RIVER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RIVER FOUNDATION (EIN 06-1657417)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202133089349101323
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T17:45:28-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954041295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KESSLER SCHNEIDER & SCHELTINGA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15260 VENTURA BLVD 1040 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | 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 | 061657417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RIVER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 8183827800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15260 VENTURA BLVD SUITE 1040 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEAL MARLENS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8183827800 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NEAL | PersonFirstNm |
| Person Last | MARLENS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY SCHNEIDER | PreparerPersonNm |
| PTIN | P00446219 | PTIN |
| Phone | 8183827800 | PhoneNum |
| Preparation | 2021-11-04 | 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 | $1,494,290 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,573 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,667 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,667 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $18,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,134 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $179 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,658 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,012 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,012 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,081,370 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,126,835 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,203,819 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $319,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $191,418 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $181,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,535,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,427,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,494,290 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,535,489 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,427,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,535,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,535,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,427,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,535,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,427,265 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - PERSHING 052 | P | 2019-08-02 | 2020-03-03 | $40,629 | $40,089 | $540 | $540 |
| PUBLICLY TRADED SECURITIES - PERSHING 052 | P | 2017-07-13 | 2020-12-31 | $181,388 | $179,799 | $1,589 | $1,589 |
| PUBLICLY TRADED SECURITIES - PERSHING 602 | P | 2013-07-23 | 2020-12-31 | $104,375 | $124,520 | -$20,145 | -$20,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,016 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $296 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $296 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | 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 | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $424 | OverpaymentAmt |
| Applied To ES Tax | $424 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KESSLER SCHNEIDER SCHELTINGA | IndividualWithBooksNm |
| Phone | 8183827800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15260 VENTURA BLVD SUITE 1040 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| NEAL MARLENS | ||||||||
| 15260 VENTURA BLVD SUITE 1040 | SHERMAN OAKS | CA | 91403 | SECRETARY & TREASURER | 5.00 | $0 | $0 | $0 |
| CAROL BLACK | ||||||||
| 15260 VENTURA BLVD SUITE 1040 | SHERMAN OAKS | CA | 91403 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,456,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,582,650 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,582,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,558,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $296 | TotalTaxAmt |
| Distributable Before Adj | $77,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,650 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,460 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,460 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,460 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $847 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $847 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,963 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,963 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,963 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $31,963 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEAL MARLENS | ContributingManagerNm |
