RIFF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RIFF FOUNDATION (EIN 81-5214407)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349102886
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T16:58:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320577874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allworth Tax Solutions | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 Palladio Parkway Ste 501 | AddressLine1Txt |
| City | Folsom | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815214407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIFF | BusinessNameControlTxt |
| Phone | 6175739061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 961510 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Kohlberg | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6175739061 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Allworth Tax Solutions | PreparerPersonNm |
| PTIN | P01730806 | PTIN |
| Phone | 9256852911 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,072,524 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,684,227 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $221,302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $221,302 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $610,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $695,335 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$239 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $112,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,335,101 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,819 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,005 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,005 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,626,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $990,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,670 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $21,562 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,153 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,626 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $598,763 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $309,979 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $176,788 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,857 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,133 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,661 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $746,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $351,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178,490 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,967,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,967,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,714,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $351,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,145,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,087,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $638,632 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $215,569 | CashBOYAmt |
| Cash EOY | $2,814,308 | CashEOYAmt |
| Cash EOYFMV | $2,814,308 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $19,742 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,417 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,417 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $12,363,107 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,300,822 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,300,822 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,329,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,757,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,757,962 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,142,708 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,142,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,142,270 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $132,732 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,745 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,745 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,203,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,072,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,072,524 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,033 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,638 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $34,660 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $47,769 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,407 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,163,996 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,011,117 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,163,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,011,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,203,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,072,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,163,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,087,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $934,625 | OtherIncreasesAmt |
