANNAHON | IL | 60410 | Vice President | 15.00 | $0 |
| MIKA RUEDA-ALBRIGHT | ||||||
| 26553 S JACOB DR | CHANNAHON | IL | 60410 | Secretary | 10.00 | $0 |
| GARRETT T ALBRIGHT | ||||||
| 26553 S JACOB DR | CHANNAHON | IL | 60410 | Treasurer | 10.00 | $0 |
| REED I ALBRIGHT | ||||||
| 26553 S JACOB DR | CHANNAHON | IL | 60410 | Director | 10.00 | $0 |
| TROY J GASS | ||||||
| 26553 S JACOB DR | CHANNAHON | IL | 60410 | ASST. TREASURER | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,443,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,189,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,633,268 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,633,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $459,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,173,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,508,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,508,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,008 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,008 | TotalTaxAmt |
| Distributable Before Adj | $1,503,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,503,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,503,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,099,881 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,099,881 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,008 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,094,873 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,503,680 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,184 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $552,563 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $526,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $495,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,616,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,099,881 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,503,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $596,201 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,212,697 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,184 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,170,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $552,563 | ExcessFromYear3Amt |
| Excess From Year2 | $526,440 | ExcessFromYear2Amt |
| Excess From Year1 | $495,309 | ExcessFromYear1Amt |
| Excess From Current Year | $596,201 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADAM M ALBRIGHT | ContributingManagerNm |
| Contributing Manager | RACHEL ALBRIGHT | ContributingManagerNm |
| Shareholder Manager | ADAM M ALBRIGHT | ShareholderManagerNm |
| Shareholder Manager | RACHEL ALBRIGHT | ShareholderManagerNm |
| Shareholder Manager | MIKA RUEDA-ALBRIGHT | ShareholderManagerNm |
| Shareholder Manager | GARRETT T ALBRIGHT | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAZON CONSERVATION TEAM | |||||||
| 4211 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | N/A | PC | GENERAL OPERATING PURPOSES | $20,000 |
| AMERICAN RIVERS | |||||||
| 1101 14TH ST NW SUITE 1400 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING PURPOSES | $2,000 |
| ASTREA LESBIAN FOUNDATION FOR JUSTI | |||||||
| 116 EAST 16TH ST 7TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING PURPOSES | $60,000 |
| BEULAH'S PLACE | |||||||
| PO BOX 518 | REDMOND | OR | 97756 | N/A | PC | GENERAL OPERATING PURPOSES | $15,000 |
| CENTER FOR INTL ENVIRONMENTAL LAW | |||||||
| 1101 15TH ST NW SUITE 1100 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING PURPOSES | $6,000 |
| CENTRAL OREGON ENVIRONMENTAL CENTER | |||||||
| 16 NW KANSAS AVE | BEND | OR | 97701 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 |
| CENTRAL OREGON LANDWATCH | |||||||
| 50 BOND ST SUITE 4 | BEND | OR | 97702 | N/A | PC | GENERAL OPERATING PURPOSES | $305,352 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL OPERATING PURPOSES | $100,000 |
