ASHER STUDENT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ASHER STUDENT FOUNDATION (EIN 38-1690200)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-10-16
- IRS object ID
- 202342899349101709
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T17:59:43-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2023-10-16 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2023-10-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $48,835,725 | 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 | $298,099 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $164,840 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $164,840 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $164,840 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $716,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $716,902 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $716,902 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $174,915 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $174,915 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $174,915 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $174,915 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,215,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,519,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,215,458 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $17,229 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,967 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17,229 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,587,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,287,082 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,073,886 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $205,167 | 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 | $205,167 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $376,658 | 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 | $376,658 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $114,291 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $114,291 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,174 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,174 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $104,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $104,280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,622 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,622 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,744 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $55,744 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $249,240 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $354,467 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $354,467 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $71,748 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,748 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $12,692 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $12,692 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $518,027 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $106,455 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $106,455 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $411,572 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,089,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $106,455 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,733,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,212 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,212 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,459,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $106,455 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,103,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,128,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,180,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $967,431 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,572 | CashBOYAmt |
| Cash EOY | $291,663 | CashEOYAmt |
| Cash EOYFMV | $291,663 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,324,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,422,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,422,845 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,256 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $40,048 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $40,048 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $53,040,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,305,327 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,305,327 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,202,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,442,427 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,909,731 | LandBOYAmt |
| Land EOY | $5,759,642 | LandEOYAmt |
| Land EOYFMV | $5,759,642 | LandEOYFMVAmt |
| Other Assets BOY | $8,700 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,377,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,835,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,835,725 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $82,047 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $106,247 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,044,000 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $6,604 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,140 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,132,651 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,387 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,242,920 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $48,720,338 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,800 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,244,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,720,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,377,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,835,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,244,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,128,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $62,372,841 | SubtotalAmt |
