REIS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- REIS FOUNDATION INC (EIN 31-1486993)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202243199349107549
- Schema version
- 2021v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:08:39-08:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592142260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER SMITH LEONARD Et Al | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E Kennedy Blvd Suite 1460 | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311486993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Reis Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIS | BusinessNameControlTxt |
| Phone | 3104184552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 Baltimore National Pike A7310 | AddressLine1Txt |
| City | Ellicott City | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela P Reis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Pamela P | PersonFirstNm |
| Person Last | Reis | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan O Thompson | PreparerPersonNm |
| PTIN | P00276728 | PTIN |
| Phone | 8134904490 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,687,194 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $85,325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $290,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $290,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $611,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,162,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $611,294 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $986,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $986,904 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $594 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $594 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,737 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,368 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,369 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,076 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,768 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,677 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,822 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,672 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,189 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,962,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,962,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,047,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,016,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,060,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $978,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,636 | CashBOYAmt |
| Cash EOY | $97,403 | CashEOYAmt |
| Cash EOYFMV | $97,403 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,030,945 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,738,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,738,134 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $350,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $2 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,372,653 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,526,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,645,794 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,132,593 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,106,859 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,705,861 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $16,025,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,969,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,687,194 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $4,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $4,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,025,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,965,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,025,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,965,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,025,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,969,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,025,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,060,593 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,965,236 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,965,236 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP Morgan Publicly Traded Securities | P | 2019-01-01 | 2021-12-31 | $1,500,000 | $1,500,108 | -$108 | -$108 |
| Morgan Stanley Publicly Traded Security | P | 2019-01-01 | 2021-12-31 | $662,188 | $50,786 | $611,402 | $611,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $611,294 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,597 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,597 | SubtotalAmt |
| Tax Based On Investment Income | $13,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $20,803 | OverpaymentAmt |