| Contributing Manager | CAROL BLACK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| 20 JAY ST SUITE 732 | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | TO SUPPORT INTERNATIONAL MOVEMENT OF ORDINARY PEOPLE WORKING TO END THE AGE OF FOSSIL FUELS AND BUILD A WORLD OF COMMUNITY-LED RENEWABLE ENERGY FOR ALL | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 175 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | TO SUPPORT PROGRESS IN CANCER RESEARCH AND CARE | $1,000 | |
| FOOD BANK OF SANTA BARBARA COUNTY | ||||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF IMPROVING THE NUTRITIONAL HEALTH OF OUR COUNTY THROUGH INCREASED FOOD SECURITY | $500 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF PROMOTING PHILANTHROPY AND MANAGING DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA | $500 | |
| BARD COLLEGE - BARD PRISON INITIATIVE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | NONE | PUBLIC CHARITY | TO SUPPORT INITIATIVE TO TRANSFORM THE CRIMINAL JUSTICE SYSTEM AND PROVIDE NEW OPPORTUNITIES FOR COLLEGE ACCESS | $5,000 | |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 161 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | TO SUPPORT WORK TO REFORM AND DEFEND DEMOCRACY AND JUSTICE | $5,000 | FLOOR |
| SOUTHERN PLAINS LAND TRUST | ||||||||
| PO BOX 1016 | LAMAR | CO | 81052 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF CREATING AND PROTECTING A NETWORK OF SHORTGRASS PRAIRIE PRESERVES, WHICH ENSURE A FUTURE FOR ALL NATIVE ANIMALS AND PLANTS | $450 | |
| CENTER FOR RESPONSIVE POLITICS | ||||||||
| 1300 L STREET NW STE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | TO SUPPORT WORK TO HELP ACHIEVE GOALS OF A MORE TRANSPARENT POLITICAL PROCESS AND A MORE INFORMED CITIZENRY | $1,000 | |
| APACHE-STRONGHOLD | ||||||||
| PO BOX 766 | SAN CARLOS | AZ | 85550 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF INDIVIDUALS WHO COME TOGETHER IN UNITY TO BATTLE CONTINUED COLONIZATION, AND DEFEND HOLY SITES AND FREEDOM OF RELIGION | $2,000 | |
| FAIRNESS & ACCURACY IN REPORTING (FAIR) | ||||||||
| 124 W 30TH ST SUITE 201 | NEW YORK | NY | 100014009 | NONE | PUBLIC CHARITY | TO SUPPORT CORRECTION OF MEDIA IMBALANCE AND ADVOCATE FOR MEDIA ACCESS | $10,000 | |
| ASYLUM SEEKER ADVOCACY PROJECT | ||||||||
| 228 PARK AVE SUITE 84810 | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF BUILDING A MORE WELCOMING UNITED STATES AND WORKING WITH INDIVIDUALS WHO HAVE COME TO THE UNITED STATES SEEKING ASYLUM | $2,000 | |
| FREEDOM OF THE PRESS FOUNDATION | ||||||||
| 601 VAN NESS AVENUE SUITE E731 | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | TO PROTECT AND DEFEND ADVERSARIAL JOURNALISM IN THE 21ST CENTURY | $7,500 | |
| BLACK BELT CITIZENS | ||||||||
| 23355 COUNTY RD 53 | UNIONTOWN | AL | 36786 | NONE | PUBLIC CHARITY | TO SUPPORT WORK TOWARDS A UNIONTOWN AND BLACK BELT REGION WHERE ALL PEOPLE WILL UNITE FOR SHARED LIBERTY AND JUSTICE FOR ALL | $1,000 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH ST SUITE 701 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION TO FREE THE WRONGLY CONVICTED AND REFORM THE CRIMINAL JUSTICE SYSTEM | $15,000 | |
| CIVIL LIBERTIES DEFENSE CENTER | ||||||||
| 1430 WILLAMETTE STREET 359 | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | TO SUPPORT MOVEMENTS THAT SEEK TO DISMANTLE POLITICAL AND ECONOMIC STRUCTURES AT THE ROOT OF SOCIAL INEQUALITY AND ENVIRONMENTAL DESTRUCTION | $2,000 | |
| DIGNITY AND POWER NOW | ||||||||
| 3655 SOUTH GRAND AVE SUITE 260 | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | TO SUPPORT WORK OF FIGHTING FOR THE DIGNITY AND POWER OF ALL INCARCERATED PEOPLE, THEIR FAMILIES AND COMMUNITIES | $2,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF PROTECTING PEOPLE'S HEALTH, TO PRESERVE WILDLIFE, ADVANCE CLEAN ENERGY AND COMBAT CLIMATE CHANGE | $3,000 | |
| FATAL ENCOUNTERS | ||||||||
| 316 CALIFORNIA AVE 828 | RENO | NV | 89509 | NONE | PUBLIC CHARITY | TO SUPPORT WORK OF CREATING AN IMPARTIAL, COMPREHENSIVE AND SEARCHABLE NATIONAL DATABASE OF PEOPLE KILLED DURING INTERACTIONS WITH POLICE | $1,000 | |
| HUMANE BORDERS | ||||||||
| 243 W 33RD ST | TUCSON | AZ | 85713 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF SAVING DESPERATE PEOPLE FROM A HORRIBLE DEATH BY DEHYDRATION AND EXPOSURE | $2,000 | |
| RAINFOREST ACTION NETWORK | ||||||||
