BETA

FOUNDATION FOR SOCIAL RESPONSIBLITY: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR SOCIAL RESPONSIBLITY (EIN 26-1617166)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-16
IRS object ID
202121369349100732
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-16T10:30:15-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Heather Babcock CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7028AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95061ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261617166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Foundation for Social ResponsibilityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone8314210205PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1343 Soquel Avenue PMB 216AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMartin RistPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Phone8314210205PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHeather BabcockPreparerPersonNm
PTINP00081647PTIN
Phone8314263400PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$196,213FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$113,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$113,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$800AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,049OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,049OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,849TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,849TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$104,414ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$104,414ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$106,263TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$106,263TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,737ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$189,376CashBOYAmt
Cash EOY$196,113CashEOYAmt
Cash EOYFMV$196,113CashEOYFMVAmt
Acct Rcvbl$100AcctRcvblAmt
Acct Rcvbl BOY$100AcctRcvblBOYAmt
Acct Rcvbl EOY$100AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$100AcctRcvblEOYFMVAmt
Total Assets BOY$189,476TotalAssetsBOYAmt
Total Assets EOY$196,213TotalAssetsEOYAmt
Total Assets EOYFMV$196,213TotalAssetsEOYFMVAmt
Accounts Payable BOY$800AccountsPayableBOYAmt
Accounts Payable EOY$800AccountsPayableEOYAmt
Total Liabilities BOY$800TotalLiabilitiesBOYAmt
Total Liabilities EOY$800TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$188,676NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$188,676TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$195,413TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$189,476TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$196,213TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$188,676TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,737ExcessRevenueOverExpensesAmt
Subtotal$195,413SubtotalAmt
Tot Net Ast Or Fund Balances EOY$195,413TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$87,344AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$132,237NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.66051DistributionYr1Rt
Adjusted Qlfy Distri Yr2$115,617AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$188,212NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.61429DistributionYr2Rt
Adjusted Qlfy Distri Yr3$73,825AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$180,950NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.40799DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,958AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$153,122NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07156DistributionYr4Rt
Adjusted Qlfy Distri Yr5$37,529AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$93,800NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.40010DistributionYr5Rt
Total Distribution2.154448TotalDistributionRt
Average Distribution0.430890AverageDistributionRt
Net Vl Noncharitable Assets$195,366NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$84,181AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$84,181AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$106,263QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.foundationforsr.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8314210205PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1343 Soquel Ave PMB 216AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Martin Rist
343 Soquel Avenue PMB 216Santa CruzCA95062Executive Dir.1.00$0
Bonnie Brunet
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
Erik Rist
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
John Sweeten
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
Thomas Davies Jr
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$198,341AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$198,341TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$198,341AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,975CashDeemedCharitableAmt
Net Vl Noncharitable Assets$195,366NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,768MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,768MinimumInvestmentReturnAmt
Distributable Before Adj$9,768DistributableBeforeAdjAmt
Distributable Before Ded$9,768DistributableBeforeDedAmt
Distributable As Adjusted$9,768DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,263ExpensesAndContributionsAmt
Qualifying Distributions$106,263QualifyingDistributionsAmt
Adjusted Qualifying Distri$106,263AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,768DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$32,839ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,125ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$64,777ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$106,206ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$78,202ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$308,149TotalExcessDistributionCyovAmt
Qualifying Distributions$106,263QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,768AppliedToCurrentYearAmt
Remaining Distri From Corpus$96,495RemainingDistriFromCorpusAmt
Total Corpus$404,644TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$32,839ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$371,805ExcessDistriCyovToNextYrAmt
Excess From Year4$26,125ExcessFromYear4Amt
Excess From Year3$64,777ExcessFromYear3Amt
Excess From Year2$106,206ExcessFromYear2Amt
Excess From Year1$78,202ExcessFromYear1Amt
Excess From Current Year$96,495ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMartin RistContributingManagerNm
Contributing ManagerBonnie BrunetContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
The Indypendent
388 Atlantic Ave 2nd floorBrooklynNY11217N/ANCPublishing Grant$73,814
American Civil Liberties Union
125 Broad Street 18th floorNew YorkNY10004N/APCSupport for General Mission$10,000
Second Harvest of Silicon Valley
750 Curtner AveSan JoseCA95125N/APCSupport for General Mission$500
Freedom From Religion
PO Box 750MadisonWI53701N/APCSupport for General Mission$1,000
Habitat for Humanity
322 West Lamar StreetAmericusGA31709N/APCSupport for General Mission$7,000
Public Citizen
1600 20th Street NWWashingtonDC20009N/APCSupport for General Mission$500
Planned Parenthood
PO Box 97166WashingtonDC20090N/APCSupport for General Mission$5,000
Sjogrens Syndrome Foundation
10701 Parkridge Blvd Suite 170RestonVA20191N/APCSupport for General Mission$100
Environmental Working Group
1436 U St NW 100WashingtonDC20009N/APCSupport for General Mission$500
Center for Media and Democracy
520 University AvenueMadisonWI53703N/APCSupport for General Mission$500
Mother Warriors Voice
2711 W MichiganMilwaukeeWI53208N/APCSupport for General Mission$500
Doctors without Borders
40 Rector Street 16th floorNew YorkNY10006N/APCSupport for General Mission$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$104,414TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Rist Brunet Family Trust
1343 Soquel Avenue PMB 216Santa CruzCA95062$100,000Yes (X)
Gerald Meyer Luis Romero
2381 2nd StBrooklynNY112152403$13,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax PrepCategoryTxt
Amt$800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Charges$49$49
Consulting$1,000$1,000

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