| Applied To ES Tax | $20,803 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela Reis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104184552 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 Baltimore National Pike A7310 | AddressLine1Txt |
| City | Ellicott City | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210423673 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Perryn Reis | ||||||
| 10045 Baltimore National Pike | Ellicott City | MD | 210423673 | Vice President | 2.00 | $0 |
| Blythe G Reis | ||||||
| 10045 Baltimore National Pike | Ellicott City | MD | 210423673 | Secretary | 2.00 | $0 |
| Pamela P Reis | ||||||
| 10045 Baltimore National Pike | Ellicott City | MD | 210423673 | President | 4.00 | $0 |
| Kyle C Reis | ||||||
| 10045 Baltimore National Pike | Ellicott City | MD | 210423673 | Chairman & Trea | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,633,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,178,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $468,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,281,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $24,281,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $364,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,916,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,195,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,195,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,597 | TotalTaxAmt |
| Distributable Before Adj | $1,182,244 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,182,244 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,182,244 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,016,689 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,016,689 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,182,244 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $179,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,063 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $479,829 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,101,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,074,718 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,016,689 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,182,244 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,834,445 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,909,163 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $179,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,729,563 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,754 | ExcessFromYear4Amt |
| Excess From Year3 | $29,063 | ExcessFromYear3Amt |
| Excess From Year2 | $479,829 | ExcessFromYear2Amt |
| Excess From Year1 | $1,101,472 | ExcessFromYear1Amt |
| Excess From Current Year | $1,834,445 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IDEOorg | |||||||
| 444 Spear Street Suite 213 | San Francisco | CA | 94105 | Board | PC | Design & society | $10,000 |
| Public Knowledge | |||||||
| 1818 N Street NW | Washington | DC | 20036 | NONE | PC | Vulnerable peoples | $25,000 |
| Advocates for Youth | |||||||
| 1325 G Street NW Suite 980 | Washington | DC | 20005 | NONE | PC | Sexual Health & Reproductive Justice | $5,000 |
| International Documentary Association | |||||||
| 3600 Wilshire Blvd Suite 1810 | Los Angeles | CA | 90010 | NONE | PC | Artists, Justice & Society | $2,500 |
| United States Artists | |||||||
| 200 W Madison Street | Chicago | IL | 60606 | NONE | PC | Artists, Justice & Society | $130,000 |
| Womens Earth and Climate Caucus | |||||||
| 20 Sunnyside Ave Ste A438 | Mill Valley | CA | 94941 | NONE | PC | Environmental Justice | $100,000 |
| Girls for a Change | |||||||
| 100 Buford Road | North Chesterfield | VA | 23235 | NONE | PC | Educational Equity | $100,000 |
| Companies for Causes | |||||||
| 1899 L Street NW | Washington | DC | 20036 | NONE | PC | Vulnerable Peoples | $25,000 |
| Los Angeles Master Chorale | |||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | Artists, Justice & Society | $15,000 |
| Barrier Aung | |||||||
| 506 East Ridgewood Avenue | Ridgewood | NJ | 07450 | NONE | PC | Design & Society | $15,000 |
| 350ORG | |||||||
| 20 Jay Street Ste 732 | Brooklyn | NY | 11201 | NONE | PC | Environmental Justice | $100,000 |
| Health Connected | |||||||
| 763 Green Street | East Palo Alto | CA | 94303 | Staff | PC | Sexual Health & Reproductive Justice | $50,000 |
| Mid Klamath Watershed Council | |||||||
| PO Box 409 | Orleans | CA | 95556 | Board | PC | Environmental Justice | $60,000 |
| South Coast Botanic Garden Foundation | |||||||
| 26300 Crenshaw Blvd | Palos Verdes | CA | 90274 | Board | PC | Environmental Justice | $250,000 |
| Humboldt Area Foundation | |||||||
| 363 Indianola Road | Bayside | CA | 95525 | NONE | PC | Disaster Relief | $140,000 |
| Klamath Forest Alliance | |||||||
| 274 Eastern Avenue | Arcata | CA | 95521 | NONE | PC | Environmental Justice | $5,000 |