| Subtotal | $32,011,117 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,011,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERICAN STS WTR CO | 2024-01-19 | 2024-11-20 | $62,470 | $56,736 | $5,734 | $5,734 | |
| AMERICAN STS WTR CO | 2022-10-21 | 2024-11-20 | $339 | $322 | $17 | $17 | |
| AMERICAN STS WTR CO | 2022-08-19 | 2024-11-20 | $1,185 | $1,239 | -$54 | -$54 | |
| AMERICAN STS WTR CO | 2022-05-13 | 2024-11-20 | $5,417 | $4,962 | $455 | $455 | |
| AMERICAN STS WTR CO | 2022-04-22 | 2024-11-20 | $15,237 | $15,311 | -$74 | -$74 | |
| AMERICAN STS WTR CO | 2022-01-06 | 2024-11-20 | $8,380 | $9,938 | -$1,558 | -$1,558 | |
| AMERICAN STS WTR CO | 2020-12-24 | 2024-11-20 | $12,020 | $11,066 | $954 | $954 | |
| AMERICAN STS WTR CO | 2020-11-25 | 2024-11-20 | $7,957 | $7,186 | $771 | $771 | |
| AMERICAN STS WTR CO | 2020-10-06 | 2024-11-20 | $7,703 | $6,977 | $726 | $726 | |
| AMERICAN STS WTR CO | 2020-07-14 | 2024-11-20 | $13,205 | $12,154 | $1,051 | $1,051 | |
| AMERICAN STS WTR CO | 2020-01-29 | 2024-11-20 | $8,719 | $9,327 | -$608 | -$608 | |
| AMERICAN STS WTR CO | 2019-12-03 | 2024-11-20 | $18,115 | $18,161 | -$46 | -$46 | |
| AMERICAN STS WTR CO | 2019-06-17 | 2024-11-20 | $18,115 | $15,858 | $2,257 | $2,257 | |
| SAFETY INS GROUP INC | 2023-08-08 | 2024-11-20 | $67,031 | $58,406 | $8,625 | $8,625 | |
| SAFETY INS GROUP INC | 2022-10-21 | 2024-11-20 | $2,240 | $2,178 | $62 | $62 | |
| SAFETY INS GROUP INC | 2022-08-19 | 2024-11-20 | $415 | $478 | -$63 | -$63 | |
| SAFETY INS GROUP INC | 2022-05-13 | 2024-11-20 | $2,904 | $2,928 | -$24 | -$24 | |
| SAFETY INS GROUP INC | 2022-01-06 | 2024-11-20 | $21,569 | $22,428 | -$859 | -$859 | |
| SAFETY INS GROUP INC | 2020-12-24 | 2024-11-20 | $10,619 | $10,066 | $553 | $553 | |
| SAFETY INS GROUP INC | 2020-11-25 | 2024-11-20 | $3,650 | $3,272 | $378 | $378 | |
| SAFETY INS GROUP INC | 2020-10-06 | 2024-11-20 | $11,780 | $9,611 | $2,169 | $2,169 | |
| SAFETY INS GROUP INC | 2020-07-14 | 2024-11-20 | $16,094 | $15,158 | $936 | $936 | |
| SAFETY INS GROUP INC | 2020-01-29 | 2024-11-20 | $22,150 | $24,938 | -$2,788 | -$2,788 | |
| SAFETY INS GROUP INC | 2019-12-03 | 2024-11-20 | $11,116 | $12,870 | -$1,754 | -$1,754 | |
| SAFETY INS GROUP INC | 2019-06-17 | 2024-11-20 | $11,116 | $12,751 | -$1,635 | -$1,635 | |
| CALVERT IMPACT CAPIT 3% 06/28/2024 | 2019-06-28 | 2024-06-28 | $250,000 | $250,000 | $0 | $0 | |
| CALVERT IMPACT CAPIT 3% 06/28/2024 | 2019-06-28 | 2024-06-28 | $250,000 | $250,000 | $0 | $0 | |
| CALVERT IMPACT CAPIT 3% 06/28/2024 | 2019-06-28 | 2024-06-28 | $250,000 | $250,000 | $0 | $0 | |
| US TREASURY 2.75% 02/15/2024 | 2022-11-22 | 2024-02-15 | $5,000,000 | $4,917,052 | $82,948 | $82,948 | |
| ETSY INC | 2022-10-21 | 2024-02-15 | $4,691 | $5,962 | -$1,271 | -$1,271 | |
| ETSY INC | 2022-05-13 | 2024-02-15 | $1,538 | $1,837 | -$299 | -$299 | |
| ETSY INC | 2022-04-22 | 2024-02-15 | $154 | $196 | -$42 | -$42 | |
| SALESFORCE INC | 2020-11-25 | 2024-01-18 | $108,931 | $100,775 | $8,156 | $8,156 | |
| SALESFORCE INC | 2020-11-23 | 2024-01-18 | $9,329 | $8,744 | $585 | $585 | |
| ETSY INC | 2023-08-08 | 2024-01-18 | $36,133 | $42,521 | -$6,388 | -$6,388 | |
| ETSY INC | 2022-09-09 | 2024-01-18 | $3,023 | $4,863 | -$1,840 | -$1,840 | |
| ETSY INC | 2022-08-19 | 2024-01-18 | $2,267 | $3,532 | -$1,265 | -$1,265 | |
| ETSY INC | 2022-04-22 | 2024-01-18 | $13,121 | $18,743 | -$5,622 | -$5,622 | |
| ETSY INC | 2022-04-20 | 2024-01-18 | $9,342 | $14,711 | -$5,369 | -$5,369 | |
| ETSY INC | 2022-01-06 | 2024-01-18 | $8,381 | $22,685 | -$14,304 | -$14,304 | |
| ETSY INC | 2021-05-06 | 2024-01-18 | $10,716 | $24,340 | -$13,624 | -$13,624 | |
| Capital Losses from Pass-Through Entities | 2024-01-01 | 2024-12-31 | $17,929 | $17,929 | $17,929 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,819 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,877 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,877 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,877 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,378 | 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 | $17,378 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,501 | OverpaymentAmt |
| Applied To ES Tax | $8,501 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | https://radicalimaginationfoundation.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175739061 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 961510 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Nancy Vinal | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | President | 5.00 | $0 | $0 | $0 |
| Pamela Kohlberg | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | Treasurer | 5.00 | $0 | $0 | $0 |
