BETA

CLOUD MOUNTAIN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CLOUD MOUNTAIN FOUNDATION (EIN 04-3493352)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202513159349102771
Schema version
2024v5.2
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)
Return2025-11-11T16:14:56-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113061778PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WAGNER FERBER FINE & ACKERMAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1237 WEST 35TH ST - STE 1001AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043493352EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLOUD MOUNTAIN FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O WFFA PLLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCLOUBusinessNameControlTxt
Phone2125761829PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1237 WEST 35TH STREET 1001AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBENJAMIN FRIEDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125761829PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL FERBER CPAPreparerPersonNm
PTINP00631972PTIN
Phone2125761829PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$120,427,358FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,740,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,195,441InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,195,441InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,435,132DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,435,132DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,108,523NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,004,835GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,108,523CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,479,096TotalRevAndExpnssAmt
Total Net Invst Incm$5,739,096TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$29,766TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,266TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$500TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$304,509OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$224,593OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$79,917OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$344,275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$241,359TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$82,917TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,542,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,542,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,886,275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$241,359TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,624,917TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,592,821ExcessRevenueOverExpensesAmt
Net Investment Income$5,497,737NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1,225,375CashEOYAmt
Cash EOYFMV$1,225,375CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,933,078SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,721,927SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,721,927SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$56,671,552CorporateStockBOYAmt
Corporate Stock EOY$62,137,940CorporateStockEOYAmt
Corporate Stock EOYFMV$90,480,056CorporateStockEOYFMVAmt
Total Assets BOY$91,604,630TotalAssetsBOYAmt
Total Assets EOY$92,085,242TotalAssetsEOYAmt
Total Assets EOYFMV$120,427,358TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,112,209OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,112,209TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$89,492,421RetainedEarningBOYAmt
