ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC (EIN 04-9033006)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-15
IRS object ID: 202532889349302118
Schema version: 2024v5.2
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
Schedule C
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-15T12:02:02-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	331361451	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KEVIN UBELHART CPA PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	26137 TALAMORE DR	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20152	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	049033006	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ASSOCIATION OF INVESTMENT MANAGEMENT	BusinessNameLine1Txt
Business Name Line2	SALES EXECUTIVES INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ASSO	BusinessNameControlTxt
Phone	7032344098	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 EDGEWATER PL 600	AddressLine1Txt
City	WAKEFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	018806200	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CLAUDETTE GRANT	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	7032344098	PhoneNum
Signature	2025-09-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEVIN UBELHART	PreparerPersonNm
PTIN	P00431964	PTIN
Phone	7035598043	PhoneNum
Preparation	2025-09-29	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MATTHEW A PAWLAK	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 EDGEWATER PL 600	AddressLine1Txt
City	WAKEFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	018806200	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,453,632	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.AIMSE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1977	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE A FORUM FOR SALES AND MARKETING PROFESSIONALS IN THE INVESTMENT MANAGEMENT INDUSTRY.	ActivityOrMissionDesc
Voting Members Governing Body	22	VotingMembersGoverningBodyCnt
Voting Members Independent	22	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	22	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$1,736,783	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,420,459	CYProgramServiceRevenueAmt
PY Investment Income	$17,779	PYInvestmentIncomeAmt
CY Investment Income	$33,173	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,754,562	PYTotalRevenueAmt
CY Total Revenue	$1,453,632	CYTotalRevenueAmt
PY Grants And Similar Paid	$30,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$30,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,619,544	PYOtherExpensesAmt
CY Other Expenses	$1,298,003	CYOtherExpensesAmt
PY Total Expenses	$1,649,544	PYTotalExpensesAmt
CY Total Expenses	$1,328,003	CYTotalExpensesAmt
PY Revenues Less Expenses	$105,018	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$125,629	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,098,308	TotalAssetsBOYAmt
Total Assets EOY	$1,168,146	TotalAssetsEOYAmt
Total Liabilities BOY	$283,880	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$228,089	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$814,428	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$940,057	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE A FORUM FOR SALES AND MARKETING PROFESSIONALS IN THE INVESTMENT MANAGEMENT INDUSTRY. WE EMPHASIZE EDUCATION, IMPROVING SKILLS, AND ENABLING MEMBERS TO ADAPT TO THE CHANGING NEEDS OF THE MARKETPLACE. AIMSE FOSTERS HIGH ETHICAL AND PROFESSIONAL STANDARDS REGARDING THE REPRESENTATION OF INVESTMENT STRATEGIES AND SERVICES, AND ACTIVELY PROMOTES DIVERSITY AND INCLUSION THROUGHOUT THE INVESTMENT MANAGEMENT INDUSTRY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	EDUCATE OUR MEMBERS ON ETHICAL AND PROFESSIONAL STANDARDS IN THE INVESTMENT MANAGEMENT SALES AND MARKETING SERVICES. ALSO IMPROVE THEIR SKILLS TO HELP THEM ADAPT TO A CHANGING MARKETPLACE. THIS IS ACCOMPLISHED THROUGH ANNUAL CONFERENCES, MEETINGS, AND NEWSLETTERS.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (1)	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	22	GoverningBodyVotingMembersCnt
Independent Voting Member	22	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VIRTUAL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7032344098	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 EDGEWATER PL STE 600	AddressLine1Txt
City	WAKEFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01880	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MATTHEW A PAWLAK
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
CHRISTA MAXWELL
VICE PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
CLAUDETTE GRANT
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
ANTHONY BUSCEMI
EMERITUS PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
BETH BREWER
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
SEAN CLARK
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
PETER CRIVELLI
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MOLLY GIFFEN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
RAMON GONZALEZ
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
GREG GRAZIANO
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
BRAD HAUGHEY
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MAUREEN KENNEDY HAYS
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
CHRISTY MCKEE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MICHAEL PECK
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JENNIFER PITTMAN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
CHELSEA RAMOS
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MICHELLE RIFFELMACHER
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
RICHARD SHUSMAN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
CHARLOTTE WALSH
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
MELISSA SMITH
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JAMES STAFFORD
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JAY WILTSHIRE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
ADAM GERENTINE
FORMER EMIERTUS PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
CHELSEA CARBONEL
FORMER BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
LEWIS DEL PONTE
FORMER BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
KEITH WOSNESKI
FORMER BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
AMI E FOX
FORMER BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
KERRA SMITH
FORMER BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MARK A SULLIVAN
FORMER BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DEREK M TUBBS
FORMER BOARD MEMBER	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
VIRTUAL INC
401 EDGEWATER PLACE STE 600	WAKEFIELD	MA	01880	FINANCIAL & MANAGEMENT SERVICES	$450,680
BOCA RATON RESORT & CLUB
501 EASL CAMINO REAL	BOCA RATON	FL	33432	ANNUAL CONFERENCE	$339,179