| Samuel Vinal | ||||||||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 | Secretary | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| Sunrise Strategic Advisors LLC | |||||||||
| 6 Signal Hill Road | Wallingford | CT | 06492 | Program Consultant and Investement Monitoring | $169,940 | ||||
| Kindle Project | |||||||||
| 1000 Cordova Place | Santa Fee | NM | 87505 | Program Consultant | $75,000 | ||||
| Karina Ramos | |||||||||
| Program Consultant | $58,360 | 64 Helmsdale Drive | Ottawa | Ontario | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $30,878,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,107,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,986,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,986,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $494,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,491,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,624,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,624,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,877 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,877 | TotalTaxAmt |
| Distributable Before Adj | $1,615,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,615,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,615,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,145,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,145,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,615,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,138,964 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,313,158 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,274,933 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,976,365 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,972,661 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,676,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,145,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,615,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,530,285 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,206,366 | 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 | $1,138,964 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,067,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,313,158 | ExcessFromYear4Amt |
| Excess From Year3 | $4,274,933 | ExcessFromYear3Amt |
| Excess From Year2 | $5,976,365 | ExcessFromYear2Amt |
| Excess From Year1 | $5,972,661 | ExcessFromYear1Amt |
| Excess From Current Year | $5,530,285 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amalgamated Charitable Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K Street Northwest | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General support | GrantOrContributionPurposeTxt |
| Amt | $6,967,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,967,500 | 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 | $221,302 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $610,258 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$239 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,183 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other K-1 Income | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$239 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $942,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $942,499 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Nancy S Kohlberg Administrative Trust | |||||||
| 1 | 84 Business Park Drive No 304 | Armonk | NY | 10504 | $700,000 | Yes (X) | |
| Marital Trust fbo Nancy S Kohlberg | |||||||
| 2 | 84 Business Park Drive No 304 | Armonk | NY | 10504 | $1,700,000 | Yes (X) | |
| Marital Trust fbo Nancy S Kohlberg | |||||||
| 3 | 84 Business Park Drive No 304 | Armonk | NY | 10504 | $631,494 | Yes (X) | |
| Marital Trust fbo Nancy S Kohlberg | |||||||
| 4 | 84 Business Park Drive No 304 | Armonk | NY | 10504 | $366,376 | Yes (X) | |
| Marital Trust (MT) Investors | |||||||
| 5 | 84 Business Park Drive No 304 | Armonk | NY | 10504 | $213,357 | Yes (X) | |
| Pamela Kohlberg | |||||||
| 6 | 6 Beacon Street Ste 920 | Boston | MA | 02108 | $2,073,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 2.5% interest in General Atlantic 2015 | $631,494 | 2024-01-01 |
| 4 | 2.5% interest in Kohlberg Partners VIII and 2.5% interest in Kohlberg Partners IX | $366,376 | 2024-04-01 |
| 5 | 2.5% interest in MT Investors | $213,357 | 2024-03-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & Tax Fees | CategoryTxt |
| Amt | $49,153 | Amt |
| Net Investment Income | $8,626 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $682,895 | $682,895 |
| ADOBE INC | $186,766 | $186,766 |
| AUTOMATIC DATA PROCESSIN | $567,603 | $567,603 |
| ADYEN N V ORDF | $307,992 | $307,992 |
| SMITH A O CORP | $263,086 | $263,086 |
| BADGER METER INC | $179,878 | $179,878 |
| BROADRIDGE FINL SOLUTION | $135,654 | $135,654 |
| CANADIAN NATL RY CO F | $384,114 | $384,114 |
| COSTCO WHSL CORP NEW | $592,827 | $592,827 |
| SALESFORCE INC | $401,530 | $401,530 |