| DRUG POLICY ALLIANCE | |||||||
| 131 WEST 33RD ST 15TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING PURPOSES | $40,000 | |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL OPERATING PURPOSES | $8,979 |
| EARTHWORKS | |||||||
| 1612 K ST NW SUITE 808 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING PURPOSES | $25,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 |
| ENVIRONMENTAL LAW ALLIANCE WORLDWID | |||||||
| 1412 PEARL ST | EUGENE | OR | 97401 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING PURPOSES | $30,000 |
| FAMILY ACCESS NETWORK | |||||||
| 2125 NE DAGGET LANE | BEND | OR | 97701 | N/A | PC | GENERAL OPERATING PURPOSES | $40,000 |
| GLOBAL FUND FOR WOMEN | |||||||
| 800 MARKET ST 7TH FLOOR | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL OPERATING PURPOSES | $65,000 |
| GLOBAL GREENGRANTS FUND | |||||||
| 2840 WILDERNESS PLACE SUITE E | BOULDER | CO | 80301 | N/A | PC | GENERAL OPERATING PURPOSES | $66,000 |
| ICLEI | |||||||
| 1536 WYNKOOP ST 901 | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATING PURPOSES | $12,000 |
| INSTITUTE FOR APPLIED TINKERING | |||||||
| 360 9TH AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | GENERAL OPERATING PURPOSES | $47,673 |
| INSTITUTE FOR SUSTAINABLE COMMUNITI | |||||||
| 535 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | N/A | PC | GENERAL OPERATING PURPOSES | $60,000 |
| LEAGUE OF CONSERVATION VOTERS EDUC | |||||||
| 1920 L ST NW SUITE 800 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING PURPOSES | $44,000 |
| MARINE CONSERVATION INSTITUTE | |||||||
| 4010 STONE WAY N SUITE 210 | SEATTLE | WA | 98103 | N/A | PC | GENERAL OPERATING PURPOSES | $2,000 |
| MOUNTAIN STAR FAMILY RELIEF NURSERY | |||||||
| 2125 NE DAGGETT LN | BEND | OR | 97701 | N/A | PC | GENERAL OPERATING PURPOSES | $40,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING PURPOSES | $119,000 |
| NEIGHBORIMPACT | |||||||
| 2303 SW 1ST ST | REDMOND | OR | 97756 | N/A | PC | GENERAL OPERATING PURPOSES | $30,000 |
| NORTHWEST NETWORK OF BTLG SURV OF A | |||||||
| PO BOX 18436 | SEATTLE | WA | 98118 | N/A | PC | GENERAL OPERATING PURPOSES | $50,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVE NW 5TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING PURPOSES | $23,000 |
| OIL CHANGE INTERNATIONAL | |||||||
| 714 G ST SE 202 | WASHINGTON | DC | 20003 | N/A | PC | GENERAL OPERATING PURPOSES | $20,000 |
| OREGON COAST AQUARIUM | |||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | N/A | PC | GENERAL OPERATING PURPOSES | $20,000 |
| OREGON DESERT LAND TRUST | |||||||
| 2843 NW LOLO DR SUITE 200 | BEND | OR | 97703 | N/A | PC | GENERAL OPERATING PURPOSES | $20,000 |
| OREGON ENVIRONMENTAL COUNCIL | |||||||
| 222 NW DAVIS ST SUITE 309 | PORTLAND | OR | 97209 | N/A | PC | GENERAL OPERATING PURPOSES | $10,000 |
| OREGON LEAGUE OF CONS VTRS EDUC FD | |||||||
| 321 SW 4TH AVE SUITE 600 | PORTLAND | OR | 97204 | N/A | PC | GENERAL OPERATING PURPOSES | $25,000 |
| OREGON NATURAL DESERT ASSOCIATION | |||||||
| 50 SW BOND ST SUITE 4 | BEND | OR | 97702 | N/A | PC | GENERAL OPERATING PURPOSES | $30,000 |
| OREGON STATE PARKS FOUNDATION | |||||||
| 888 SW FIFTH AVE SUITE 1600 | PORTLAND | OR | 97204 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 |
| OREGON WILD | |||||||
| 5825 NORTH GREELEY | PORTLAND | OR | 97217 | N/A | PC | GENERAL OPERATING PURPOSES | $50,000 |
| OUR FAMILY COALITION | |||||||
| 1385 MISSION ST SUITE 340 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 |
| PCI MEDIA IMPACT | |||||||
| 777 UNITED NATIONS PLAZA 5TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING PURPOSES | $153,092 |
| PRIDE FOUNDATION | |||||||
| 2014 E MADISON ST SUITE 300 | SEATTLE | WA | 98122 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 |
| PURE KNF FOUNDATION | |||||||
| PO BOX 59 | PAPAIKOU | HI | 96781 | N/A | PC | GENERAL OPERATING PURPOSES | $32,694 |
