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FOUNDATION FOR SOCIAL RESPONSIBLITY: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR SOCIAL RESPONSIBLITY (EIN 26-1617166)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-14
IRS object ID
201440459349100019
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-14T18:47:34-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN942763139EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BERGER LEWIS ACCOUNTANCY CORPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1740 FRONT STREET SUITE 365AddressLine1
CitySANTA CRUZCity
StateCAState
ZIP Code950604550ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN261617166EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION FOR SOCIAL RESPONSIBILITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFOUNNameControl
Phone8314210205Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1343 SOQUEL AVENUE PMB 216AddressLine1
CitySANTA CRUZCity
StateCAState
ZIP Code95062ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARTIN RISTName
TitleEXECUTIVE DIRECTORTitle
Phone8314210205Phone
Date Signed2013-11-26DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFRANK MINUTIName
PTINP00410978PTIN
Phone8314236500Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY9536FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss82975ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses82976TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss34AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps34AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss2072OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1120OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps952OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2106TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1120TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps986TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss80633ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps80633ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss82739TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1120TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps81619TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses237ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY9299CashBOY
Cash EOY9536CashEOY
Cash EOYFMV9536CashEOYFMV
Total Assets BOY9299TotalAssetsBOY
Total Assets EOY9536TotalAssetsEOY
Total Assets EOYFMV9536TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY9299UnrestrictedBOY
Unrestricted EOY9536UnrestrictedEOY
Total Net Assets BOY9299TotalNetAssetsBOY
Total Net Assets EOY9536TotalNetAssetsEOY
Total Liabilities Net Assets BOY9299TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY9536TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY9299TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses237ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal9536Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY9536TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year192379QualifyingDistributionsYear1
Noncharitable Assets Year1310NoncharitableAssetsYear1
Distribution Ratio Year1297.996774DistributionRatioYear1
Qualifying Distributions Year275010QualifyingDistributionsYear2
Noncharitable Assets Year25481NoncharitableAssetsYear2
Distribution Ratio Year213.685459DistributionRatioYear2
Qualifying Distributions Year349816QualifyingDistributionsYear3
Noncharitable Assets Year35861NoncharitableAssetsYear3
Distribution Ratio Year38.499573DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year40NoncharitableAssetsYear4
Distribution Ratio Year40.000000DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year50NoncharitableAssetsYear5
Distribution Ratio Year50.000000DistributionRatioYear5
Total Distribution Ratio320.181806TotalDistributionRatio
Average Distribution Ratio64.036361AverageDistributionRatio
Net Noncharitable Assets9277NetNoncharitableAssets
Adjusted Noncharitable Assets594065AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One594065AdjNonchrtblAssetsAndOnePct
Qualifying Distributions81619QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.FOUNDATIONFORSR.ORGWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTIN RISTBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8314210205BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1343 SOQUEL AVENUE PMB 216AddressLine1
CitySANTA CRUZCity
StateCAState
ZIP Code95062ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARTIN RIST
343 SOQUEL AVE PMB 216SANTA CRUZCA95062EXECUTIVE DIRECTOR1.00000
BONNIE BRUNET
343 SOQUEL AVE PMB 216SANTA CRUZCA95062DIRECTOR1.00000
ERIK RIST
343 SOQUEL AVE PMB 216SANTA CRUZCA95062DIRECTOR1.00000
JOHN SWEETEN
343 SOQUEL AVE PMB 216SANTA CRUZCA95062DIRECTOR1.00000
THOMAS DAVIES JR
343 SOQUEL AVE PMB 216SANTA CRUZCA95062DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances9418AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets9418TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets9418AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable141CashDeemedCharitable
Net Noncharitable Assets9277NetNoncharitableAssets
Minimum Investment Return464MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return464MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj464DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded464DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted464DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions81619ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions81619QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions81619AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted464DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year274736ExcessDistriCarryoverYear2
Excess Distri Carryover Year192363ExcessDistriCarryoverYear1
Total Excess Distri Carryover167099TotalExcessDistriCarryover
Qualifying Distributions81619QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year464AppliedToCurrentYear
Remaining Distri From Corpus81155RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus248254TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year248254ExcessDistriCyovToNextYear
Excess From Year274736ExcessFromYear2
Excess From Year192363ExcessFromYear1
Excess From Current Year81155ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientForeignAddress/AddressLine1CountryRecipientForeignAddress/CountryRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationship
CENTRO ESCOLAR HERMANOS DUNKLEE
SEE STATEMENT 5NUORGANIZATIONPROVIDE SCHOOL WITH RESOURCES TO PAY TEACHERS AND SUPPORT CHILDREN.$79,133
STEPHANIE BOURCIER
PROVIDE MEDICAL SUPPLIES FOR HEALTH MISSION IN HAITI.$1,50019505 MAIN BLVDLOS GATOSCA95033NONE
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year80633TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualRIST BRUNET FAMILY TRUSTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1343 SOQUEL AVENUE PMB 216AddressLine1
CitySANTA CRUZCity
StateCAState
ZIP Code95062ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions82975AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$34Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps34DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES20371120917
LICENSES & FILING FEES35035

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