Retained Earning EOY$92,085,242RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$89,492,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$92,085,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$91,604,630TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$92,085,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$89,492,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,592,821ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$92,085,242SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$92,085,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GGHC ACCOUNT 113606P2023-01-012024-12-31$4,068,574$1,917,967$2,150,607$2,150,607
GGHC ACCOUNT 113606P2024-01-012024-12-31$3,142,855$3,134,337$8,518$8,518
PERSHINGP2023-01-012024-12-31$7,935,958$7,931,056$4,902$4,902
PERSHINGP2024-01-012024-12-31$5,857,448$5,912,952-$55,504-$55,504
FieldValueIRS element (for citing)
Capital Gain Net Income$2,108,523CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$76,419InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$76,419SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$76,419TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$79,607EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$65,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$144,607TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,023EsPenaltyAmt
Overpayment$67,165OverpaymentAmt
Applied To ES Tax$67,165AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWAGNER FERBER FINE ACKERMAN PLIndividualWithBooksNm
Phone2125761829PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1237 WEST 35TH ST SUITE 1001AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBENJAMIN FRIEDMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 KELLOGG ROADAddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos15.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonKENNY B ALBOUMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line134 A WINDSOR PLACEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11215ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTINGServiceTypeTxt
Compensation$77,700CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM RELATED INVESTMENTS.Description1Txt
Expenses1$0Expenses1Amt

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$81,088,942AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,389,828AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$114,478,770TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$114,478,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,717,182CashDeemedCharitableAmt
Net Vl Noncharitable Assets$112,761,588NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,638,079MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,638,079MinimumInvestmentReturnAmt
Tax Based On Investment Income$76,419TaxBasedOnInvestmentIncomeAmt
Total Tax$76,419TotalTaxAmt
Distributable Before Adj$5,561,660DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,561,660DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,561,660DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,624,917ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,624,917QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,561,660DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$52,596ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$1,527,589ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,580,185TotalExcessDistributionCyovAmt
Qualifying Distributions$4,624,917QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,624,917AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$936,743ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$936,743ExcessDistributionCyovAppCYAmt
Total Corpus$643,442TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$643,442ExcessDistriCyovToNextYrAmt
Excess From Year1$643,442ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR DEMOCRACY
