ASHER STUDENT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASHER STUDENT FOUNDATION (EIN 38-1690200)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202631349349103953
- Schema version
- 2024v5.5
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2026-05-14T14:29:09-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN STREET SUITE 700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,330,643 | 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 | $422,822 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $223,698 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $223,698 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $223,698 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $794,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $794,736 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $794,736 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $233,216 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $233,216 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,330,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,066,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,330,812 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $71,393 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $17,820 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,491 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17,491 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,023,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,366,737 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,340,534 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $242,482 | 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 | $242,482 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $477,683 | 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 | $477,683 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $140,992 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $140,992 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,366 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,366 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $114,687 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $114,687 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,472 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,426 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $146,426 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,046 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $37,739 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $218,664 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $380,870 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $233,216 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $147,654 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $85,146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $85,146 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $15,517 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,517 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $557,542 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,137 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $549,405 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,436,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $387,779 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,829,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $481,327 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $481,327 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,917,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $387,779 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,311,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,105,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,212,174 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $952,755 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,109 | CashBOYAmt |
| Cash EOY | $359,518 | CashEOYAmt |
| Cash EOYFMV | $359,518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,691,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,869,585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,869,585 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $160 | AcctRcvblAmt |
| Acct Rcvbl BOY | $661 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $160 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $160 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $62,239 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,391 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,391 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $46,234,559 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,700,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,700,543 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,588,288 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,902,449 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,764,610 | LandBOYAmt |
