ASFIP FOUNDATION INC
Cite this
Plain text ASFIP FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/475514105. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). ASFIP FOUNDATION INC [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/475514105
MLA “ASFIP FOUNDATION INC.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/475514105. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990EZ · revenue $50K · expenses $60K · assets $143K
- EIN
- 47-5514105
- Address
- 4279 ROSWELL RD NE STE 208 PMB 296, ATLANTA, GA 30342-3705
- Website
- asfip.org/foundation
- NTEE code
- T12
- Subsection
- 501(c)(3)
- Ruling year
- 2016
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To provide life-long learning and development in investment knowledge in order to contribute to the lives of individuals in our surrounding community.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 33 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
33 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Paty Holdmeyer | Executive Dir. | 2021-2024 | 5 | $0 reported | 1 |
| Kathleen Chrisman | Chairman | 2021-2024 | 1 | $0 reported | 1 |
| Carole Cox | Director | 2016-2024 | 1 | $0 reported | 1 |
| Janet Miller | Director | 2021-2024 | 1 | $0 reported | 1 |
| Govind Hariharan | Secretary | 2016-2024 | 1 | $0 reported | 1 |
| Maggie Lovatt Robinson | Director | 2023-2024 | 0 | $0 reported | 1 |
| Richard Fendler | Director | 2022-2024 | 0 | $0 reported | 1 |
| Anna Tabke | Director | 2023-2024 | 0 | $0 reported | 1 |
| Rachel Zou | Director | 2023-2024 | 1 | $0 reported | 1 |
| Ernie Caballero | Director | 2023-2024 | 0 | $0 reported | 1 |
| Troy Harmon | Treasurer | 2023-2024 | 1 | $0 reported | 1 |
| Rhonda Potter | Director | 2024 | 0 | $0 reported | 1 |
| Christianne Curran | Director | 2024 | 0 | $0 reported | 1 |
| Aradhana Kejriwal | Director | 2016-2024 | 0 | $0 reported | 2 |
| Jackie Cushman (former) | DEVELOP CHAIR | 2016-2023 | 1 | $0 reported | 1 |
| Casey Byrne (former) | Treasurer | 2021-2023 | 1 | $0 reported | 1 |
| David Clarken (former) | Director | 2021-2023 | 0 | $0 reported | 1 |
| Nima Narasimhan (former) | Director | 2022-2023 | 0 | $0 reported | 1 |
| John Givens (former) | PROGRAM CHAIR | 2017-2022 | 1 | $0 reported | 1 |
| Maggie Lovatt (former) | Director | 2021-2022 | 0 | $0 reported | 1 |
| Dustin Martin (former) | Treasurer | 2016-2021 | 1 | $0 reported | 1 |
| Craig Ruff (former) | INVEST CHAIR | 2016-2021 | 1 | $0 reported | 1 |
| Degas Wright (former) | DEVELOP CHAIR | 2019-2021 | 1 | $0 reported | 1 |
| Stephen Davenport (former) | Director | 2016-2021 | 0 | $0 reported | 1 |
| Andretta Weaver (former) | Secretary | 2017-2020 | 1 | $0 reported | 2 |
| Kelly Caffarelli (former) | Director | 2019-2020 | 0 | $0 reported | 1 |
| Kathy Chrisman (former) | Director | 2017-2020 | 0 | $0 reported | 2 |
| Adam Gaslowitz (former) | Director | 2019-2020 | 0 | $0 reported | 1 |
| Robert Stammers (former) | Director | 2018 | 0 | $0 reported | 1 |
| Bob Stammers (former) | Director | 2017 | 0 | $0 reported | 1 |
| Vincent Baria (former) | Director | 2016 | 0 | $0 reported | 3 |
| Lashonda Fuselier (former) | Director | 2016 | 0 | $0 reported | 2 |
| Brion Friedman (former) | Secretary | 2016 | 0 | $0 reported | 1 |
People by year
2024 · 14 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATY HOLDMEYER | Executive Dir. | 5 | $0 | - | - | $0 | 1 |
| KATHLEEN CHRISMAN | Chairman | 1 | $0 | - | - | $0 | 1 |
| TROY HARMON | Treasurer | 1 | $0 | - | - | $0 | 1 |
| GOVIND HARIHARAN | Secretary | 1 | $0 | - | - | $0 | 1 |
| CAROLE COX | Director | 1 | $0 | - | - | $0 | 1 |
| JANET MILLER | Director | 1 | $0 | - | - | $0 | 1 |
| RACHEL ZOU | Director | 1 | $0 | - | - | $0 | 1 |
| RICHARD FENDLER | Director | 0 | $0 | - | - | $0 | 1 |
| MAGGIE LOVATT ROBINSON | Director | 0 | $0 | - | - | $0 | 1 |
| ANNA TABKE | Director | 0 | $0 | - | - | $0 | 1 |
