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FOUNDATION FOR SOCIAL RESPONSIBLITY: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR SOCIAL RESPONSIBLITY (EIN 26-1617166)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-03-27
IRS object ID
201320869349100407
Schema version
2011v1.5
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)
Timestamp2013-03-27T20:44:32-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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 Signed2013-02-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFRANK MINUTIName
PTINP00410978PTIN
Phone8314236500Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY9299FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss95465ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses95467TotalRevenueAndExpenses
Total Net Investment Income2TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss2352OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1339OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps1013OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2352TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1339TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1013TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss91366ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps91366ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss93718TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1339TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps92379TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses1749ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY7550CashBOY
Cash EOY9299CashEOY
Cash EOYFMV9299CashEOYFMV
Total Assets BOY7550TotalAssetsBOY
Total Assets EOY9299TotalAssetsEOY
Total Assets EOYFMV9299TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY7550UnrestrictedBOY
Unrestricted EOY9299UnrestrictedEOY
Total Net Assets BOY7550TotalNetAssetsBOY
Total Net Assets EOY9299TotalNetAssetsEOY
Total Liabilities Net Assets BOY7550TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY9299TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY7550TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses1749ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal9299Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY9299TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year175010QualifyingDistributionsYear1
Noncharitable Assets Year15481NoncharitableAssetsYear1
Distribution Ratio Year113.685459DistributionRatioYear1
Qualifying Distributions Year249816QualifyingDistributionsYear2
Noncharitable Assets Year25861NoncharitableAssetsYear2
Distribution Ratio Year28.499573DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year40NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year50NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio22.185032TotalDistributionRatio
Average Distribution Ratio4.437006AverageDistributionRatio
Net Noncharitable Assets310NetNoncharitableAssets
Adjusted Noncharitable Assets1375AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1375AdjNonchrtblAssetsAndOnePct
Qualifying Distributions92379QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
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 Balances315AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets315TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets315AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable5CashDeemedCharitable
Net Noncharitable Assets310NetNoncharitableAssets
Minimum Investment Return16MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return16MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj16DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded16DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted16DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions92379ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions92379QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions92379AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted16DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year174736ExcessDistriCarryoverYear1
Total Excess Distri Carryover74736TotalExcessDistriCarryover
Qualifying Distributions92379QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year16AppliedToCurrentYear
Remaining Distri From Corpus92363RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus167099TotalCorpus
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 Year167099ExcessDistriCyovToNextYear
Excess From Year174736ExcessFromYear1
Excess From Current Year92363ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientForeignAddress/AddressLine1CountryRecipientForeignAddress/CountryRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCode
CENTRO ESCOLAR HERMANOS DUNKLEE
SEE STATEMENT 5NUN/AORGANIZATIONPROVIDE SCHOOL WITH RESOURCES TO PAY TEACHERS AND SUPPORT CHILDREN.$86,366
WESTERN SERVICE WORKERS ASSOCIATION
N/AORGANIZATIONPROVIDE SUPPORT (FOOD, MEDICAL, DENTAL, COUNSELING, LEGAL) FOR LOW-INCOME WORKERS.$5,0001012 MISSION STREETSANTA CRUZCA95060
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year91366TotGrantOrContriPaidDuringYear
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$2ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$2ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2TotalPartXVIA

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 Contributions90000AggregateContributions
Person Contribution TypeXPersonContributionType

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierRECIPIENT'S FULL ADDRESSIdentifier
Return Reference990-PF, PART XV, LINE 3AReturnReference
ExplanationTHE ADDRESS ON P.11, PART XV, LINE 3A IS CUT OFF BY THE SOFTWARE. THE COMPLETE ADDRESS FOR THE GRANT RECIPIENT IS:CENTRO ESCOLAR HERMANOS DUNKLEE#2 CALLE DEL POZO MUNICIPALBARRIO CAMILO ORTEGALAS BRISAS, MANAGUA, NICARAGUACENTRAL AMERICAExplanation

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES133913390
LICENSES & FILING FEES2100210
OFFICE SUPPLIES8030803

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