21 MAIN ST 4HUDSONMA01749PUBLIC CHARITYCIVIC$5,000
AMERICAN PROMISE EDUCATION FUND
33 BRADFORD STREETCONCORDMA01742PUBLIC CHARITYCIVIC$50,000
APPALACHIAN VOICES
164 SOUTH DEPOT STREETBOONENC28607PUBLIC CHARITYENVIRONMENTAL$25,000
AUDIT USA
1755 S JONES BLVDTUCSONAZ85713PUBLIC CHARITYCIVIC$25,000
BEND THE CURVE
1575 EYE STREET NW SUITE 500WASHINGTONDC20005PUBLIC CHARITYCIVIC$10,000
BERKSHIRE COMMUNITY LAND TRUST
PO BOX 276414GREAT BARRINGTONMA01230PUBLIC CHARITYENVIRONMENTAL$25,000
BERKSHIRE ENVIRONMENTAL ACTION TEAM
20 CHAPEL STREETPITTSFIELDMA01201PUBLIC CHARITYENVIRONMENTAL$25,000
BERKSHIRE NAT'L RESOURCES COUNCIL
20 BANK ROWPITTSFIELDMA01201PUBLIC CHARITYENVIRONMENTAL$50,000
BEYOND PLASTICS AT BENNINGTON COLLEGE
1 COLLEGE DRIVEBENNINGTONVT05201PUBLIC CHARITYENVIRONMENTAL$25,000
BLUE RIDGE ENVIRONMENTAL DEFENSE LEAGUE
PO BOX 4455NORTH MYRTLE BEACHSC29597PUBLIC CHARITYENVIRONMENTAL$30,000
BOLD ALLIANCE
125 WEST PLUM STDONIPHANNE68832PUBLIC CHARITYCIVIC$150,000
BRAVE NEW FOUNDATION
10510 CULVER BLVDCULVER CITYCA90232PUBLIC CHARITYCIVIC$15,000
CDER
5901-B AMMENDALE ROADBELTSVILLEMD20705PUBLIC CHARITYCIVIC$150,000
CELDF
PO BOX 360MERCERSBURGPA17236PUBLIC CHARITYCIVIC$25,000
CENTER FOR COMMON GROUND
PO BOX 235LADYSMITHVA22501PUBLIC CHARITYCIVIC$40,000
CENTER FOR ECOLOGICAL TECHNOLOGY
112 ELM STPITTSFIELDMA01201PUBLIC CHARITYENVIRONMENTAL$10,000
CENTER FOR MEDIA & DEMOCRACY
PO BOX 259010MADISONWI53725PUBLIC CHARITYNEWS AND INFORMATION$100,000
CENTER FOR RESPONSIVE POLITICS
1300 L ST NW STE 200WASHINGTONDC20005PUBLIC CHARITYCIVIC$25,000
CLEAN WATER FOR NORTH CAROLINA
1070 TUNNEL RD BLDG 4 STE 1ASHEVILLENC28805PUBLIC CHARITYENVIRONMENTAL$25,000
CLEAN WATER FUND
1444 I ST NWWASHINGTONDC20005PUBLIC CHARITYENVIRONMENTAL$20,000
CLIMATE DEFENSE PROJECT
PO BOX 4403VALLEJOCA94950PUBLIC CHARITYENVIRONMENTAL$25,000
CLIMATE DEFIANCE
1201 NEW YORK AVE NWWASHINGTONDC20005PUBLIC CHARITYENVIRONMENTAL$20,000
COALITION FOR GOOD GOVERNANCE
1520 CRESS CTBOULDERCO80304PUBLIC CHARITYCIVIC$25,000
COLUMBUS INSTITUTE FOR CONTEMPORARY JOURNALISM
101021 E BROAD STCOLUMBUSOH43205PUBLIC CHARITYMEDIA$25,000
COMING CLEAN
28 VERNON ST BRATTLEBORO VT 05301BRATTLEBOROVT05301PUBLIC CHARITYENVIRONMENTAL$50,000
CONSORTIUM FOR INDEPENDENT JOURNALISM
2200 WILSON BLVD STE 102231ARLINGTONVA22201PUBLIC CHARITYMEDIA$25,000
CORPORATE WATCH
PO BOX 5473RICHMONDCA94805PUBLIC CHARITYCIVIC$25,000
CURIOUS COMMUNICATIONSL FLANDERS
PO BOX 1565NEW YORKNY10013PUBLIC CHARITYMEDIA & INFORMATION$50,000
DATAKIND
271 CADMAN PL EASTBROOKLYNNY11202PUBLIC CHARITYENVIRONMENTAL$50,000
DEEP SOUTH CTR FOR ENVIRONMETAL JUSTICE
9801 LAKE FOREST BLVDNEW ORLEANSLA70127PUBLIC CHARITYENVIRONMENTAL$60,000
DELAWARE RIVERKEEPER NETWORK
925 CANAL STBRISTOLPA19007PUBLIC CHARITYENVIRONMENTAL$30,000
DEMOCRACY 21
2000 MASSACHUSETTS AVE NWWASHINGTONDC20036PUBLIC CHARITYCIVIC$25,000
DEMOCRACY NOW
PO BOX 1838NEW YORKNY10013PUBLIC CHARITYCIVIC$10,000
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY 460BERKELEYCA94704PUBLIC CHARITYENVIRONMENT$45,000
EARTHWORKS
1601 K ST NWWASHINGTONDC20006PUBLIC CHARITYENVIRONMENTAL$40,000
ENVIRONMENT MASS RESEARCH & POLICY CTR
294 WASHINGTON ST SUITE 500BOSTONMA02108PUBLIC CHARITYENVIRONMENT$10,000
FAIRNESS & ACCURACY IN REPORTING
124 W 30TH ST STE 201NEW YORKNY10001PUBLIC CHARITYNEWS AND INFORMATION$25,000
FOOD & ENVIRONMENT REPORTING NETWORK
5580 FIFTH AVE STE 820NEW YORKNY10036PUBLIC CHARITYENVIRONMENTAL$15,000
FOOD & WATER WATCH
1616 P ST NWWASHINGTONDC20036PUBLIC CHARITYENVIRONMENTAL$45,000
FREE SPEECH FOR PEOPLE
505 WEST 38TH ST UNIT A4AUSTINTX78705PUBLIC CHARITYCIVIC$40,000
GAIA
1958 UNIVERSITY AVEBERKELEYCA94704PUBLIC CHARITYENVIRONMENTAL$60,000
