ASHER STUDENT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASHER STUDENT FOUNDATION (EIN 38-1690200)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202401359349104875
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:36:45-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381690200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHER STUDENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHE | BusinessNameControlTxt |
| Phone | 4152421500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 WEST PORTAL AVENUE 120 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY MITCHELL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4152421500 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERRY | PersonFirstNm |
| Person Last | MITCHELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,801,644 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $383,496 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $161,107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $161,107 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $161,107 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $676,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $676,771 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $676,771 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $214,627 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $214,627 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $826,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,004,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $83,787 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,301 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $57,301 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,346,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $895,179 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,109,806 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,184 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $192,184 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $406,239 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $406,239 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $115,974 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $115,974 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,388 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,388 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,773 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $99,773 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,744 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,744 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,296 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $61,296 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $212,050 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $398,049 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $214,627 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $183,422 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $91,031 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $91,031 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $17,032 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $17,032 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $669,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,307 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $92,307 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $577,343 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,283,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,307 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $306,934 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,764,426 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,579,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,307 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $306,934 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,060,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $802,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $802,872 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $291,663 | CashBOYAmt |
| Cash EOY | $180,890 | CashEOYAmt |
| Cash EOYFMV | $180,890 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,422,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $623,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $623,292 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $625 | AcctRcvblAmt |
