2025-11-13T16:58:13-06:00 2024-12-31 320577874 Allworth Tax Solutions 340 Palladio Parkway Ste 501 Folsom CA 95630 990PF 2024-01-01 815214407 RIFF FOUNDATION RIFF 6175739061 PO BOX 961510 BOSTON MA 02196 Pamela Kohlberg Treasurer 6175739061 2025-11-13 1 1 Allworth Tax Solutions P01730806 9256852911 2025-11-13 2024 2025-03-06 01:10:19Z X 32072524 X 5684227 221302 221302 610258 695335 9 9 -239 112183 6335101 74819 -1005 -1005 6626974 990460 0 0 0 38670 21562 0 49153 8626 0 598763 309979 176788 7857 0 1133 52535 11661 569 746978 351828 178490 6967500 6967500 7714478 351828 7145990 -1087504 638632 215569 2814308 2814308 19742 9417 9417 12363107 11300822 11300822 11329831 13757962 13757962 8142708 4142270 4142270 132732 47745 47745 32203689 32072524 32072524 5033 13638 34660 47769 39693 61407 X 32163996 32011117 32163996 32011117 32203689 32072524 32163996 -1087504 934625 32011117 0 32011117 AMERICAN STS WTR CO 2024-01-19 2024-11-20 62470 56736 5734 5734 AMERICAN STS WTR CO 2022-10-21 2024-11-20 339 322 17 17 AMERICAN STS WTR CO 2022-08-19 2024-11-20 1185 1239 -54 -54 AMERICAN STS WTR CO 2022-05-13 2024-11-20 5417 4962 455 455 AMERICAN STS WTR CO 2022-04-22 2024-11-20 15237 15311 -74 -74 AMERICAN STS WTR CO 2022-01-06 2024-11-20 8380 9938 -1558 -1558 AMERICAN STS WTR CO 2020-12-24 2024-11-20 12020 11066 954 954 AMERICAN STS WTR CO 2020-11-25 2024-11-20 7957 7186 771 771 AMERICAN STS WTR CO 2020-10-06 2024-11-20 7703 6977 726 726 AMERICAN STS WTR CO 2020-07-14 2024-11-20 13205 12154 1051 1051 AMERICAN STS WTR CO 2020-01-29 2024-11-20 8719 9327 -608 -608 AMERICAN STS WTR CO 2019-12-03 2024-11-20 18115 18161 -46 -46 AMERICAN STS WTR CO 2019-06-17 2024-11-20 18115 15858 2257 2257 SAFETY INS GROUP INC 2023-08-08 2024-11-20 67031 58406 8625 8625 SAFETY INS GROUP INC 2022-10-21 2024-11-20 2240 2178 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 2904 2928 -24 -24 SAFETY INS GROUP INC 2022-01-06 2024-11-20 21569 22428 -859 -859 SAFETY INS GROUP INC 2020-12-24 2024-11-20 10619 10066 553 553 SAFETY INS GROUP INC 2020-11-25 2024-11-20 3650 3272 378 378 SAFETY INS GROUP INC 2020-10-06 2024-11-20 11780 9611 2169 2169 SAFETY INS GROUP INC 2020-07-14 2024-11-20 16094 15158 936 936 SAFETY INS GROUP INC 2020-01-29 2024-11-20 22150 24938 -2788 -2788 SAFETY INS GROUP INC 2019-12-03 2024-11-20 11116 12870 -1754 -1754 SAFETY INS GROUP INC 2019-06-17 2024-11-20 11116 12751 -1635 -1635 CALVERT IMPACT CAPIT 3% 06/28/2024 2019-06-28 2024-06-28 250000 250000 0 0 CALVERT IMPACT CAPIT 3% 06/28/2024 2019-06-28 2024-06-28 250000 250000 0 0 CALVERT IMPACT CAPIT 3% 06/28/2024 2019-06-28 2024-06-28 250000 250000 0 0 US TREASURY 2.75% 02/15/2024 2022-11-22 2024-02-15 5000000 4917052 82948 82948 ETSY INC 2022-10-21 2024-02-15 4691 5962 -1271 -1271 ETSY INC 2022-05-13 2024-02-15 1538 1837 -299 -299 ETSY INC 2022-04-22 2024-02-15 154 196 -42 -42 SALESFORCE INC 2020-11-25 2024-01-18 108931 100775 8156 8156 SALESFORCE INC 2020-11-23 2024-01-18 9329 8744 585 585 ETSY INC 2023-08-08 2024-01-18 36133 42521 -6388 -6388 ETSY INC 2022-09-09 2024-01-18 3023 4863 -1840 -1840 ETSY INC 2022-08-19 2024-01-18 2267 3532 -1265 -1265 ETSY INC 2022-04-22 2024-01-18 13121 18743 -5622 -5622 ETSY INC 2022-04-20 2024-01-18 9342 14711 -5369 -5369 ETSY INC 2022-01-06 2024-01-18 8381 22685 -14304 -14304 ETSY INC 2021-05-06 2024-01-18 10716 24340 -13624 -13624 Capital Losses from Pass-Through Entities P 2024-01-01 2024-12-31 17929 17929 17929 74819 8877 0 8877 0 8877 17378 0 0 0 17378 X 0 8501 8501 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 https://radicalimaginationfoundation.org/ The Foundation 6175739061 PO BOX 961510 BOSTON MA 02196 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 Sunrise Strategic Advisors LLC 6 Signal Hill Road Wallingford CT 06492 Program Consultant and Investement Monitoring 169940 Kindle Project 1000 Cordova Place Santa Fee NM 87505 Program Consultant 75000 Karina Ramos 64 Helmsdale Drive Ottawa Ontario CA Program Consultant 58360 0 0 30878532 2107905 0 32986437 0 0 32986437 494797 32491640 1624582 1624582 8877 8877 1615705 0 1615705 0 1615705 7145990 0 7145990 1615705 0 0 1138964 3313158 4274933 5976365 5972661 20676081 7145990 0 