GLOBAL PRESS INSTITUTE
700 PENNSYLVANIA AVE SE STE 2070WASHINGTONDC20003PUBLIC CHARITYMEDIA & INFORMATION$30,000
GRASSROOTS FUND
55 MAIN ST 128NEWMARKETNH03857PUBLIC CHARITYENVIRONMENTAL$200,000
GREEN AMENDMENT FOR THE GENERATIONS
925 CANAL STBRISTOLPA19007PUBLIC CHARITYENVIRONMENTAL$25,000
GREENPEACE FUND
1300 I ST NWWASHINGTONDC20005PUBLIC CHARITYENVIRONMENTAL$35,000
HAVE JUSTICE WILL TRAVEL
9580 VERMONT ROUTE 113VERSHIREVT05079PUBLIC CHARITYCIVIC$10,000
HOUSATONIC RIVER INITIATIVE
PO BOX 321LENOX DALEMA01242PUBLIC CHARITYENVIRONMENTAL$10,000
IN THE PUBLIC INTEREST
1305 FRANKLIN ST - SUITE 501OAKLANDCA94612PUBLIC CHARITYCIVIC$20,000
INSTITUTE FOR AGRICULTURE AND TRADE POLICY
2105 FIRST AVE SOUTHMINNEAPOLISMN55404PUBLIC CHARITYCIVIC$35,000
INSTITUTE FOR PUBLIC ACCURACY & EXPOSE FACTS
1714 FRANKLIN ST 100-133OAKLANDCA94612PUBLIC CHARITYCIVIC$50,000
INTERNATIONAL MEDIA PROJECT - MAKING CONTACT
1714 FRANKLIN ST 100-251OAKLANDCA94612PUBLIC CHARITYMEDIA$25,000
IRONBOUND COMMUNITY CORP
317 ELM STNEWARKNJ07105PUBLIC CHARITYCIVIC$50,000
JUSTICE THROUGH MUSIC
8416 WESTMONT TERBETHESDAMD20817PUBLIC CHARITYCIVIC$40,000
LABOR NETWORK FOR SUSTAINABILITY
PO BOX 5780TAKOMAMD20913PUBLIC CHARITYENVIRONMENTAL$25,000
LEAD AGENCY
223 A ST EMIAMIOK74354PUBLIC CHARITYENVIRONMENTAL$40,000
LOUSIANA BUCKET BRIGADE
4713 CANAL STNEW ORLEANSLA70119PUBLIC CHARITYENVIRONMENTAL$60,000
MAINE PEOPLE'S RESOURCE CENTER
STRAND BUILDING 565 CONGRESS ST 200PORTLANDME04101PUBLIC CHARITYCIVIC$25,000
MAKE ART NOT WAR
1015 N MICHILLINDA AVE APT 301PASADENACA91107PUBLIC CHARITYCIVIC; CREATIVE ART$30,000
MASS PIRG EDUCATION FUND
294 WASHINGTON STBOSTONMA02108PUBLIC CHARITYCIVIC$10,000
MASSACHUSETTS AUDUBON
208 GREAT SOUTH RDLINCOLNMA01773PUBLIC CHARITYENVIRONMENTAL$5,000
MONTANA FREE PRESS
PO BOX 1425HELENAMT59224PUBLIC CHARITYNEWS & INFORMATION$30,000
MOUNTAIN WATERSHED ASSOC
1414 INDIAN CREEK VALLEY RDMELCROFTPA15462PUBLIC CHARITYENVIRONMENTAL$50,000
MOVE TO AMEND EDUCATION FUND
PO BOX 188617SACRAMENTOCA95818PUBLIC CHARITYCIVIC$10,000
MOVEMENT VOTER FUND
37 BRIDGE STREET BOX 749NOERTHAMPTONMA01060PUBLIC CHARITYENVIRONMENTAL$10,000
NATIONAL LAWYERS GUILD
132 NASSAU STNEW YORKNY10038PUBLIC CHARITYCIVIC$20,000
NETROOTS FOUNDATION
4741 CENTRAL AVEKANSAS CITYMO64112PUBLIC CHARITYCIVIC$35,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PUBLIC CHARITYCIVIC$45,000
NEW WORLD FOUND FRACKING FUND
680 WEST END AVE SUITE 1CNEW YORKNY10025PUBLIC CHARITYENVIRONMENTAL$100,000
NEW WORLD FOUNDATION
627 WEST END AVENEW YORKNY10024PUBLIC CHARITYCIVIC$100,000
NY COMMUNITIES FOR CHANGE
470 VANDERBILT AVEBROOKLYNNY11238PUBLIC CHARITYCIVIC$25,000
OIL CHANGE INSTITUTE
714 G STREET 202WASHINGTONDC20003PUBLIC CHARITYENVIRONMENTAL$50,000
OILFRIED WITNESS
301 S ELM STGREENSBORONC27401PUBLIC CHARITYENVIRONMENTAL$25,000
PALAST INVESTIGATIVE FUND
3357 CEHUENGA BLVD W 13LOS ANGELESCA90068PUBLIC CHARITYNEWS & INFORMATION$40,000
PARTNERSHIP FOR CIVIL JUSTICE FUND
617 FLORIDA AVE NWWASHINGTONDC20001PUBLIC CHARITYCIVIC$25,000
POST CARBON INSTITUTE
PO BOX 1143CORVALLISOR97339PUBLIC CHARITYENVIRONMENTAL$20,000
PROJECT OF GOVERNMENT OVERSIGHT
1100 13TH ST NWWASHINGTONDC20005PUBLIC CHARITYCIVIC$60,000
PROTECT DISSENT NETWORKPIPER FUND
303 WYMAN ST SUITE 300WALTHAMMA02451PUBLIC CHARITYCIVIC$50,000
PUBLIC HEALTH WATCH
3908 AVENUE B 103AUSTINTX78751PUBLIC CHARITYCIVIC$25,000
RAILROAD STREET YOUTH PROJECT
60 BRIDGE STGREAT BARRINGTONMA01230PUBLIC CHARITYEDUCATIONAL$15,000
RISE UP ALTERNATIVE RADIO
PO POX 551BOULDERCO80306PUBLIC CHARITYMEDIA$20,000
ROOTS ACTION EDUCATION CENTER
1500 WEST EL CAMINO AVE 370SACRAMENTOCA95833PUBLIC CHARITYMEDIA & INFORMATION$10,000
SCHUMACHER CENTER FOR A NEW ECONOMICS