| Land EOY | $9,685,839 | LandEOYAmt |
| Land EOYFMV | $16,284,982 | LandEOYFMVAmt |
| Other Assets BOY | $113,762 | OtherAssetsBOYAmt |
| Other Assets EOY | $61,464 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $61,464 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,947,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,731,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,330,643 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $178,378 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $228,328 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $97,754 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $59,039 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $276,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $287,367 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $57,671,186 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,444,133 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,671,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,444,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,947,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,731,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,671,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,105,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,400 | OtherIncreasesAmt |
| Subtotal | $60,778,203 | SubtotalAmt |
| Other Decreases | $334,070 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,444,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM PUBLICLY TRADED SECURITIES | P | 2024-07-01 | 2025-06-30 | $281,337 | $209,944 | $71,393 | $71,393 |
| LONG TERM PUBLICLY TRADED SECURITIES | P | 2023-07-01 | 2025-06-30 | $16,785,031 | $12,525,612 | $4,259,419 | $4,259,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,330,812 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $71,393 | 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 | $216,605 | $25,877 | $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 (ENDED 2/25) | 1.00 | $0 | $0 | $0 |
| JONATHAN BORJA | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | VICE PRESIDENT (STARTED 2/25) | 1.00 | $0 | $0 | $0 |
| TODD GOLDMAN | ||||||||
| 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 |
| ELIZABETH MASSEY | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUE ELLEN COUGHTRY | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAITLIN SHEASLEY | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JESSICA BEARDEN | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | MARKETING AND OUTREA | 40.00 | $87,227 | $29,546 | $0 |
| MEGHAN REEHL | ||||||||
| 345 WEST PORTAL AVENUE NO 120 | SAN FRANCISCO | CA | 94127 | DIRECTOR OF HOUSE OP | 40.00 | $92,500 | $9,395 | $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 | $60,187 |
| BAKER TILLY US LLP | |||||
| 2050 MAIN ST | IRVINE | CA | 92614 | AUDIT & TAX SERVICES | $54,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO ENCOURAGE SPIRITUAL GROWTH AND THE PRACTICE OF CHRISTIAN SCIENCE HEALING THROUGH NURTURING COMMUNITY, SUPPORTING HOME AND HOUSING, AND INSPIRING CONTINUOUS LEARNING AND SERVICE. | Description1Txt |
| Expenses1 | $2,062,933 | 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 | $46,961,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,698,062 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,659,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,659,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $729,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,929,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,396,497 | 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 | $2,311,044 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,311,044 | 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 | $952,755 | CurrentYearAmt |
| Year1 | $835,679 | Year1Amt |
| Year2 | $802,872 | Year2Amt |
| Year3 | $967,431 | Year3Amt |
| Total | $3,558,737 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $809,842 | CurrentYearAmt |
| Year1 | $710,327 | Year1Amt |
| Year2 | $682,441 | Year2Amt |
| Year3 | $822,316 | Year3Amt |
| Total | $3,024,926 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,311,044 | CurrentYearAmt |
| Year1 | $2,309,748 | Year1Amt |
| Year2 | $2,060,432 | Year2Amt |
| Year3 | $2,103,627 | Year3Amt |
| Total | $8,784,851 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $481,327 | CurrentYearAmt |
| Year1 | $536,857 | Year1Amt |
| Year2 | $296,006 | Year2Amt |