| 425 BUSH ST SUITE 300 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION TO PRESERVE FORESTS, PROTECT THE CLIMATE AND UPHOLD HUMAN RIGHTS | $7,000 | |
| ICAHD USA | ||||||||
| 119 N FAIRFAX AVE 486 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | TO SUPPORT WORK OF ENDING ISRAELI VIOLATIONS OF INTERNATIONAL LAW | $2,000 | |
| LAKOTA PEOPLE'S LAW PROJECT | ||||||||
| 547 SOUTH 7TH ST 149 | BISMARCK | ND | 58504 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF ASSISTING IN THE RECLAIMATION OF INDIGENOUS LANDS AND TO STOP ALL THREATS TO LAKOTA CULTURE | $2,000 | |
| PESTICIDE ACTION NETWORK | ||||||||
| 2000 ALLSTON WAY | BERKELYE | CA | 94704 | NONE | PUBLIC CHARITY | TO SUPPORT WORK TO TACKLE THE PESTICIDE PROBLEM AND CREATE A JUST, THRIVING FOOD SYSTEM | $5,000 | |
| SOUL FIRE FARM INSTITUTE | ||||||||
| 1972 NY HWY 2 | PETERSBURG | CA | 12138 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION TO END RACISM AND INJUSTICE IN OUR FOOD SYSTEM | $1,010 | |
| SURVIVAL INTERNATIONAL USA | ||||||||
| 466 GREEN ST SUITE 301 | SAN FRANCISCO | CA | 94133 | NONE | PUBLIC CHARITY | TO SUPPORT TRIBAL PEOPLES' RIGHTS AROUND THE WORLD | $7,500 | |
| PROJECT HOPE TO ABOLISH THE DEATH PENALTY | ||||||||
| PO BOX 1362 | LANETT | AL | 36863 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION TO WORK WITH PRISONERS AND ADVOCATES TO EDUCATE THE PUBLIC AND TO BRING ABOUT THE ABOLITION OF THE DEATH PENALTY IN ALABAMA | $4,000 | |
| THE OAKLAND INSTITUTE | ||||||||
| PO BOX 18978 | OAKLAND | CA | 94619 | NONE | PUBLIC CHARITY | TO SUPPORT WORK TO PROTECT LAND RIGHTS AND HUMAN RIGHTS DEFENDERS, AND HOLD POWERFUL ACTORS ACCOUNTABLE TO ENSURE A HEALTHY AND PEACEFUL PLANET | $1,000 | |
| STUDENTS FOR A NATIONAL HEALTH PROGRAM | ||||||||
| 29 EAST MADISON ST SUITE 1412 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF ADVOCATING A UNIVERSAL, COMPREHENSIVE SINGLE-PAYER NATIONAL HEALTH PROGRAM | $1,000 | |
| PRISON RADIO | ||||||||
| PO BOX 411074 | SAN FRANCISCO | CA | 94141 | NONE | PUBLIC CHARITY | TO SUPPORT WORK OF BRINGING VOICES INTO THE PUBLIC DEBATE CHALLENGING UNJUST POLICE AND PROSECUTORIAL PRACTICES WHICH RESULT IN MASS INCARCERATION | $4,000 | |
| SHIELDS FOR FAMILIES | ||||||||
| 11601 SOUTH WESTERN AVE | LOS ANGELES | CA | 90047 | NONE | PUBLIC CHARITY | TO SUPPORT WORK TO DEVELOP, DELIVER AND EVALUATE CULTURALLY SENSITIVE, COMPREHENSIVE SERVICE MODELS THAT EMPOWER AND ADVOCATE FOR HIGH RISK FAMILIES IN SOUTH LOS ANGELES | $1,000 | |
| SOLITARY WATCH | ||||||||
| 714 W OLYMPIC BLVD SUITE 929 | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | TO SUPPORT WORK OF INVESTIGATING, DOCUMENTING AND DISSEMINATING INFORMATION ON THE WIDESPREAD USE OF SOLITARY CONFINEMENT IN U.S. PRISONS | $4,000 | |
| THE BAIL PROJECT | ||||||||
| PO BOX 102592 | PASADENA | CA | 91189 | NONE | PUBLIC CHARITY | TO SUPPORT MISSION OF ENDING CASH BAIL AND CREATING A MORE JUST, EQUITABLE AND HUMANE PRETRIAL SYSTEM | $4,000 | |
| YOUTH JUSTICE COALITION | ||||||||
| 7625 S CENTRAL AVE | LOS ANGELES | CA | 90001 | NONE | PUBLIC CHARITY | TO SUPPORT WORK BUILDING A YOUTH, FAMILY, AND FORMERLY AND CURRENTLY INCARCERATED PEOPLE'S MOVEMENT TO CHALLENGE AMERICA'S ADDICTION TO INCARCERATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,460 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,894 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,573 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,667 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,118 | 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 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $418,576 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $449,201 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $708,259 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $754,618 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - GOV'T AND CORP BOND FUNDS | AT COST | $54,379 | $54,744 |
| RSF SOCIAL INVESTMENT FUND | AT COST | $63,009 | $63,009 |
| TRILINC GLOBAL IMPACT FUND, LLC | AT COST | $74,030 | $63,706 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FRANCHISE TAX BOARD FILING FEE | $10 | $0 | $0 | $0 |
| REGISTRATION FEE | $25 | $0 | $0 | $0 |
| INVESTMENT EXPENSES | $14,438 | $14,438 | $0 | $0 |
| TRILINC GLOBAL IMPACT FUND - OTHER DEDUCTIONS | $220 | $220 | $0 | $0 |
| OFFICE EXPENSES | $510 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRILINC GLOBAL IMPACT FUND | Desc |
| Revenue And Expenses Per Books | $4,667 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,667 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $179 | $179 | $0 | $0 |
| EXCISE TAX | $500 | $0 | $0 | $0 |
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