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL CONFERENCE	611430	$678,045	$678,045
MEETINGS, CONFERENCES	611430	$486,279	$486,279
MEMBERSHIP DUES	611430	$198,635	$198,635
SPONSORSHIP REVENUE	611430	$57,500	$57,500

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,420,459	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$33,173	TotalRevenueColumnAmt
Exclusion	$33,173	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,453,632	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,420,459	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$33,173	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$30,000	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$379,631	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,309	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,725	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$24,817	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,326	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$26,839	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$831,365	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$823	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,703	TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt
MERCHANT AND BANK FEES	$14,646
TELEPHONE	$3,382
OTHER EXPENSES	$1,437

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,328,003	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,013,429	BOYAmt
EOY	$1,056,115	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,422	BOYAmt
EOY	$1,345	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$77,988	BOYAmt
EOY	$109,040	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,469	BOYAmt
EOY	$1,646	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,098,308	BOYAmt
EOY	$1,168,146	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$154,998	BOYAmt
EOY	$57,531	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$128,882	BOYAmt
EOY	$170,558	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$283,880	BOYAmt
EOY	$228,089	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$814,428	BOYAmt
EOY	$940,057	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$814,428	BOYAmt
EOY	$940,057	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,098,308	BOYAmt
EOY	$1,168,146	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$125,629	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	0	SubstantiallyAllDuesNondedInd
Only In House Lobbying	Yes (1)	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	0	AgreeCarryoverPriorYearInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT A TOIGO FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	180 GRAND AVENUE SUITE 925	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	133565420	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$30,000	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.	PurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION HAS PARTNERED WITH A REPUTABLE 501(C)(3) ORGANIZATION WHO RECEIVES THE GRANT MONEY AND THEN DISBURSES THE SCHOLARSHIP FUNDS DIRECTLY TO THE SCHOOLS OF THE RECEIPIENTS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	THE ORGANIZATION UTILIZES A MANAGEMENT COMPANY TO PERFORM ITS FINANCIAL REPORTING FUNCTIONS.
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION HAS MEMBERS WHO PAY ANNUAL MEMBERSHIP DUES.
FORM 990, PART VI, SECTION A, LINE 7A	THE MEMBERS ELECT THE BOARD THROUGH A VOTE EACH YEAR.
FORM 990, PART VI, SECTION A, LINE 7B	THE ELECTED BOARD ACTS ON BEHALF OF THE MEMBERS AND IS MADE UP OF MEMBERS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11B	THE ORGANIZATION'S EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF THE BOARD OF DIRECTORS PRESIDENT, VICE-PRESIDENT, AND TREASURER, REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION HAS THEM AVAILABLE UPON REQUEST.