| Year3 | $370,212 | Year3Amt |
| Total | $1,684,402 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,829,717 | CurrentYearAmt |
| Year1 | $1,772,891 | Year1Amt |
| Year2 | $1,764,426 | Year2Amt |
| Year3 | $1,733,415 | Year3Amt |
| Total | $7,100,449 | 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 | $1,597,665 | CurrentYearAmt |
| Year1 | $1,467,365 | Year1Amt |
| Year2 | $1,385,661 | Year2Amt |
| Year3 | $1,695,407 | Year3Amt |
| Total | $6,146,098 | 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 (72 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 7TH STREET STATION | ||||||||||||
| 701 SW 7TH STREET | CORVALIS | OR | 97333 | NONE | PC | HOUSING SCHOLARSHIP | $2,350 | |||||
| ALLIANCE PROPERTY MANAGEMENT | ||||||||||||
| 206 SOUTHWIND PLACE SUITE 1A | MANHATTAN | KS | 66503 | NONE | PC | HOUSING SCHOLARSHIP | $3,500 | |||||
| AU DB FOUNDATION | ||||||||||||
| 5201 S QUEBEC STREET | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | CAMPERSHIP | $12,000 | |||||
| BACKYARD BROKERAGE | ||||||||||||
| 5617 DOROTHY DRIVE | SAN DIEGO | CA | 92115 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| BOULDER PROPERTY MANAGEMENT CORPORATION | ||||||||||||
| 1100 28TH STREET STE 100 | BOULDER | CO | 80303 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| CAMPS LEELANAU & KOHAHNA | ||||||||||||
| 1653 SOUTH PORT ONEIDA ROAD | MAPLE CITY | MI | 49664 | NONE | PC | CAMPERSHIP | $12,000 | |||||
| CAMPS NEWFOUND & OWATONNA | ||||||||||||
| 4 CAMP NEWFOUND ROAD | HARRISON | ME | 04040 | NONE | PC | CAMPERSHIP | $12,000 | |||||
| CAMPUS CONNECTION PROPERTY MANAGEMENT | ||||||||||||
| 2955 HILYARD ST | EUGENE | OR | 97405 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| CANVAS TEMPE | ||||||||||||
| 1028 E ORANGE STREET | TEMPE | AZ | 85281 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| CC RENTALS | ||||||||||||
| 819 N TEJON ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| CDC OXFORD LLC | ||||||||||||
| 610 OXFORD COMMONS | OXFORD | OH | 45056 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| CEDARS CAMPS | ||||||||||||
| 410 SOVEREIGN COURT 8 | BALLWIN | MO | 63011 | NONE | PC | CAMPERSHIP | $12,000 | |||||
| CHERISHABILITY (FORMERLY RAINBOW VALLEY RESOURCE NETWORK INC) | ||||||||||||
| 555 SOUTHEAST MARTIN LUTHER KING | PORTLAND | OR | 97214 | NONE | PC | WORK EXPERIENCE PROGRAM | $86,000 | JUNIOR BOULEVARD SUITE 105 6508 | ||||
| CHRISTIAN SCIENCE LITERATURE JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| 18301 102ND AVE SUITE A | BOTHELL | WA | 98011 | NONE | PC | COMPASS THE CITY | $7,400 | |||||
| COLORADO SCHOOL OF MINES | ||||||||||||
| PO BOX 735373 | DALLAS | TX | 75373 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| CONNECTICUT COLLEGE | ||||||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| CORNELL COLLEGE | ||||||||||||
| 810 COMMONS CIRCLE SW 1093 | MOUNT VERNON | IA | 52314 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| CRYSTAL LAKE CAMPS | ||||||||||||
| 1676 CRYSTAL LAKE ROAD | HUGHESVILLE | PA | 17737 | NONE | PC | CAMPERSHIP | $12,000 | |||||
| CSRE MANAGEMENT | ||||||||||||
| 1451 TERMONT ST | BOSTON | MA | 02120 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| DIVERSIFIED PROPERTY MANAGEMENT & REAL ESTATE SERVICES | ||||||||||||
| 1010 AIRPORT ROAD SOUTHEAST | ALBANY | OR | 97322 | NONE | PC | HOUSING SCHOLARSHIP | $3,350 | |||||
| DUERKSEN AND ASSOCIATES | ||||||||||||
| 913 NW GRANT AVE | CORVALIS | OR | 97330 | NONE | PC | HOUSING SCHOLARSHIP | $1,650 | |||||
| ECKERD COLLEGE | ||||||||||||
| 4200 54TH AVENUE SOUTH | ST PETERSBURG | FL | 33711 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| ELEMENT COMMUNITIES DOWNTOWN | ||||||||||||
| 1221 E WALNUT ST | COLUMBIA | MO | 65201 | NONE | PC | HOUSING SCHOLARSHIP | $3,550 | |||||
| EMBRY RIDDLE AERONAUTICAL UNIVERSITY | ||||||||||||
| 3700 WILLOW CREEK RD | PRESCOTT | AZ | 86301 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| EMU OFFICE OF FINANCIAL AID | ||||||||||||
| 268 STUDENT CENTER | YPSILANTI | MI | 48197 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| FLATS AT WILDHORSE VILLAGE | ||||||||||||
| 16455 WILDHORSE LAKE BLVD | CHESTERFIELD | MO | 63017 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| FRIENDS OF CAMP BOW-ISLE | ||||||||||||
| 14923 SOUTHEAST 183RD STREET | RENTON | WA | 98058 | NONE | PC | CAMPERSHIP | $12,000 | |||||
| HEIDELBERG UNIVERSITY | ||||||||||||
| 310 EAST MARKET STREET | TIFFIN | OH | 44883 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| IU INDIANAPOLIS OFFICE OF FINANCIAL AID & SCHOLARSHIPS | ||||||||||||
| PO BOX 6035 | INDIANAPOLIS | IN | 46206 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| IV PROPERTIES | ||||||||||||