| Other Decreases | $13,652,503 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,720,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-07-01 | 2022-06-30 | $22,519,806 | $0 | $18,200,155 | $4,319,651 | $4,319,651 |
| PUBLICLY TRADED SECURITIES | 2021-07-01 | 2022-06-30 | $104,193 | -$104,193 | -$104,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,215,458 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$104,193 | 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 (10 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 | $172,733 | $32,434 | $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 |
| TREVOR YATES | ||||||||
| 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 |
| LAURA DISTEL | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELISSA DUFFY | ||||||||
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOY BOOTH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 WEST PORTAL AVENUE NO 120 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR OF PROGRAMS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $93,987 | CompensationAmt |
| Employee Benefits | $32,557 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| Service Type | AUDIT | ServiceTypeTxt |
| Compensation | $50,200 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN ADDITION TO PROVIDING SPIRITUALLY SUPPORTIVE HOUSING ACTIVITIES AND SERVICES AT ASHER HOUSED NEAR COLLEGE AND UNIVERSITY CAMPUSES, ASHER ALSO PROVIDES FINANCIAL SUPPORT TO OFFSET HOUSING COSTS FOR PARTICIPATION IN OTHER CHRISTIAN SCIENCE YOUTH SERVING ORGANIZATIONS. | Description1Txt |
| Expenses1 | $1,733,415 | 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 | $50,033,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,546,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $56,248 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,636,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,636,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $774,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,862,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,543,110 | 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 | $2,103,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,103,627 | 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 | $967,431 | CurrentYearAmt |
| Year1 | $1,299,711 | Year1Amt |
| Year2 | $983,153 | Year2Amt |
| Year3 | $938,843 | Year3Amt |
| Total | $4,189,138 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $822,316 | CurrentYearAmt |
| Year1 | $1,104,754 | Year1Amt |
| Year2 | $835,680 | Year2Amt |
| Year3 | $798,017 | Year3Amt |
| Total | $3,560,767 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,103,627 | CurrentYearAmt |
| Year1 | $1,246,070 | Year1Amt |
| Year2 | $1,508,140 | Year2Amt |
| Year3 | $1,426,251 | Year3Amt |
| Total | $6,284,088 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $370,212 | CurrentYearAmt |
| Year1 | $173,949 | Year1Amt |
| Year2 | $286,986 | Year2Amt |
| Year3 | $249,376 | Year3Amt |
| Total | $1,080,523 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,733,415 | CurrentYearAmt |
| Year1 | $1,072,121 | Year1Amt |
| Year2 | $1,221,154 | Year2Amt |
| Year3 | $1,176,875 | Year3Amt |
| Total | $5,203,565 | 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 | $1,695,407 | CurrentYearAmt |
| Year1 | $1,466,431 | Year1Amt |
| Year2 | $1,312,965 | Year2Amt |
| Year3 | $1,211,231 | Year3Amt |
| Total | $5,686,034 | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AU DB FOUNDATION | |||||||
| 5201 SOUTH QUEBEC STREET | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | CAMPERSHIP | $10,000 |
| 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 | HOUSING SCHOLARSHIP | $10,000 |
| CRYSTAL LAKE CAMPS | |||||||
| 1676 CRYSTAL LAKE ROAD | HUGHESVILLE | PA | 17737 | NONE | PC | CAMPERSHIP | $10,000 |
| FRIENDS OF CAMP BOW-ISLE | |||||||
| 14923 SOUTHEAST 183RD STREET | RENTON | WA | 98058 | NONE | PC | CAMPERSHIP | $10,000 |
| HILARY WISE | |||||||
| 345 WEST PORTAL AVENUE | SAN FRANCISCO | CA | 94127 | NONE | I | JD LEADERSHIP AWARD | $5,000 |
| KELLY HIGHLANDS LEASING OFFICE | |||||||
| 3690 W BROADWAY | COLUMBIA | MO | 65203 | NONE | PC | JIM DOWCETT LEADERSHIP AWARD, AWARDED TO LAUREN DAUGHERTY. | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | BOSTON | MA | 02115 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | CITY OF INDUSTRY | CA | 91716 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | COLUMBIA | MO | 65211 | NONE | I | HOUSING SCHOLARSHIP | $10,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | CORVALLIS | OR | 97339 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | DENVER | CO | 80208 | NONE | I | HOUSING SCHOLARSHIP | $4,232 |
| STUDENT | |||||||
| PERSONAL ADDRESS | DOVE CANYON | CA | 92679 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | DURHAM | NH | 03824 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | ELSAH | IL | 62028 | NONE | I | HOUSING SCHOLARSHIP | $86,314 |
| STUDENT | |||||||
| PERSONAL ADDRESS | FORT COLLINS | CO | 80523 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | GRANVILLE | OH | 43023 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | HOLLISTON | MA | 01746 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | IRVINE | CA | 92617 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | ISLA VISTA | CA | 93117 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | KNOXVILLE | TN | 37916 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | LA JOLLA | CA | 92093 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | LAKE FOREST | IL | 60045 | NONE | I | HOUSING SCHOLARSHIP | $10,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | LOS ANGELES | CA | 91325 | NONE | I | HOUSING SCHOLARSHIP | $1,695 |