| Food for People | |||||||
| PO Box 4922 | Eureka | CA | 95502 | NONE | PC | Disaster Relief | $5,000 |
| Southern California Public Radio | |||||||
| 424 S Raymond Ave | Pasadena | CA | 91105 | NONE | PC | Artists, Justice & Society | $10,000 |
| Figure Skating in Harlem | |||||||
| 361 W 125 Street Floor 4 | New York | NY | 10027 | NONE | PC | Educational Equity | $10,000 |
| Mass Design Group | |||||||
| 334 Boylston St Ste 400 | Boston | MA | 02116 | NONE | PC | Design & Society | $50,000 |
| Proteus Fund | |||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | NONE | PC | Vulnerable Peoples | $25,000 |
| Michigan Org on Adolescent Sexual Health | |||||||
| PO Box 1386 | East Lansing | MI | 48826 | NONE | PC | Sexual Health & Reproductive Justice | $25,000 |
| Native American Rights Fund | |||||||
| 1506 Broadway | Boulder | CO | 80302 | NONE | PC | Vulnerable Peoples | $100,000 |
| Education for Just Peace in Middle East | |||||||
| PO Box 3609 | Washington | DC | 20027 | NONE | PC | Vulnerable Peoples | $35,000 |
| Los Angeles Opera | |||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | Artists, Justice & Society | $10,000 |
| Public Media Group of Southern Californi | |||||||
| 3080 Bristol Streeet | Costa Mesa | CA | 92626 | NONE | PC | Artists, Justice & Society | $10,000 |
| Vision Maker Media | |||||||
| 1800 N33rd Street | Lincoln | NE | 68503 | NONE | PC | Vulnerable Peoples | $10,000 |
| San Francisco Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | NONE | PC | Disaster Response | $10,000 |
| National AIDS Memorial | |||||||
| PO Box 2270 | San Francisco | CA | 94126 | NONE | PC | Vulnerable Peoples | $1,000 |
| San Francisco CASA | |||||||
| 2535 Mission Street | San Francisco | CA | 94110 | NONE | PC | Vulnerable Peoples | $10,000 |
| Chautauqua Region Community Foundation | |||||||
| 418 Spring Street | Jamestown | NY | 14701 | NONE | PC | Philanthropy | $10,000 |
| Chautauqua Foundation | |||||||
| PO Box 28 | Chautauqua | NY | 14722 | NONE | PC | Artists, Justice & Society | $10,000 |
| Huckleberry House | |||||||
| 3459 Geary Blvd Suite 107 | San Francisco | CA | 94118 | NONE | PC | Sexual Health & Reproductive Justice | $10,000 |
| Two Feathers Native American Family | |||||||
| 1560 Betty Court Suite A | McKinleyville | CA | 95519 | NONE | PC | Vulnerable Peoples | $10,000 |
| Fair Count | |||||||
| PO Box 70382 | Atlanta | GA | 30317 | NONE | PC | Vulnerable Peoples | $10,000 |
| Environmental Protection Information Cen | |||||||
| 145 G Street | Arcata | CA | 95521 | NONE | PC | Environmental Justice | $10,000 |
| Haight Ashbury Food Program | |||||||
| PO Box 70382 | Atlanta | GA | 30317 | NONE | PC | Vulnerable Peoples | $4,000 |
| Oak Lake Writers Society | |||||||
| 500 Main Avenue 121 | Brookings | SD | 57006 | NONE | PC | Vulnerable Peoples | $20,000 |
| Community Ecology Institute | |||||||
| 8000 Harriet Tubman Lane | Columbia | MD | 21044 | NONE | PC | Environmental Justice | $150,000 |
| First Nations Development Institute | |||||||
| 2432 Main Street | Longmont | CO | 80501 | NONE | PC | Vulnerable Peoples | $50,000 |
| National Immigration Law Center | |||||||
| 3450 Wilshire Boulevard | Los Angeles | CA | 90010 | NONE | PC | Vulnerable Peoples | $50,000 |
| Change Labs | |||||||
| PO Box 1698 | Tuba City | AZ | 86045 | NONE | PC | Design & Society | $100,000 |
| Luminus | |||||||
| 5999 Harpers Farm Rd Suite E200 | Columbia | MD | 21044 | NONE | PC | Vulnerable Peoples | $75,000 |
| Muslim Family Center | |||||||
| 5796 Waterloo Road | Columbia | MD | 21045 | NONE | PC | Vulnerable Peoples | $25,000 |
| Common Counsel | |||||||
| 1624 Franklin St Ste 1022 | Oakland | CA | 94612 | NONE | PC | Disaster Response | $100,000 |
| Common Cause Education Foundation | |||||||
| 805 15th St NW Ste 800 | Washington | DC | 20005 | NONE | PC | Disaster Response | $100,000 |
| Environmental Defense Fund | |||||||
| 123 Mission Street | San Francicso | CA | 94105 | NONE | PC | Environmental Justice | $100,000 |
| EarthJustice | |||||||
| 50 California Street | San Francisco | CA | 94111 | NONE | PC | Environmental Justice | $100,000 |
| Center for Biological Diversity | |||||||
| PO Box 710 | Tuscon | AZ | 85702 | NONE | PC | Environmental Justice | $100,000 |
| Street Symphony Project Inc | |||||||
| PO Box 86027 | Los Angeles | CA | 90086 | NONE | PC | Vulnerable Peoples | $25,000 |
| Wiyot Tribe | |||||||
| 1000 Wiyot Drive | Loleta | CA | 95551 | NONE | GOV | Vulnerable Peoples | $50,000 |
| PRX | |||||||
| PO Box 382234 | Cambridge | MA | 02238 | Board | PC | Artists, Justice & Society | $10,000 |
| Pro Choice Ohio | |||||||
| 11811 Shaker Blvd Suite 210 | Cleveland | OH | 44120 | NONE | PC | Sexual Health & Reproductive Justice | $100,000 |
| National Network of Abortion Funds | |||||||
| 9450 SW Gemini Drive PMB 16009 | Beaverton | OR | 97008 | NONE | PC | Sexual Health & Reproductive Justice | $100,000 |