| 5662 CALLE REAL 142 | GOLETA | CA | 93117 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| LANDIS PROPERTIES | ||||||||||||
| 2230 HASTE ST 201 | BERKELEY | CA | 94704 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| METROPOLITAN PROPERTIES | ||||||||||||
| 2162 WISCONSIN AVENUE NORTHWEST | WASHINGTON | DC | 20007 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| MIDDLEBURY COLLEGE | ||||||||||||
| 7 FROG HOLLOW ALLEY | MIDDLEBURY | VT | 05753 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| MISSOURI S&T CASHIER'S OFFICE | ||||||||||||
| 300 W 13TH STREET G-1 PARKER HALL | ROLLA | MO | 65409 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| OXFORD COMPANIES | ||||||||||||
| 777 E EISENHOWER PKWY SUITE 850 | ANN ARBOR | MI | 48108 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| REAL PROPERTY GROUP | ||||||||||||
| 1207 WEST BROADWAY STE A | COLUMBIA | MO | 65203 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| RIVERSEDGE APARTMENTS | ||||||||||||
| 277 MAIN STREET | DURHAM | NC | 03824 | NONE | PC | HOUSING SCHOLARSHIP | $3,054 | |||||
| ROLLINS COLLEGE | ||||||||||||
| 2716 ATTN TANIA MICALIZIO | WINTER PARK | FL | 32789 | NONE | PC | HOUSING SCHOLARSHIP | $16,000 | |||||
| SAINT LOUIS UNIVERSITY | ||||||||||||
| DUBOURG HALL RM 2 1 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| SDSU UNIVERSITY | ||||||||||||
| 5500 CAMPANILE DRIVE SSW 2536 | SAN DIEGO | CA | 92182 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| SIMMONS UNIVERSITY | ||||||||||||
| 300 FENWAY | BOSTON | MA | 02115 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| SKIDMORE COLLEGE | ||||||||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| ST GEORGE & ASSOCIATES | ||||||||||||
| 831 CLIFF DR SUITE 100 | SANTA BARBARA | CA | 93101 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| STUDENT CO AMELIE VILLA LANDLORD | ||||||||||||
| PERSONAL ADDRESS | RED BANK | NJ | 07701 | NONE | I | HOUSING SCHOLARSHIP | $4,000 | |||||
| STUDENT CO COLTON MCCAIN LANDLORD | ||||||||||||
| PERSONAL ADDRESS | TRUCKEE | CA | 96161 | NONE | I | HOUSING SCHOLARSHIP | $4,000 | |||||
| STUDENT CO DAVID BOTTENFILED LANDLO | ||||||||||||
| PERSONAL ADDRESS | STAUNTON | VA | 24401 | NONE | I | HOUSING SCHOLARSHIP | $5,000 | |||||
| STUDENT CO DONNA SPAHN LANDLORD | ||||||||||||
| PERSONAL ADDRESS | NEW ORLEANS | LA | 70125 | NONE | I | HOUSING SCHOLARSHIP | $4,000 | |||||
| STUDENT CO JANICE STONE LANDLORD | ||||||||||||
| PERSONAL ADDRESS | PARKER | CO | 80138 | NONE | I | HOUSING SCHOLARSHIP | $4,000 | |||||
| STUDENT CO JASON ZANA LANDLORD | ||||||||||||
| PERSONAL ADDRESS | SAN DIEGO | CA | 92101 | NONE | I | HOUSING SCHOLARSHIP | $4,000 | |||||
| STUDENT CO JEFFREY BERLIN LANDLORD | ||||||||||||
| PERSONAL ADDRESS | DURHAM | NH | 03824 | NONE | I | HOUSING SCHOLARSHIP | $473 | |||||
| STUDENT CO MICHELE DRUCKER LANDLORD | ||||||||||||
| PERSONAL ADDRESS | MIAMI | FL | 33134 | NONE | I | HOUSING SCHOLARSHIP | $4,000 | |||||
| STUDENT CO MIKE MCELROY LANDLORD | ||||||||||||
| PERSONAL ADDRESS | SAN DIEGO | CA | 92101 | NONE | I | HOUSING SCHOLARSHIP | $4,000 | |||||
| STUDENT CO WALT BERLING LANDLORD | ||||||||||||
| PERSONAL ADDRESS | BOISE | ID | 83712 | NONE | I | HOUSING SCHOLARSHIP | $4,000 | |||||
| TAU EPSILON CHAPTER OF PSI UPSILON | ||||||||||||
| 755 DURHAM BROWN ROAD | SENECA | SC | 29678 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| THE BERSKSHIRE APARTMENTS | ||||||||||||
| 3413 STONEYBRAE DRIVE | FALLS CHURCH | VA | 22044 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| THE PRINCIPIA | ||||||||||||
| 1 MAYBECK PLACE | ELSAH | IL | 62028 | NONE | PC | HOUSING SCHOLARSHIP | $56,000 | |||||
| THE STANDARD AT ST LOUIS | ||||||||||||
| 3853 FOREST PARK AVENUE | ST LOUIS | MO | 63108 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| THOMAS JEFFERSON RESIDENTIAL LIFE | ||||||||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UC IRVINE UC REGENTS | ||||||||||||
| 102 ALDRICH HALL | IRVINE | CA | 92697 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UC REGENTS FOR UC BERKELEY | ||||||||||||
| 16 SPROUT HALL 1960 | BERKELEY | CA | 94720 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UCSC UC REGENTS | ||||||||||||
| 1156 HIGH STREET 205 | SANTA CRUZ | CA | 95064 | NONE | PC | HOUSING SCHOLARSHIP | $8,000 | |||||
| UNIVERSITY OF AMSTERDAM | ||||||||||||
| NONE | PC | HOUSING SCHOLARSHIP | $5,000 | SPORTSTRAAT 139 | GHENT | BE | ||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||||||
| 2610 CHANNING WAY 2272 | BERKELEY | CA | 94720 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UNIVERSITY OF MISSOURI COLUMBIA | ||||||||||||