| Acct Rcvbl EOY | $625 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $625 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $40,048 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $55,926 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $55,926 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $41,305,327 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,860,668 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,860,668 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,408,766 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,486,827 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,759,642 | LandBOYAmt |
| Land EOY | $9,921,939 | LandEOYAmt |
| Land EOYFMV | $14,926,710 | LandEOYFMVAmt |
| Other Assets BOY | $16,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $153,533 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $153,533 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,835,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,796,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,801,644 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $106,247 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $101,443 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $9,140 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $133,143 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $115,387 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $234,586 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,720,338 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,562,287 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,720,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,562,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,835,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,796,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,720,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,075,236 | OtherIncreasesAmt |
| Subtotal | $53,562,287 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,562,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LONG TERM PUBLICLY TRADED SECURITIES | 2021-07-01 | 2023-06-30 | $20,341,164 | $19,336,000 | $1,005,164 | $1,005,164 |
| SHORT TERM PUBLICLY TRADED SECURITIES | 2022-07-01 | 2023-06-30 | $1,618,169 | -$1,618,169 | -$1,618,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$613,005 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,618,169 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 2017-08-31 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ASHERSTUDENTFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152421500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 WEST PORTAL AVENUE 120 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHERRY MITCHELL | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | EXECUTIVE DIRECTOR | 40.00 | $177,665 | $19,152 | $0 |
| BOBBI MCADOO GAHLON | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| LES FISHMAN | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROD ESSEN | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARIE JUREIT-BEAMISH | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LAURA LONG | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TODD GOLDMAN | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHAN BORJA | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MEGAN REEHL | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR OF HOUSE OP | 40.00 | $81,419 | $1,350 | $0 |
| EMMA HERMAN | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR OF PROGRAMS | 40.00 | $75,597 | $1,350 | $0 |
| JESSICA BEARDEN | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | MARKETING AND OUTREA | 40.00 | $61,821 | $3,600 | $0 |
| JOY BOOTH | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR OF PROGRAMS | 40.00 | $53,824 | $3,085 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| METIS PARTNER SOLUTIONS LLC | |||||
| 95 THIRD STREET 2ND FLOOR 2075 | SAN FRANCISCO | CA | 94103 | ACCOUNTING SUPPORT | $55,616 |
| BAKER TILLY US LLP | |||||