| CALIFORNIA WTR SVC GROUP | $155,210 | $155,210 |
| DANAHER CORP | $285,790 | $285,790 |
| DIGITAL RLTY TR INC REIT | $414,243 | $414,243 |
| EASTERN BANKSHARES INC | $265,771 | $265,771 |
| EATON CORP PLC F | $453,666 | $453,666 |
| FEDEX CORP | $337,315 | $337,315 |
| HOME DEPOT INC | $427,500 | $427,500 |
| IDEXX LABS INC | $280,312 | $280,312 |
| IDEX CORP | $381,745 | $381,745 |
| INFINEON TECHNOLOGIES FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $278,087 | $278,087 |
| INTUIT | $497,144 | $497,144 |
| KUBOTA LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $152,445 | $152,445 |
| LINDE PLC F | $583,626 | $583,626 |
| MICROSOFT CORP | $677,351 | $677,351 |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $420,552 | $420,552 |
| NOVONESIS A S ORDF | $278,524 | $278,524 |
| RECRUIT HLDGS CO LTD FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $209,550 | $209,550 |
| STRAUMANN HOLDING ORDF | $352,601 | $352,601 |
| SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $424,918 | $424,918 |
| SPROUTS FMRS MKT INC | $255,792 | $255,792 |
| SONOVA HOLDING AG ORDF | $308,279 | $308,279 |
| STRYKER CORP | $627,927 | $627,927 |
| TJX COS INC NEW | $500,033 | $500,033 |
| TOMRA SYSTEMS ASA ORDF | $157,755 | $157,755 |
| UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $524,645 | $524,645 |
| VERALTO CORP | $275,606 | $275,606 |
| WINMARK CORP | $78,614 | $78,614 |
| XYLEM INC | $344,115 | $344,115 |
| ZOOM COMMUNICATIONS INC CLASS A | $106,501 | $106,501 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,300,822 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,300,822 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Coastal Enterprises 3% due 9/30/2026 | FMV | $150,000 | $150,000 |
| CFNE 2% due 10/1/24 | FMV | $150,000 | $150,000 |
| Communities Unlimited 1.25% due 11/11/27 | FMV | $75,000 | $75,000 |
| RCAC 2% due 11/30/25 | FMV | $150,000 | $150,000 |
| CA Farmlink 1% due 12/11/26 | FMV | $150,000 | $150,000 |
| Shared Capital 3% due 2/23/26 | FMV | $150,000 | $150,000 |
| First Nations Oweesta Note 0.75% Due 10/01/2025 | FMV | $150,000 | $150,000 |
| Ujima Fund Umoja Note 0% interest Due 5/1/2026 | FMV | $100,000 | $100,000 |
| Seed Commons floating rate note Due 10/30/25 | FMV | $141,234 | $141,234 |
| Seed Commons floating rate note Due 10/30/26 | FMV | $100,000 | $100,000 |
| Community Vision note 0.5% due 10/31/2025 | FMV | $150,000 | $150,000 |
| LEAF Note 2.5% Due 10/31/24 | FMV | $200,000 | $200,000 |
| CD & Money Market | FMV | $1,373,332 | $1,373,332 |
| General Atlantic | FMV | $547,593 | $547,593 |
| Fieldpoint Equity | FMV | $1,746 | $1,746 |
| Kohlberg & Co fund IX | FMV | $193,136 | $193,136 |
| Kohlberg & Co fund VIII | FMV | $162,147 | $162,147 |
| MT Investors | FMV | $198,082 | $198,082 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $38,670 | LegalFeesAmt |
| Net Investment Income | $21,562 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Int/Div Receivable | $132,732 | $47,649 | $47,649 |
| Other Receivable | $96 | $96 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Telephone & Communications | $4,937 | $0 | $0 |
| Bank Charges | $1,840 | $0 | $0 |
| Licenses & Fees | $236 | $0 | $0 |
| Foreign Taxes | $10,299 | $10,299 | $0 |
| Deferred Tax Expense | $13,109 | $0 | $0 |
| Board Meetings | $6,794 | $0 | $569 |
| Excise Taxes | $10,445 | $0 | $0 |
| Insurance | $3,453 | $0 | $0 |
| Training & Education | $60 | $0 | $0 |
| Foreign Taxes from K1s | $1,114 | $1,114 | $0 |
| K-1 Rental Loss | $248 | $248 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other K-1 Income | Desc |
| Revenue And Expenses Per Books | -$1,005 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$1,005 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains and (Losses) | Desc |
| Amt | $934,625 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Tax Liability | Desc |
| BOY Book Value | $34,660 | BOYBookValueAmt |
| EOY Book Value | $47,769 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Professional Services | $303,300 | $32,132 | $159,288 |
| Honoraria | $17,500 | $0 | $17,500 |
| Investment Management Fees | $274,984 | $274,984 | $0 |
| Other Investment Expenses from K1s | $2,979 | $2,863 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Pamela Kohlberg | |||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 |
| Nancy Vinal-Rocha | |||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 |
| Jon Vinal | |||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 |
| Sam Vinal | |||
| 6 Beacon Street Ste 920 | Boston | MA | 02108 |
| Nancy S Kohlberg Administrative Tru | |||
| 84 Business Park Drive No 304 | Armonk | NY | 10504 |
| Marital Trust fbo Nancy S Kohlberg | |||
| 84 Business Park Drive No 304 | Armonk | NY | 10504 |
| Marital Trust MT Investors | |||
| 84 Business Park Drive No 304 | Armonk | NY | 10504 |
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