| RAINFOREST ALLIANCE | |||||||
| 233 BROADWAY 28TH FLOOR | NEW YORK | NY | 10279 | N/A | PC | GENERAL OPERATING PURPOSES | $73,000 |
| RESOURCE GENERATION | |||||||
| 394 BROADWAY 28TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING PURPOSES | $14,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2190 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | GENERAL OPERATING PURPOSES | $65,000 |
| SAN FRANCISCO BAYKEEPERS | |||||||
| 1736 FRANKLIN ST SUITE 800 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING PURPOSES | $3,000 |
| SAVING GRACE | |||||||
| 1004 NW MILWAUKEE SUITE 100 | BEND | OR | 97701 | N/A | PC | GENERAL OPERATING PURPOSES | $50,000 |
| SF LGBT CENTER | |||||||
| 1800 MARKET ST | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL OPERATING PURPOSES | $30,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN ST SUITE 14 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 |
| SOUTHERNORS ON NEW GROUND | |||||||
| 580 HOLDERNESS ST NW | ATLANTA | GA | 30310 | N/A | PC | GENERAL OPERATING PURPOSES | $25,000 |
| SUSTAINABLE NORTHWEST | |||||||
| 1130 SW MORRISON ST SUITE 510 | PORTLAND | OR | 97205 | N/A | PC | GENERAL OPERATING PURPOSES | $65,000 |
| SYLVIA RIVERA LAW PROJECT | |||||||
| 147 W 24TH ST 5TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING PURPOSES | $30,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATING PURPOSES | $52,000 |
| WATERWATCH OF OREGON | |||||||
| 213 SW ASH ST SUITE 208 | PORTLAND | OR | 97204 | N/A | PC | GENERAL OPERATING PURPOSES | $40,000 |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| PO BOX 10947 | EUGENE | OR | 97440 | N/A | PC | GENERAL OPERATING PURPOSES | $5,000 |
| WOODS HOLE RESEARCH CENTER | |||||||
| 149 WOODS HOLE RD | FALMOUTH | MA | 02540 | N/A | PC | GENERAL OPERATING PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,089,790 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $684,126 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,314 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALB VENT, LLC - 11F | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $657,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $657,617 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | ADAM RACHEL ALBRIGHT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TG TAX 26553 S JACOB DR | AddressLine1Txt |
| City | CHANNAHON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $37,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,400 | Amt |
| Net Investment Income | $9,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,700 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Statement 9 (CONTINUED)Form 990-PF, Part XVInformation Regarding Managers Owning 10% StockADAM, RACHEL, GARRETT ALBRIGHT & MIKA RUEDA-ALBRIGHT COLLECTIVELY OWN GREATER THAN 10% OF ALBRIGHT VENTURES, LLC, A PARTNERSHIP CONSISTING OF POOLED INVESTORS. ARIA FOUNDATION IS ALSO INVESTED IN ALBRIGHT VENTURES, LLC, AND ALSO OWNS GREATER THAN 10% OF THAT ENTITY. ALBRIGHT VENTURES, LLC INVESTS PRIMARILY IN UNDERLYING VENTURE CAPITAL PARTNERSHIPS. | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ALBRIGHT VENTURES, LLC - 18C | $11,210 | $11,210 |
| EJF ARMADILLO FINL FD, LP - 13W | $2,350 | $2,350 |
| JMC PLATFORM FUND II-B, LP - 13L | $66 | $66 |
| MPM BIOVENTURES V, LP - 13W | $24,428 | $24,428 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALB VENT, LLC - 11F | Desc |
| Revenue And Expenses Per Books | -$195 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$195 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BMO HARRIS BANK - AGENCY FEES | $2,424 | $2,424 | $0 | $0 |
| MANAGEMENT / ADVISORY FEES | $104,731 | $104,731 | $0 | $0 |
| REGISTERED AGENT FEE (VT) | $391 | $0 | $0 | $391 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES PAID | $20,646 | |
| FLOW-THROUGH STATE TAXES PAID | $28,201 | $28,201 |
Comments