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FOUNDATION FOR SOCIAL RESPONSIBLITY: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR SOCIAL RESPONSIBLITY (EIN 26-1617166)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-23
IRS object ID
201720549349100012
Schema version
2015v3.0
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)
Return2017-02-23T17:29:28-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941668792PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PETRINOVICH PUGH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 WEST SANTA CLARA ST 830AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951131716ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

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 DIRECTORPersonTitleTxt
Phone8314210205PhoneNum
Signature2017-02-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID DOOLINPreparerPersonNm
PTINP00768562PTIN
Phone4082877911PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$165,580FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$30InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,030TotalRevAndExpnssAmt
Total Net Invst Incm$30TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$248OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$198OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$258TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$208TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,008TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,958TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,022ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$131,558CashBOYAmt
Cash EOY$69,536CashEOYAmt
Cash EOYFMV$69,536CashEOYFMVAmt
Sav And Temp Cash Invst EOY$96,044SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$96,044SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$131,558TotalAssetsBOYAmt
Total Assets EOY$165,580TotalAssetsEOYAmt
Total Assets EOYFMV$165,580TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$131,558UnrestrictedBOYAmt
Unrestricted EOY$165,580UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$131,558TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$165,580TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$131,558TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$165,580TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$131,558TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,022ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$165,580SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$165,580TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,529AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$93,800NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.400096DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,086AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$47,160NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.122265DistributionYr2Rt
Adjusted Qlfy Distri Yr3$81,619AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,277NetVlNoncharitableAssetsYr3Amt
Distribution Yr38.797995DistributionYr3Rt
Adjusted Qlfy Distri Yr4$92,379AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$310NetVlNoncharitableAssetsYr4Amt
Distribution Yr4297.996774DistributionYr4Rt
Adjusted Qlfy Distri Yr5$75,010AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,481NetVlNoncharitableAssetsYr5Amt
Distribution Yr513.685459DistributionYr5Rt
Total Distribution323.002589TotalDistributionRt
Average Distribution64.600518AverageDistributionRt
Net Vl Noncharitable Assets$153,122NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,891,761AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,891,761AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,958QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)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 AVENUE PMB 216AddressLine1Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTIN RIST
343 SOQUEL AVENUE PMB 216SANTA CRUZCA95062EXECUTIVE DIRECTOR1.00$0$0$0
BONNIE BRUNET
343 SOQUEL AVENUE PMB 216SANTA CRUZCA95062DIRECTOR1.00$0$0$0
ERIK RIST
343 SOQUEL AVENUE PMB 216SANTA CRUZCA95062DIRECTOR1.00$0$0$0
JOHN SWEETEN
343 SOQUEL AVENUE PMB 216SANTA CRUZCA95062DIRECTOR1.00$0$0$0
THOMAS DAVIES JR
343 SOQUEL AVENUE PMB 216SANTA CRUZCA95062DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$155,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$155,454TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$155,454AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,332CashDeemedCharitableAmt
Net Vl Noncharitable Assets$153,122NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,656MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,656MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$7,656DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,656DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,656DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,958ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,958QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,958AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,656DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$74,736ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$92,363ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$81,155ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$97,728ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,839ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$378,821TotalExcessDistributionCyovAmt
Qualifying Distributions$10,958QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,656AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,302RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$382,123TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$74,736ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$307,387ExcessDistriCyovToNextYrAmt
Excess From Year4$92,363ExcessFromYear4Amt
Excess From Year3$81,155ExcessFromYear3Amt
Excess From Year2$97,728ExcessFromYear2Amt
Excess From Year1$32,839ExcessFromYear1Amt
Excess From Current Year$3,302ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
SANCTUARY WARMING CENTER PROGRAM
535 SPRING STSANTA CRUZCA95060N/ABLANKETS FOR HOMELESS$1,000
BUSINESS FOR PROGRESS CO CATHY MAHER
1201 EVERGREEN AVEOCEANNJ07712N/ASUPPORT FOR GENERAL MISSION$1,000
ALDEA CHILDREN & FAMILY SERVICES
1801 OAK ST PO BOX 841NAPACA94559N/AEDUCATION PROGRAM$2,500PC
INSTITUTE FOR MEDIA ANALYSIS INC
124 WASHINGTON PLACENEW YORKNY10014N/AGRANT FOR GENERAL MISSION$5,250PC
BONNY DOON COMMUNITY SCHOOL FOUNDATION
PO BOX 8089BONNY DOONCA95061N/AGRANT FOR SCIENCE AND MATH$1,000PC
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$30ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$30ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRIST BRUNET FAMILY TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1343 SOQUEL AVENUE PMB 216AddressLine1Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd
FieldValueIRS element (for citing)
Total Contributions$45,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$243$50$193
MISC EXPENSE$5$0$5

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA TAXCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Comments

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