| STUDENT | |||||||
| PERSONAL ADDRESS | MERCER ISLAND | WA | 98040 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | MIAMI | FL | 331025551 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | MIDDLEBURY | VT | 05753 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | NEW LONDON | CT | 06320 | NONE | I | HOUSING SCHOLARSHIP | $15,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | NORTHRIDGE | CA | 91325 | NONE | I | HOUSING SCHOLARSHIP | $6,950 |
| STUDENT | |||||||
| PERSONAL ADDRESS | ORANGE | CA | 92866 | NONE | I | HOUSING SCHOLARSHIP | $3,750 |
| STUDENT | |||||||
| PERSONAL ADDRESS | ORANGE | CA | 92866 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | ROLLA | MO | 65409 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN DIEGO | CA | 92110 | NONE | I | HOUSING SCHOLARSHIP | $10,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN FRANCISCO | CA | 94127 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN FRANCISCO | CA | 94127 | NONE | I | HOUSING SCHOLARSHIP | $629 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN FRANCISCO | CA | 94127 | NONE | I | HOUSING SCHOLARSHIP | $4,900 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN FRANCISCO | CA | 94127 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN FRANCISCO | CA | 94127 | NONE | I | HOUSING SCHOLARSHIP | $3,950 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN FRANCISCO | CA | 94127 | NONE | I | HOUSING SCHOLARSHIP | $1,183 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN FRANCISCO | CA | 94127 | NONE | I | HOUSING SCHOLARSHIP | $800 |
| STUDENT | |||||||
| PERSONAL ADDRESS | SAN FRANCISCO | CA | 94127 | NONE | I | HOUSING SCHOLARSHIP | $809 |
| STUDENT | |||||||
| PERSONAL ADDRESS | ST LOUIS | MO | 63103 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | STANFORD | CA | 94305 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | TEMPE | AZ | 85281 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | TUSCALOOSA | AL | 35404 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | WASHINGTON | DC | 20016 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | WINTER PARK | FL | 32789 | NONE | I | HOUSING SCHOLARSHIP | $15,000 |
| STUDENT | |||||||
| PERSONAL ADDRESS | YUBA CITY | CA | 95991 | NONE | I | HOUSING SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,212 | 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 | $164,840 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $716,902 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $174,915 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,215,458 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REFUND | 01 | $10 |
| SETTLEMENT INCOME | 01 | $2,252 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,114,429 | ExclusionAmt |
| Related Or Exempt Function Incm | $174,915 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,289,344 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5B | LineNumberTxt |
| Relationship Statement | IN ADDITION TO PROVIDING SPIRITUALITY SUPPORTIVE HOUSING, ACTIVITIES, AND SERVICES AT ASHER HOUSES NEAR COLLEGES AND UNIVERSITY CAMPUSES, THE FOUNDATION ALSO PROVIDES FINANCIAL SUPPORT TO OFFSET HOUSING COSTS RELATED TO PARTICIPATION IN OTHER CHRISTIAN SCIENCE YOUTH-SERVING PROGRAMS. | RelationshipStatementTxt |
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 |
|---|---|---|---|---|---|---|
| NATIONAL LEADERSHIP COUNCIL DISCOVERY BOUND | ||||||
| 1 | 5201 SOUTH QUEBEC STREET | GREENWOOD VILLAGE | CO | 80111 | $215,000 | Yes (X) |
| HARVEY HEIGHS | ||||||
| 2 | T ROWE PRICE TRUST CO 7200 CAPITOL | MCLEAN | VA | 22101 | $20,000 | Yes (X) |
| SYNOVUS TRUST COMPANY | ||||||
| 3 | 8025 WESTSIDE PARKWAY | ALPHARETTA | GA | 30009 | $16,227 | Yes (X) |
| CHRISTIAN SCIENCE SOCIETY PERU | ||||||
| 4 | 703 GRANT STREET | PERU | IL | 61354 | $5,000 | Yes (X) |
| JAMES AND BARBARA WILLIAMS | ||||||
| 5 | 3483 GARDENIA LATE | 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 | $104,280 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $104,280 | DisbursementsCharitablePrpsAmt |
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 | AT COST | ListedAtCostOrFMVCd |
| Book Value | $41,305,327 | BookValueAmt |
| EOYFMV | $41,305,327 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,174 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,174 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $8,700 | BOYBookValueAmt |
| EOY Book Value | $16,200 | EOYBookValueAmt |
| EOYFMV | $16,200 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $13,652,503 | Amt |
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 |
|---|---|---|---|---|
| PROGRAM EXPENSE | $298,995 | $0 | $0 | $298,995 |
| BANK FEES | $106,455 | $106,455 | $106,455 | $0 |
| INSURANCE | $37,958 | $0 | $0 | $37,958 |
| INFORMATION TECHNOLOGY | $30,761 | $0 | $0 | $30,761 |
| REPAIRS & MAINTENANCE | $17,647 | $0 | $0 | $17,647 |
| DUES & SUBSCRIPTIONS | $10,547 | $0 | $0 | $10,547 |
| OFFICE EXPENSE | $8,226 | $0 | $0 | $8,226 |
| GIFTS & ACKNOWLEDGEMENTS | $5,880 | $0 | $0 | $5,880 |
| ADVERTISING | $1,558 | $0 | $0 | $1,558 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME | $14,967 | $14,967 | $14,967 |
| REFUND | $10 | $10 | |
| SETTLEMENT INCOME | $2,252 | $2,252 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $6,604 | BOYBookValueAmt |
| EOY Book Value | $9,140 | EOYBookValueAmt |
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 | $19,618 | $0 | $0 | $19,618 |
| PAYROLL FEES | $2,004 | $0 | $0 | $2,004 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $55,674 | $0 | $0 | $55,674 |
| TAXES & FEES | $70 | $0 | $0 | $70 |