| If When How | |||||||
| 1714 Franklin Street 100-393 | Oakland | CA | 94612 | NONE | PC | Sexual Health & Reproductive Justice | $100,000 |
| Hopewell Fund | |||||||
| 1828 L Street NW | Washington | DC | 20036 | NONE | PC | Sexual Health & Reproductive Justice | $100,000 |
| Root Cause Research Center CART | |||||||
| 203 North Clifton Ave Suite B | Louisville | KY | 40206 | NONE | PC | Design & Society | $75,000 |
| Eames Institute | |||||||
| 1251 San Antonio Road | Petalum | CA | 94952 | NONE | PC | Design & Society | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,962,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,325 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $290,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $611,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $986,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $986,904 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $6,737 | Amt |
| Net Investment Income | $3,368 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,369 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,050 Ford Motor Co 6.2000% | $51,250 | $50,799 |
| 500,000 Bank of Montreal Sr Glbl | $500,000 | $483,658 |
| 500,000 Capital One Bk USA Natl | $502,431 | $499,586 |
| 500,000 Goldman Sachs Group Inc | $500,000 | $447,679 |
| 500,000 Sumitomo Mitsui Banking | $500,117 | $500,020 |
| 50,000 Ford Motor Co | $38,006 | $49,710 |
| 500,000 CitiGroup Inc | $500,000 | $463,632 |
| 500,000 General Motors Financial (4.25%) | $515,055 | $501,703 |
| 500,000 National Rural Utils | $500,000 | $458,795 |
| 500,000 CitiGroup Inc (1.35%) | $500,000 | $429,312 |
| 500,000 Barclays Bank | $500,000 | $397,739 |
| 500,000 Goldman Sachs Group Inc (2.3%) | $500,000 | $423,228 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 VMWARE Inc Class A | $134,684 | $113,980 |
| 4,800 Apple | $82,583 | $656,256 |
| 1,250 Walt Disney Co Hldg Co | $67,668 | $118,000 |
| 1,250 Home Depot | $77,438 | $342,838 |
| 1,306 Abbot Labs | $51,447 | $141,897 |
| 1,400 Broadcom Inc | $308,676 | $680,134 |
| 1,450 Xylem | $45,649 | $113,361 |
| 1,500 3M Company | $171,409 | $194,115 |
| 1,500 Johnson & Johnson | $103,063 | $266,265 |
| 1,500 LVMH Moet Hennessy Louis Vuitt | $122,279 | $183,330 |
| 1,680 Cigna Corp | $129,687 | $442,714 |
| 1,290 KLA Tencor | $60,949 | $411,613 |
| 200 Alphabet Inc Cl A | $67,703 | $435,852 |
| 2,000 Canadian National Railway | $78,103 | $224,940 |
| 2,000 Procter & Gamble | $125,621 | $287,580 |
| 2,200 Automatic Data | $116,573 | $462,088 |
| 2,200 Check Point Software Tech | $193,661 | $267,916 |
| 1,800 Stryker | $98,541 | $358,074 |
| 2,250 Okta Inc Cl A | $169,545 | $203,400 |
| 1,926 S&P Global Inc | $89,752 | $649,178 |
| 5,400 Nextera Energy | $62,141 | $418,284 |
| 2,000 Eli Lilly & Co. | $84,170 | $648,460 |
| 3,300 Sanofi | $107,491 | $165,099 |
| 3,500 Microsoft Corp | $100,541 | $898,905 |
| 10,000 Fortinet | $63,823 | $565,800 |
| 4,500 AT&T | $91,480 | $94,320 |
| 4,800 Pfizer | $118,118 | $251,664 |
| 5,000 Bristol-Myers | $129,428 | $385,000 |
| 5,400 Aflac Inc, | $121,617 | $298,782 |
| 600 Blackrock Inc | $244,330 | $365,424 |
| 7,000 Deutsche Tele | $94,570 | $139,440 |
| 7,940 Intel Corp | $184,434 | $297,035 |
| 8,000 American International | $200,000 | $201,600 |
| 8,000 AT&T Inc | $200,000 | $165,520 |
| 4,700 Corning Inc. | $91,509 | $148,097 |
| 7,500 Blackrock Cap Allocation | $146,460 | $109,875 |
| 12,785.71 Blackrock Innovation and Grw B | $245,026 | $101,519 |
| 1,000 Visa Inc Cl A | $236,638 | $196,890 |
| 1,088 Warner Bros Discovery | $32,498 | $14,601 |
| 7,500 Genl Amern Inv | $187,320 | $193,862 |
| 700 Master Card Inc | $259,886 | $220,836 |
| 4,000 Koninklijke Phil EL | $99,743 | $86,120 |
| 3,000 Bank of New York | $130,584 | $125,130 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $594 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $594 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $7,848 | $698 | $7,150 |
| Filing Fees | $61 | $61 | |
| Investment Fees | $789 | $789 | |
| Postage | $124 | $124 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card | Desc |
| EOY Book Value | $4,000 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Consideration FMVConsiderationFMVAmt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|---|---|---|
| Oweesta Corporation | ||||||||
| None | $250,000 | $250,000 | 2021-02 | 2026-02 | 1.0000 | Unsecured | $250,000 | |
| TechSoup Global | ||||||||
| $100,000 | $250,000 | 2019-06 | 2024-06 | 5.0000 | Promissory Note | $250,000 | Funding Future Strategic Plans | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting Fees | CategoryTxt |
| Amt | $43,076 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43,076 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $22,091 | |
| Foreign Tax Withheld | $3,677 | $3,677 |