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FOUNDATION FOR SOCIAL RESPONSIBLITY: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR SOCIAL RESPONSIBLITY (EIN 26-1617166)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-02-09
IRS object ID
202610409349100011
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)
Return2026-02-09T08:54:39-08:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Heather Babcock CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7028AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95061ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261617166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Foundation for Social ResponsibilityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone2077493467PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1343 Soquel Avenue PMB 216AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMartin RistPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2026-02-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHeather BabcockPreparerPersonNm
PTINP00081647PTIN
Phone8314263400PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Net Invst Incm$1,538InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$25,374DividendsNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$26,912TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,036AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,036AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$11InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$11InterestDsbrsChrtblAmt
Taxes Rev And Expnss$263TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$263TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$151OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$151OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,461TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,461TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,161TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,161ExcessRevenueOverExpensesAmt
Net Investment Income$26,912NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$83,678CashBOYAmt
Cash EOY$50,863CashEOYAmt
Sav And Temp Cash Invst BOY$568,896SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$580,808SavAndTempCashInvstEOYAmt
Total Assets BOY$652,574TotalAssetsBOYAmt
Total Assets EOY$631,671TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,654AccountsPayableBOYAmt
Total Liabilities BOY$1,654TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$650,920NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$631,671NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$650,920TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$631,671TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$652,574TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$631,671TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$650,920TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,161ExcessRevenueOverExpensesAmt
Other Increases$26,912OtherIncreasesAmt
Subtotal$631,671SubtotalAmt
Tot Net Ast Or Fund Balances EOY$631,671TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$374InvestmentIncomeExciseTaxAmt
Subtotal$374SubtotalAmt
Tax Based On Investment Income$374TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$353ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$353TotalPaymentsAndCreditsAmt
Tax Due$21TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.foundationforsr.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8314210205PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1343 Soquel Ave PMB 216AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Martin Rist
343 Soquel Avenue PMB 216Santa CruzCA95062Executive Dir.1.00$0
Bonnie Brunet
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
Erik Rist
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
John Sweeten
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
Thomas Davies Jr
343 Soquel Avenue PMB 216Santa CruzCA95062Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$374TaxBasedOnInvestmentIncomeAmt
Total Tax$374TotalTaxAmt
Distributable Before Adj$374DistributableBeforeAdjAmt
Distributable Before Ded$374DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,161ExpensesAndContributionsAmt
Qualifying Distributions$46,161QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$96,495ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,493ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$35,975ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$49,914ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$72,631ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$302,508TotalExcessDistributionCyovAmt
Qualifying Distributions$46,161QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$46,161RemainingDistriFromCorpusAmt
Total Corpus$348,669TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$96,495ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$252,174ExcessDistriCyovToNextYrAmt
Excess From Year4$47,493ExcessFromYear4Amt
Excess From Year3$35,975ExcessFromYear3Amt
Excess From Year2$49,914ExcessFromYear2Amt
Excess From Year1$72,631ExcessFromYear1Amt
Excess From Current Year$46,161ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMartin RistContributingManagerNm
Contributing ManagerBonnie BrunetContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Second Harvest of Santa Cruz
800 Ohlone PkwyWatsonvilleCA95076N/APCSupport for General Mission$5,000
Habitat for Humanity
322 West Lamar StreetAmericusGA31709N/APCSupport for General Mission$3,000
Public Citizen
1600 20th Street NWWashingtonDC20009N/APCSupport for General Mission$1,000
Planned Parenthood
PO Box 97166WashingtonDC20090N/APCSupport for General Mission$2,000
Doctors without Borders
40 Rector Street 16th floorNew YorkNY10006N/APCSupport for General Mission$3,000
Mother Jones Foundation
PO Box 8540Big SandyTX75755N/APCSupport for general mission$2,000
Pro Publica
155 Avenue of the Americas 13th flNew YorkNY10013N/APCSupport for general mission$1,000
Immigration Equality
40 Exchange Pl 1705New YorkNY10005N/APCSupport for general mission$1,000
Heifer International
1 World AveLittle RockAR72202PCSupport for general mission$1,100
National Domestic Alliance
45 Broadway STE 2240New YorkNY10006PCSupport for general mission$2,500
Envision Freedom Fund
81 Court St 6th FloorBrooklynNY11201PCSupport for general mission$1,000
Center for Investigative Reporting
PO Box 584San FranciscoCA94104PCSupport for general mission$1,000
South Portland Food Cupboard
130 Thadeus StSo PortlandME04106PCSupport for general mission$15,000
International Rescue Committee
PO Box 6068Albert LeaMN56007PCSupport for general mission$1,000
Give Well
1714 Franklin St 100335OaklandCA94612PCSupport for general mission$5,000
Welfare Warriors
55 Hereford Catdal StNew YorkNY10006PCSupport for general mission$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,700TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax PrepCategoryTxt
Amt$1,036Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,036DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Charges$26$26
Filing Fees$125$125

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescInvestment IncomeDesc
Amt$26,912Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederalCategoryTxt
Amt$263Amt
Disbursements Charitable Prps$263DisbursementsCharitablePrpsAmt

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