2026-03-10T08:39:55-07:00 2025-06-30 922053187 Hezlep Nonprofit Advisors 3050 Five Forks Trickum Rd SW Suite Lilburn GA 30047 990EZ 2024-07-01 475514105 ASFIP Foundation Inc ASFI 7705953633 4279 ROSWELL RD SUITE 208 296 ATLANTA GA 30342 KATHLEEN CHRISMAN Chairman 2026-03-10 true true ADAM HEZLEP P03216230 7705127600 X 2024 2025-03-06 01:10:19Z X asfip.org/foundation X X 50046 X 28922 16094 0 0 0 0 5030 50046 26900 21166 1393 10574 60033 -9987 153642 -2824 140831 X 156266 143455 156266 143455 2624 2624 153642 140831 To provide life-long learning and development in investment knowledge in order to contribute to the lives of individuals in our surrounding community. Provided financial and volunteer support to local 501(c)(3) nonprofit organizations with missions that align with that of the Foundation to assist members of the community and to organize events that allow ASFIP members to use their professional expertise to assist member of the community. 26900 26900 26900 PATY HOLDMEYER Executive Dir. 5.00 0 KATHLEEN CHRISMAN Chairman 1.00 0 TROY HARMON Treasurer 1.00 0 GOVIND HARIHARAN Secretary 1.00 0 CAROLE COX Director 1.00 0 JANET MILLER Director 1.00 0 RACHEL ZOU Director 1.00 0 RICHARD FENDLER Director 0 0 MAGGIE LOVATT ROBINSON Director 0 0 ANNA TABKE Director 0 0 RHONDA POTTER Director 0 0 ERNIE CABALLERO Director 0 0 CHRISTIANNE CURRAN Director 0 0 ARADHANA KEJRIWAL Director 0 0 false false false false false false false 0 0 0 false 0 0 false GA PATY HOLDMEYER 4279 ROSWELL RD SUITE 208 296 ATLANTA GA 30342 6783248474 false false false false false false false false false false false NONE NONE true X 20633 46478 33677 53653 28922 183363 0 0 20633 46478 33677 53653 28922 183363 13150 170213 2073 3517 3147 2710 2651 14098 0 30 30 197491 0.86190 0.85360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Other Revenue.1 OTHER REVENUE $5030 Other Expenses.1001 Advertising and Promotion $1486 Other Expenses.1002 Office Expenses $1822 Other Expenses.1007 Conferences, Conventions, and Meetings $102 Other Expenses.1 IN KIND MATERIALS $3219 Other Expenses.2 BOOKS $2625 Other Expenses.3 EVENT $681 Other Expenses.4 MEMBERSHIP $390 Other Expenses.5 OTHER EXPENSES $229 Other Expenses.6 TAXES & LICENSES $20 Total Liabilities.1 SECURITY TRANSFER - Beginning $2624 SECURITY TRANSFER - Ending $2624