140 JUG END RDGREAT BARRINGTONMA01230PUBLIC CHARITYCIVIC$50,000
SCIENCE & ENVIR HEALTH NETWORK
PO BOX 50733EUGENEOR97405PUBLIC CHARITYENVIRONMENTAL$210,000
SEVEN DIRECTION OF SVCEASTERN WOODLAND
5123 N HWY 119MEBANENC273029397PUBLIC CHARITYCIVIC$25,000
SHEFFIELD LAND TRUST
96 MAIN STSHEFFIELDMA01257PUBLIC CHARITYENVIRONMENTAL$50,000
SLINGSHOT FUND
445 PARK AVE STE 16ANEW YORKNY10022PUBLIC CHARITYENVIRONMENTAL$20,000
SOCIAL GOOD FUND
12651 SAN PABLO AVERICHMONDCA94805PUBLIC CHARITYCIVIC$25,000
SOCM
2507 MINERAL SPRINGS AVE STE DKNOXVILLETN37917PUBLIC CHARITYCIVIC$30,000
SOLIDAIRE
15 RESEARCH DR STE BAMHERSTMA01002PUBLIC CHARITYCIVIC$50,000
SOUL FIRE FARM INSTITUTE
1972 NY HIGHWAY 2PETERSBURGHNY12138PUBLIC CHARITYENVIRONMENTAL$40,000
STORY OF STUFF
1442A WALNUT ST 272BERKELEYCA94709PUBLIC CHARITYENVIRONMENTAL$90,000
SUSTAINABLE MARKETS FOUNDATION
45 W 36TH ST 6TH FLNEW YORKNY10018PUBLIC CHARITYCIVIC$177,000
TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
105 WEST RIVERSIDE DRAUSTINTX78704PUBLIC CHARITYENVIRONMENTAL$40,000
TEXAS HEALTH & ENV ALLIANCE
105 WEST RIVERSIDE DRAUSTINTX78704PUBLIC CHARITYENVIRONMENTAL$25,000
THE OTHER 98 ACTION
3519 NE 15TH AVE 583PORTLANDOR97212PUBLIC CHARITYCIVIC$85,000
THIRD ACT EDUCATION FUND
PO BOX 505NASSAUNY12123PUBLIC CHARITYENVIRONMENTAL$40,000
TRUE NORTH RESEARCH
1592 N COAST HWY 101ENCINITASCA92024PUBLIC CHARITYENVIRONMENTAL$250,000
TRUTHOUT
PO BOX 276414SACRAMENTOCA95827PUBLIC CHARITYENVIRONMENTAL$40,000
UNKOCH MY CAMPUSESSENTIAL INFORMATION
PO BOX 19405WASHINGTONDC20036PUBLIC CHARITYENVIRONMENTAL$85,000
VIRGINIA ORGANIZING
703 CONCORD AVECHARLOTTESVILLEVA22903PUBLIC CHARITYCIVIC$25,000
WAMC
PO BOX 66600ALBANYNY12206PUBLIC CHARITYMEDIA & INFORMATION$5,000
WASHINGTON SPECTATORPUBLIC CONCERN FOUNDATION
105 HUDSON ST SUITE 407NEW YORKNY10013PUBLIC CHARITYCIVIC$25,000
WASHINGTON TOXICS COALITION
4649 SUNNYSIDE AVE N 540SEATTLEWA98103PUBLIC CHARITYENVIRONMENTAL$25,000
WEST VIRGINIA RIVERS COALITION
3501 MACCORKLE AVE SECHARLESTONWV25304PUBLIC CHARITYENVIRONMENTAL$50,000
WESTERN MINING ACTION NETWORK
PO BOX 31037BILLINGSMT59107PUBLIC CHARITYENVIRONMENTAL$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,542,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,195,441ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,435,132ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,108,523RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,630,573ExclusionAmt
Related Or Exempt Function Incm$2,108,523RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,739,096TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementASSETS USED TO MAKE FOUNDATION GRANTS WERE INVESTED FOR GROWTH.RelationshipStatementTxt

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 PersonBENJAMIN FRIEDMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1120 KELLOG ROADAddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,740,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,000Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK AT COST - SCHEDULES AVAILABLE UPON REQUESTStockNm
EOY Book Value$62,137,940EOYBookValueAmt
EOYFMV$90,480,056EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$447$447$0
BANK CHARGES$205$0$205
CONSULTING$77,700$0$77,700
INVESTMENT MANAGEMENT FEES$224,146$224,146$0
OFFICE EXPENSE$2,011$0$2,012

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOANS PAYABLEDesc
BOY Book Value$2,112,209BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBENJAMIN FRIEDMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 KELLOGG ROADAddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$20,000$0$0
FILING FEE$500$0$500
FOREIGN TAXES$9,266$9,266$0

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