| PO BOX 7398 | MADISON | WI | 53707 | AUDIT & TAX SERVICES | $54,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ASHER STUDENT FOUNDATION (ASF) SUPPORTS AND NURTURES THE DAILY PRACTICE OF CHRISTIAN SCIENCE BY PROVIDING RESIDENTIAL HOUSING FOR CHRISTIAN SCIENTISTS OF ALL AGES, INCLUDING: CURRENT STUDENTS AND STUDENT INTERNS ENROLLED IN ACCREDITED GRADUATE, UNDERGRADUATE, DEGREE AND CERTIFICATE PROGRAMS; CHRISTIAN SCIENCE NURSE TRAINEES AND INDIVIDUALS TAKING CHRISTIAN SCIENCE CLASS INSTRUCTION; AND STUDENTS TRANSITIONING FROM SCHOOL TO CAREER. ADDITIONALLY, ASF HOSTS AND SPONSORS A VARIETY OF CHRISTIAN SCIENCE ORGANIZATIONS, SPEAKERS AND ACTIVITIES THAT MAY INCLUDE OVERNIGHT HOUSING FOR CHRISTIAN SCIENCE PARTICIPANTS. | Description1Txt |
| Expenses1 | $1,979,053 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,824,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,322,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,926 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,202,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,202,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $633,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,569,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,078,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,060,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,060,432 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-08-31 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $802,872 | CurrentYearAmt |
| Year1 | $967,431 | Year1Amt |
| Year2 | $1,299,711 | Year2Amt |
| Year3 | $983,153 | Year3Amt |
| Total | $4,053,167 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $682,441 | CurrentYearAmt |
| Year1 | $822,316 | Year1Amt |
| Year2 | $1,104,754 | Year2Amt |
| Year3 | $835,680 | Year3Amt |
| Total | $3,445,192 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,060,432 | CurrentYearAmt |
| Year1 | $2,103,627 | Year1Amt |
| Year2 | $1,246,070 | Year2Amt |
| Year3 | $1,508,140 | Year3Amt |
| Total | $6,918,269 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $296,006 | CurrentYearAmt |
| Year1 | $370,212 | Year1Amt |
| Year2 | $173,949 | Year2Amt |
| Year3 | $286,986 | Year3Amt |
| Total | $1,127,153 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,764,426 | CurrentYearAmt |
| Year1 | $1,733,415 | Year1Amt |
| Year2 | $1,072,121 | Year2Amt |
| Year3 | $1,221,154 | Year3Amt |
| Total | $5,791,116 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,385,661 | CurrentYearAmt |
| Year1 | $1,695,407 | Year1Amt |
| Year2 | $1,466,431 | Year2Amt |
| Year3 | $1,312,965 | Year3Amt |
| Total | $5,860,464 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPHA MANAGEMENT | ||||||||||||
| 1283 COMMONWEALTH AVENUE NO 1 | ALLSTON | MA | 02134 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| AMERICAN CAMPUS COMMUNITIES | ||||||||||||
| C/O LEASING OFFICE 515 EAST | EUGENE | OR | 97401 | NONE | PC | HOUSING SCHOLARSHIP | $4,784 | BROADWAY | ||||
| AMERICAN UNIVERSITY | ||||||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PC | HOUSING SCHOLARSHIP | $10,000 | |||||
| AMLI 5350 | ||||||||||||
| 5350 BURNET ROAD ATTN PROPERTY | AUSTIN | TX | 78756 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | MANAGER | ||||
| ASPEN HEIGHTS | ||||||||||||
| 334 S 3RD ST | WACO | TX | 76706 | NONE | PC | HOUSING SCHOLARSHIP | $4,371 | |||||
| ASPIRE APARTMENTS | ||||||||||||
| 9131 DARBY AVENUE | LOS ANGELES | CA | 91325 | NONE | PC | HOUSING SCHOLARSHIP | $3,305 | |||||
| AU DB FOUNDATION | ||||||||||||
| 5201 SOUTH QUEBEC STREET | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | CAMPERSHIP | $10,000 | |||||
| AUGUSTINA COLLEGE | ||||||||||||
| 639 38TH STREET ATTN BUSINESS | ROCK ISLAND | IL | 61201 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | OFFICE | ||||
| BMC PROPERTIES | ||||||||||||
| C/O LEAH SCHAEFER 1221 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | APT 1002 | ||||
| BOISE STATE UNIVERSITY | ||||||||||||
| 1910 UNIVERSITY DRIVE ADMIN 124 | BOISE | ID | 83725 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| CAMPS LEELANAU & KOHAHNA | ||||||||||||
| 1653 SOUTH PORT ONEIDA ROAD | MAPLE CITY | MI | 49664 | NONE | PC | CAMPERSHIP | $10,000 | |||||
| CAMPS NEWFOUND & OWATONNA | ||||||||||||
| 4 CAMP NEWFOUND ROAD | HARRISON | ME | 04040 | NONE | PC | CAMPERSHIP | $10,000 | |||||
| CEDARS CAMPS | ||||||||||||
| 410 SOVEREIGN COURT 8 | BALLWIN | MO | 63011 | NONE | PC | CAMPERSHIP | $10,000 | |||||
| CENTRAL ARIZONA COLLEGE | ||||||||||||
| 8470 NORTH OVERFIELD ROAD ATTN | COOLIDGE | AZ | 85128 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | STUDENT ACCOUNTS | ||||