0 0 1615705 5530285 0 0 26206366 0 0 0 0 0 0 1138964 25067402 3313158 4274933 5976365 5972661 5530285 X Amalgamated Charitable Foundation 1825 K Street Northwest Washington DC 20006 None PC General support 6967500 6967500 0 14 221302 14 610258 531120 -239 18 112183 Other K-1 Income 900099 14 -1005 -239 942738 0 942499 0 0 0 0 0 0 0 0 0 0 X X 1 Nancy S Kohlberg Administrative Trust 84 Business Park Drive No 304 Armonk NY 10504 700000 X 2 Marital Trust fbo Nancy S Kohlberg 84 Business Park Drive No 304 Armonk NY 10504 1700000 X 3 Marital Trust fbo Nancy S Kohlberg 84 Business Park Drive No 304 Armonk NY 10504 631494 X 4 Marital Trust fbo Nancy S Kohlberg 84 Business Park Drive No 304 Armonk NY 10504 366376 X 5 Marital Trust (MT) Investors 84 Business Park Drive No 304 Armonk NY 10504 213357 X 6 Pamela Kohlberg 6 Beacon Street Ste 920 Boston MA 02108 2073000 X 3 2.5% interest in General Atlantic 2015 631494 2024-01-01 4 2.5% interest in Kohlberg Partners VIII and 2.5% interest in Kohlberg Partners IX 366376 2024-04-01 5 2.5% interest in MT Investors 213357 2024-03-01 Accounting & Tax Fees 49153 8626 0 APPLE INC 682895 682895 ADOBE INC 186766 186766 AUTOMATIC DATA PROCESSIN 567603 567603 ADYEN N V ORDF 307992 307992 SMITH A O CORP 263086 263086 BADGER METER INC 179878 179878 BROADRIDGE FINL SOLUTION 135654 135654 CANADIAN NATL RY CO F 384114 384114 COSTCO WHSL CORP NEW 592827 592827 SALESFORCE INC 401530 401530 CALIFORNIA WTR SVC GROUP 155210 155210 DANAHER CORP 285790 285790 DIGITAL RLTY TR INC REIT 414243 414243 EASTERN BANKSHARES INC 265771 265771 EATON CORP PLC F 453666 453666 FEDEX CORP 337315 337315 HOME DEPOT INC 427500 427500 IDEXX LABS INC 280312 280312 IDEX CORP 381745 381745 INFINEON TECHNOLOGIES FSPONSORED ADR 1 ADR REPS 1 ORD SHS 278087 278087 INTUIT 497144 497144 KUBOTA LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS 152445 152445 LINDE PLC F 583626 583626 MICROSOFT CORP 677351 677351 NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 420552 420552 NOVONESIS A S ORDF 278524 278524 RECRUIT HLDGS CO LTD FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 209550 209550 STRAUMANN HOLDING ORDF 352601 352601 SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 424918 424918 SPROUTS FMRS MKT INC 255792 255792 SONOVA HOLDING AG ORDF 308279 308279 STRYKER CORP 627927 627927 TJX COS INC NEW 500033 500033 TOMRA SYSTEMS ASA ORDF 157755 157755 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 524645 524645 VERALTO CORP 275606 275606 WINMARK CORP 78614 78614 XYLEM INC 344115 344115 ZOOM COMMUNICATIONS INC CLASS A 106501 106501 11300822 11300822 0 0 Coastal Enterprises 3% due 9/30/2026 FMV 150000 150000 CFNE 2% due 10/1/24 FMV 150000 150000 Communities Unlimited 1.25% due 11/11/27 FMV 75000 75000 RCAC 2% due 11/30/25 FMV 150000 150000 CA Farmlink 1% due 12/11/26 FMV 150000 150000 Shared Capital 3% due 2/23/26 FMV 150000 150000 First Nations Oweesta Note 0.75% Due 10/01/2025 FMV 150000 150000 Ujima Fund Umoja Note 0% interest Due 5/1/2026 FMV 100000 100000 Seed Commons floating rate note Due 10/30/25 FMV 141234 141234 Seed Commons floating rate note Due 10/30/26 FMV 100000 100000 Community Vision note 0.5% due 10/31/2025 FMV 150000 150000 LEAF Note 2.5% Due 10/31/24 FMV 200000 200000 CD & Money Market FMV 1373332 1373332 General Atlantic FMV 547593 547593 Fieldpoint Equity FMV 1746 1746 Kohlberg & Co fund IX FMV 193136 193136 Kohlberg & Co fund VIII FMV 162147 162147 MT Investors FMV 198082 198082 Legal Fees 38670 21562 0 Accrued Int/Div Receivable 132732 47649 47649 Other Receivable 96 96 Telephone & Communications 4937 0 0 Bank Charges 1840 0 0 Licenses & Fees 236 0 0 Foreign Taxes 10299 10299 0 Deferred Tax Expense 13109 0 0 Board Meetings 6794 0 569 Excise Taxes 10445 0 0 Insurance 3453 0 0 Training & Education 60 0 0 Foreign Taxes from K1s 1114 1114 0 K-1 Rental Loss 248 248 0 Other K-1 Income -1005 -1005 -1005 Unrealized Gains and (Losses) 934625 Deferred Tax Liability 34660 47769 Other Professional Services 303300 32132 159288 Honoraria 17500 0 17500 Investment Management Fees 274984 274984 0 Other Investment Expenses from K1s 2979 2863 0 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