ASSIST A GRAD SCHOLARSHIP FOUNDATION INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASSIST A GRAD SCHOLARSHIP FOUNDATION INC (EIN 23-7249031)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-14
- IRS object ID
- 202333189349208303
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:55:34-08:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942909592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHYS BOOKKEEPING & TAX SERVICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 KENTUCKY STREET SUITE A | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94533 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237249031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSIST-A-GRAD SCHOLARSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSI | BusinessNameControlTxt |
| Phone | 7073860423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 WEBSTER ST | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94533 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL SCOTT | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERYL | PersonFirstNm |
| Person Last | SCOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY OCONNELL | PreparerPersonNm |
| PTIN | P00362777 | PTIN |
| Phone | 7074261390 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $170,276 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $165,440 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $4,834 | OtherRevenueTotalAmt |
| Total Revenue | $170,276 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $137,466 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,480 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $350 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $401 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $2,445 | OtherExpensesTotalAmt |
| Total Expenses | $144,142 | TotalExpensesAmt |
| Excess Or Deficit For Year | $26,134 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $265,923 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $292,057 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,923 | BOYAmt |
| EOY | $292,057 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,923 | BOYAmt |
| EOY | $292,057 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,923 | BOYAmt |
| EOY | $292,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRIMARY EXEMPT PURPOSE - TO AWARD SCHOLARSHIPS TO HIGH SCHOOL GRADUATES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SCHOLARSHIPS ARE AWARDED TO LOCAL HIGH SCHOOL GRADUATES CHOSEN BY AN AWARDS COMMITTEE, WHICH CONSISTS OF THE DONORS AND THE BOARD OF GOVERNORS, RECIPIENTS ARE CHOSEN BASED ON SCHOLASTIC ACHIEVEMENTS AND FINANCIAL NEEDS. TOTAL SCHOLARSHIPS AWARDED FOR 2022/2023 WAS 122. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $137,466 | GrantsAndAllocationsAmt |
| Program Service Expenses | $144,042 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $144,042 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RITA SANTOS | ||
| President | 1.00 | $0 |
| JIM TOMASELLO | ||
| Vice President | 1.00 | $0 |
| SHERI CARPENTER | ||
| Treasurer | 1.00 | $0 |
| SHERYL SCOTT | ||
| Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHYS BOOKKEEPING TAX SVC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 KENTUCKY ST STE A | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94533 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7074261390 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $165,440 | CurrentTaxYearAmt |
| Total | $683,059 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $165,440 | CurrentTaxYearAmt |
| Total | $683,059 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $683,059 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2 | CurrentTaxYearAmt |
| Total | $96 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,834 | CurrentTaxYearAmt |
| Total | $20,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $703,520 | TotalSupportAmt |
| Public Support CY170 | 0.97090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | ADMINISTRATIVE FEES $4834 |
| Grants and Similar Amounts Paid In Excess of $5,000.3 | | Donee's Name: CALIFORNIA POLYTECHNIC ST UNIVERSITY | Donee's Address: ADMIN BLDG 212 SAN LUIS OBISPO CA 93407 | Cash Amount Given: $6800 |
| Grants and Similar Amounts Paid In Excess of $5,000.10 | | Donee's Name: CSU EAST BAY | Donee's Address: 25800 CARLOS BEE BLVD HAYWARD CA 94542 | Cash Amount Given: $5500 |
| Grants and Similar Amounts Paid In Excess of $5,000.15 | | Donee's Name: DIABLO VALLEY COLLEGE | Donee's Address: 321 GOLF CLUB RD PLEASANT HILL CA 94523 | Cash Amount Given: $5500 |
| Grants and Similar Amounts Paid In Excess of $5,000.23 | | Donee's Name: SOLANO COMMUNITY COLLEGE | Donee's Address: 4000 SUISUN VALLEY RD FAIRFIELD CA 94534 | Cash Amount Given: $23433 |
| Grants and Similar Amounts Paid In Excess of $5,000.28 | | Donee's Name: UC REGENTS-UC BERKELEY | Donee's Address: 110 SPROUL HALL #5800 BERKELEY CA 94720 | Cash Amount Given: $13000 |
| Grants and Similar Amounts Paid In Excess of $5,000.29 | | Donee's Name: UC REGENTS-UC DAVIS | Donee's Address: 1 SHIELDS AVE DAVIS CA 95616 | Cash Amount Given: $10500 |
| Grants and Similar Amounts Paid In Excess of $5,000.32 | | Donee's Name: UC REGENTS-UC SANTA BARBARA | Donee's Address: ROOM 1210 CHEADLE HALL SANTA BARBARA CA 93106 | Cash Amount Given: $7500 |
| Grants and Similar Amounts Paid In Excess of $5,000.34 | | Donee's Name: UC REGENTS-UCLA | Donee's Address: P O BOX 957089 LOS ANGELES CA 90095 | Cash Amount Given: $8250 |
| Other Expenses.1 | INSURANCE $1150 |
| Other Expenses.2 | SUPPLIES $512 |
| Other Expenses.4 | DUES $375 |
| Other Expenses.5 | WEBSITE $308 |
| Other Expenses.6 | REGISTRATIONFEES $100 |