| CHRISTIAN SCIENCE LITERATURE JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| 18301 102ND AVE SUITE A | BOTHELL | WA | 98011 | NONE | PC | HOUSING SCHOLARSHIP | $7,000 | |||||
| COLORADO STATE UNIVERSITY | ||||||||||||
| 1308 W PLUM STREET | FORT COLLINS | CO | 80523 | NONE | PC | HOUSING SCHOLARSHIP | $710 | |||||
| CONNECTICUT COLLEGE | ||||||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| CRYSTAL LAKE CAMPS | ||||||||||||
| 1676 CRYSTAL LAKE ROAD | HUGHESVILLE | PA | 17737 | NONE | PC | CAMPERSHIP | $10,000 | |||||
| DENISON UNIVERSITY | ||||||||||||
| 100 WEST COLLEGE ST | GRANVILLE | OH | 43023 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| DISTRICT AT CAMPUS STATE WEST LEASING | ||||||||||||
| 1308 WEST PLUM STREET | FORT COLLINS | CO | 80523 | NONE | PC | HOUSING SCHOLARSHIP | $4,290 | |||||
| DUKE UNIVERSITY | ||||||||||||
| 114 SOUTH BUCHANAN BLVD CASHIERING | DURHAM | NC | 27701 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | BAY 8 ROOM B-103 | ||||
| ECKERD COLLEGE | ||||||||||||
| 4200 54TH AVENUE SOUTH ATTN | ST PETERSBURG | FL | 33711 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | FINANCIAL AID | ||||
| FRIENDS OF CAMP BOW-ISLE | ||||||||||||
| 14923 SOUTHEAST 183RD STREET | RENTON | WA | 98058 | NONE | PC | CAMPERSHIP | $10,000 | |||||
| KANSAS STATE UNIVERSITY | ||||||||||||
| ATTN UNIVERSITY CASHIERS OFFICE 211 | MANHATTAN | KS | 66506 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | ANDERSON HALL | ||||
| MIAMI UNIVERSITY | ||||||||||||
| OFFICE OF THE BURSER 301 S CAMPUS | OXFORD | OH | 45056 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | AVE | ||||
| MIDDLEBURY COLLEGE | ||||||||||||
| 7 FROG HOLLOW ALLEY | MIDDLEBURY | VT | 05753 | NONE | PC | HOUSING SCHOLARSHIP | $600 | |||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| OSU | ||||||||||||
| PO BOX 1086 | CORVALLIS | OR | 97339 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| PACIFIC RIDGE APARTMENTS | ||||||||||||
| 5945 LINDA VISTA ROAD | SAN DIEGO | CA | 92110 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| PLAZA VERDE | ||||||||||||
| 15000 ARROYO DRIVE | IRVINE | CA | 92617 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| RAINBOW VALLEY RESOURCE NETWORK INC | ||||||||||||
| PO BOX 1051 | QUEEN CREEK | AZ | 85142 | NONE | PC | WORK EXPERIENCE PROGRAM | $12,350 | |||||
| ROLLINS COLLEGE | ||||||||||||
| 2716 ATTN TANIA MICALIZIO | WINTER PARK | FL | 32789 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| SAINT LOUIS UNIVERSITY | ||||||||||||
| DUBOURG HALL RM 2 1 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| SAN DIEGO STATE UNIVERSITY | ||||||||||||
| 5500 CAMPANILE DRIVE ATTN ACCOUNT | SAN DIEGO | CA | 92182 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | SERVICES | ||||
| SAN DIEGO UNIVERSITY | ||||||||||||
| ATTN OFFICE OF FINANCIAL AID | SAN DIEGO | CA | 92182 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | SCHOLARSHIPS 5500 CAMPANILE DRIVE | ||||
| STUDENT CO ADELA SANDNESS LANDLORD | ||||||||||||
| NONE | I | STUDENT HOUSING SCHOLARSHIP | $4,400 | PERSONAL ADDRESS | ANTIGONISH | CA | NS B2G1E2 | |||||
| STUDENT CO ANDERS HOLM LANDLORD | ||||||||||||
| PERSONAL ADDRESS | MIDDLEBURY | VT | 05753 | NONE | I | STUDENT HOUSING SCHOLARSHIP | $3,735 | |||||
| STUDENT CO ELIZABETH D'AGOSTINO LAN | ||||||||||||
| PERSONAL ADDRESS | VASHON | WA | 98070 | NONE | I | STUDENT HOUSING SCHOLARSHIP | $4,203 | |||||
| STUDENT CO KURT HILLMAN LANDLORD | ||||||||||||
| PERSONAL ADDRESS | ORANGE | CA | 92869 | NONE | I | STUDENT HOUSING SCHOLARSHIP | $3,750 | |||||
| STUDENT CO MICHELE DRUCKER LANDLORD | ||||||||||||
| PERSONAL ADDRESS | MIAMI | FL | 33134 | NONE | I | STUDENT HOUSING SCHOLARSHIP | $3,817 | |||||
| STUDENT CO SARAH DARKNELL LANDLORD | ||||||||||||
| PERSONAL ADDRESS | ROLLA | MO | 65401 | NONE | I | STUDENT HOUSING SCHOLARSHIP | $5,000 | |||||
| STUDENT CO SOPHIA-ANNETTE HATHAWAY | ||||||||||||
| NONE | I | STUDENT HOUSING SCHOLARSHIP | $5,000 | PERSONAL ADDRESS | BERGEN | NO | B-520 5009 | |||||
| THE PRINCIPLE FOUNDATION | ||||||||||||
| 10670 BARKLEY STREET | OVERLAND PARK | KS | 66212 | NONE | PC | YOUTH SERVICE CORPS | $4,500 | |||||
| TULANE UNIVERSITY | ||||||||||||
| 6823 SAINT CHARLES AVENUE ACCOUNTS | NEW ORLEANS | LA | 70118 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | PAYABLE 1550 STE 327 | ||||