| 11 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UNIVERSITY OF NEW HAMPSHIRE | ||||||||||||
| 11 GARRISON AVE | DURHAM | NH | 03824 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 450 RIDGE ROAD SUITE 2215 | CHAPEL HILL | NC | 27599 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UNIVERSITY OF SOUTH CAROLINA | ||||||||||||
| 1244 BLOSSOM ST STE 128 | COLUMBIA | SC | 29208 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||||
| 1616 GUADALUPE STREET | AUSTIN | TX | 78701 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | |||||
| UNIVERSITY OF TORONTO | ||||||||||||
| NONE | PC | HOUSING SCHOLARSHIP | $4,000 | 172 SAINT GEORGE STREET | TORONTO | CA | ON M5R 2LB | |||||
| UNIVERSITY OF VERMONT | ||||||||||||
| 217 WATERMAN BUILDING 85 SOUTH | BURLINGTON | VT | 054050160 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | PROSPECT STREET | ||||
| UVM STUDENT FINANCIAL SERVICES | ||||||||||||
| 223 WATERMAN BUILDING 85 SO | BURLINGTON | VT | 05045 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | PROSPECT ST | ||||
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||||||
| ONE BROOKLINE DRIVE MSC 1041-105-05 | ST LOUIS | MO | 63130 | NONE | PC | HOUSING SCHOLARSHIP | $4,000 | ROOM 020 SUMMERS WELCOME CENTER | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $481,327 | 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 | $223,698 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $794,736 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,330,812 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,367,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,367,066 | 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 | $276,000 | Yes (X) |
| FIRST CHURCH OF CHRIST SCIENTIST VA | ||||||
| 2 | 19425 SOLEDAD CANYON ROAD 463 | SANTA CLARITA | CA | 91351 | $100,000 | Yes (X) |
| CLARA LEWIS (RECEIVED FROM SYNOVUS) | ||||||
| 3 | 8025 WESTSIDE PARKWAY | ALPHARETTA | GA | 30009 | $15,878 | Yes (X) |
| JAMES AND BARBARA WILLIAMS | ||||||
| 4 | 3483 GARDENIA LANE | YORBA LINDA | CA | 92886 | $5,000 | Yes (X) |
| JEAN GERMAN | ||||||
| 5 | 372 LAKE ROAD | DRYDEN | NY | 13053 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $114,687 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $114,687 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2024-06-30 | $4,587,865 | L | $0 | $0 | $0 | ||
| BUILDINGS | 2024-06-30 | $6,674,891 | SL | $170,053 | $0 | $0 | $1,873,786 | 40.000000000000 |
| IMPROVEMENTS | 2024-06-30 | $1,019,870 | SL | $29,716 | $0 | $0 | $564,384 | 27.000000000000 |
| FURNITURE AND FIXTURES | 2024-06-30 | $305,662 | SL | $18,895 | $0 | $0 | $245,615 | 10.000000000000 |
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 | $47,700,543 | BookValueAmt |
| EOYFMV | $47,700,543 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $4,587,865 | $0 | $4,587,865 |
| BUILDINGS | $6,674,891 | $2,043,839 | $4,631,052 |
| IMPROVEMENTS | $1,019,870 | $594,100 | $425,770 |
| FURNITURE AND FIXTURES | $305,662 | $264,510 | $41,152 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,366 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,366 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $30,800 | $15,375 | $15,375 |
| OPERATING RIGHT-OF-USE ASSETS | $82,962 | $46,089 | $46,089 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $334,070 | 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 |
|---|---|---|---|---|
| BANK FEES | $8,137 | $8,137 | $8,137 | $0 |
| INSURANCE | $69,274 | $0 | $0 | $69,274 |
| INFORMATION TECHNOLOGY | $38,778 | $0 | $0 | $38,778 |
| REPAIRS & MAINTENANCE | $28,795 | $0 | $0 | $28,795 |
| DUES & SUBSCRIPTIONS | $2,860 | $0 | $0 | $2,860 |
| OFFICE EXPENSE | $20,149 | $0 | $0 | $20,149 |
| GIFTS & ACKNOWLEDGEMENTS | $5,330 | $0 | $0 | $5,330 |
| ADVERTISING | $9,465 | $0 | $0 | $9,465 |
| PROGRAM EXPENSE | $374,754 | $0 | $0 | $374,754 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME | $17,491 | $17,491 | $17,491 |
| REFUNDS | $329 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT | Desc |
| Amt | $1,400 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $10,280 | $9,168 |
| OBLIGATION UNDER OPERATING LEASES | $87,474 | $49,871 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $2,792 | $0 | $0 | $2,792 |
| PROPERTY MANAGEMENT FEES | $4,235 | $0 | $0 | $4,235 |
| INVESTMENT MANAGEMENT FEES | $146,426 | $146,426 | $146,426 | $0 |
| PAYROLL FEES | $2,779 | $0 | $0 | $2,779 |
| CONSULTANT FEES | $6,240 | $0 | $0 | $6,240 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $37,739 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,739 | DisbursementsCharitablePrpsAmt |