| UC REGENTS FOR UC BERKELEY | ||||||||||||
| 16 SPROUL HALL 1960 | BERKELEY | CA | 94720 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| UC REGENTS FOR UCSD | ||||||||||||
| 9500 GILMAN DR MC 0831 UC REGENTS | LA JOLLA | CA | 92093 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF MICHIGAN | ||||||||||||
| 515 EAST JEFFERSON STREET 2226 | ANN ARBOR | MI | 48109 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | STUDENT ACTIVITIES BLDG FINANCIAL S | ||||
| UNIVERSITY OF MISSOURI COLUMBIA | ||||||||||||
| 11 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF MISSOURI COLUMBIA | ||||||||||||
| ATTN STUDENT FINANCIAL AID 11 JESSE | COLUMBIA | MO | 65211 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | HALL | ||||
| UNIVERSITY OF SAN DIEGO | ||||||||||||
| HC211 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF THE SOUTH | ||||||||||||
| 735 UNIVERSITY AVENUE | SEWANE | TN | 37383 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY WALK | ||||||||||||
| 2308 FOREST AVENUE | KNOXVILLE | TN | 37916 | NONE | PC | HOUSING SCHOLARSHIP | $4,191 | |||||
| WOLFE & ASSOCIATES PROPERTY SERVICES | ||||||||||||
| 173 CHAPEL ST | SANTA BARBARA | CA | 93111 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| YUGO WATERLOOK AUSTIN | ||||||||||||
| 2400 SETON AVENUE | AUSTIN | TX | 78705 | NONE | PC | HOUSING SCHOLARSHIP | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,006 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,107 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $676,771 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $826,341 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PROPERTY TAX REFUND | 01 | $25,476 |
| REFUND | 01 | $1,010 |
| LITIGATION PROCEEDS | 01 | $15 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,748,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,748,006 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ADVENTURES UNLIMITED | ||||||
| 1 | 5201 S QUEBEC STREET | GREENWOOD VILLAGE | CO | 80111 | $292,000 | Yes (X) |
| FIRST CHURCH OF CHRIST SCIENTIST VA | ||||||
| 2 | 2806 KECHOUGHTAN ROAD | HAMPTON | VA | 23661 | $42,590 | Yes (X) |
| EILEEN WOOD IRREVOCABLE TRUST | ||||||
| 3 | 1381 THORNWICK DRIVE | BALLWIN | MO | 63011 | $10,000 | Yes (X) |
| HARVEY HEIGES | ||||||
| 4 | T ROWE PRICE TRUST CO 7200 CAPITOL | MCLEAN | VA | 221012618 | $6,000 | Yes (X) |
| JAMES AND BARBARA WILLIAMS | ||||||
| 5 | 3483 GARDENIA LANE | YORBA LINDA | CA | 92886 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $99,773 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $99,773 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | DISPOSAL OF PROPERTY AND EQUIPMENT | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $3,663,279 | GrossSalesPriceAmt |
| Basis | $2,223,933 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $1,439,346 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $42,860,668 | BookValueAmt |
| EOYFMV | $42,860,668 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,388 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,388 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $16,200 | $33,700 | $33,700 |
| OPERATING RIGHT-OF-USE ASSETS | $119,833 | $119,833 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $92,307 | $92,307 | $92,307 | $0 |
| INSURANCE | $43,349 | $0 | $0 | $43,349 |
| INFORMATION TECHNOLOGY | $32,880 | $0 | $0 | $32,880 |
| REPAIRS & MAINTENANCE | $80,448 | $0 | $0 | $80,448 |
| DUES & SUBSCRIPTIONS | $3,716 | $0 | $0 | $3,716 |
| OFFICE EXPENSE | $4,066 | $0 | $0 | $4,066 |
| GIFTS & ACKNOWLEDGEMENTS | $4,206 | $0 | $0 | $4,206 |
| ADVERTISING | $3,690 | $0 | $0 | $3,690 |
| PROGRAM EXPENSE | $404,988 | $0 | $0 | $404,988 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME | $57,286 | $57,286 | $57,286 |
| PROPERTY TAX REFUND | $25,476 | $0 | |
| REFUND | $1,010 | $0 | |
| LITIGATION PROCEEDS | $15 | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $5,075,236 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $9,140 | $10,085 |
| OBLIGATION UNDER OPERATING LEASES | $0 | $123,058 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $14,753 | $0 | $0 | $14,753 |
| PAYROLL FEES | $1,991 | $0 | $0 | $1,991 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & FEES | CategoryTxt |
| Amt | $61,296 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $61,296 | DisbursementsCharitablePrpsAmt |