| RHONDA POTTER | Director | 0 | $0 | - | - | $0 | 1 |
| ERNIE CABALLERO | Director | 0 | $0 | - | - | $0 | 1 |
| CHRISTIANNE CURRAN | Director | 0 | $0 | - | - | $0 | 1 |
| ARADHANA KEJRIWAL | Director | 0 | $0 | - | - | $0 | 2 |
2023 · 15 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATY HOLDMEYER | Executive Dir. | 5 | $0 | - | - | $0 | 1 |
| KATHLEEN CHRISMAN | Chairman | 1 | $0 | - | - | $0 | 1 |
| JACKIE CUSHMAN | DEVELOP CHAIR | 1 | $0 | - | - | $0 | 1 |
| CAROLE COX | GRANTMAKE CHAIR | 1 | $0 | - | - | $0 | 1 |
| JANET MILLER | INVEST CHAIR | 1 | $0 | - | - | $0 | 1 |
| GOVIND HARIHARAN | Secretary | 1 | $0 | - | - | $0 | 1 |
| CASEY BYRNE | Treasurer | 1 | $0 | - | - | $0 | 1 |
| MAGGIE LOVATT ROBINSON | Director | 0 | $0 | - | - | $0 | 1 |
| DAVID CLARKEN | Director | 0 | $0 | - | - | $0 | 1 |
| NIMA NARASIMHAN | Director | 0 | $0 | - | - | $0 | 1 |
| RICHARD FENDLER | Director | 0 | $0 | - | - | $0 | 1 |
| ANNA TABKE | Director | 0 | $0 | - | - | $0 | 1 |
| RACHEL ZOU | Director | 0 | $0 | - | - | $0 | 1 |
| ERNIE CABALLERO | Director | 0 | $0 | - | - | $0 | 1 |
| TROY HARMON | Director | 0 | $0 | - | - | $0 | 1 |
2022 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATY HOLDMEYER | Executive Dir. | 5 | $0 | - | - | $0 | 1 |
| KATHLEEN CHRISMAN | President | 1 | $0 | - | - | $0 | 1 |
| JACKIE CUSHMAN | DEVELOP CHAIR | 1 | $0 | - | - | $0 | 1 |
| JOHN GIVENS | PROGRAM CHAIR | 1 | $0 | - | - | $0 | 1 |
| JANET MILLER | INVEST CHAIR | 1 | $0 | - | - | $0 | 1 |
| CAROLE COX | GRANTMAKE CHAIR | 1 | $0 | - | - | $0 | 1 |
| CASEY BYRNE | Treasurer | 1 | $0 | - | - | $0 | 1 |
| GOVIND HARIHARAN | Secretary | 1 | $0 | - | - | $0 | 1 |
| MAGGIE LOVATT | Director | 0 | $0 | - | - | $0 | 1 |
| DAVID CLARKEN | Director | 0 | $0 | - | - | $0 | 1 |
| NIMA NARASIMHAN | Director | 0 | $0 | - | - | $0 | 1 |
| RICHARD FENDLER | Director | 0 | $0 | - | - | $0 | 1 |
2021 · 13 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATY HOLDMEYER | Executive Dir. | 1 | $0 | - | - | $0 | 1 |
| KATHLEEN CHRISMAN | President | 1 | $0 | - | - | $0 | 1 |
| JACKIE CUSHMAN | Secretary | 1 | $0 | - | - | $0 | 1 |
| DUSTIN MARTIN | Treasurer | 1 | $0 | - | - | $0 | 1 |
| CRAIG RUFF | INVEST CHAIR | 1 | $0 | - | - | $0 | 1 |
| DEGAS WRIGHT | DEVELOP CHAIR | 1 | $0 | - | - | $0 | 1 |
| JOHN GIVENS | PROGRAM CHAIR | 1 | $0 | - | - | $0 | 1 |
| CAROLE COX | GRANTMAKE CHAIR | 1 | $0 | - | - | $0 | 1 |
| STEPHEN DAVENPORT | Director | 0 | $0 | - | - | $0 | 1 |
| MAGGIE LOVATT | Director | 0 | $0 | - | - | $0 | 1 |
| CASEY BYRNE | Director | 0 | $0 | - | - | $0 | 1 |
| DAVID CLARKEN | Director | 0 | $0 | - | - | $0 | 1 |
| JANET MILLER | Director | 0 | $0 | - | - | $0 | 1 |
2020 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN DAVENPORT | PAST CHAIR | 0 | $0 | - | - | $0 | 1 |
| GOVIND HARIHARAN | Director | 0 | $0 | - | - | $0 | 1 |
| ANDRETTA WEAVER | Secretary | 1 | $0 | - | - | $0 | 2 |
| JOHN GIVENS | Director | 0 | $0 | - | - | $0 | 1 |
| CRAIG RUFF | INVEST CHAIR | 0 | $0 | - | - | $0 | 1 |
| DUSTIN MARTIN | Treasurer | 1 | $0 | - | - | $0 | 1 |
| JACKIE CUSHMAN | President | 1 | $0 | - | - | $0 | 1 |
| KELLY CAFFARELLI | Director | 0 | $0 | - | - | $0 | 1 |
| KATHY CHRISMAN | Director | 0 | $0 | - | - | $0 | 2 |
| DEGAS WRIGHT | DEVELOPM CHAIR | 0 | $0 | - | - | $0 | 1 |
| ADAM GASLOWITZ | Director | 0 | $0 | - | - | $0 | 1 |
| CAROLE COX | GRANT CHAIR | 0 | $0 | - | - | $0 | 1 |
2019 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN DAVENPORT | Director | 0 | $0 | - | - | $0 | 1 |
| GOVIND HARIHARAN | Director | 0 | $0 | - | - | $0 | 1 |
| ANDRETTA WEAVER | Secretary | 0 | $0 | - | - | $0 | 2 |
| JOHN GIVENS | Director | 0 | $0 | - | - | $0 | 1 |
| CRAIG RUFF | INVEST CHAIR | 0 | $0 | - | - | $0 | 1 |
| DUSTIN MARTIN | Treasurer | 0 | $0 | - | - | $0 | 1 |
| JACKIE CUSHMAN | President | 0 | $0 | - | - | $0 | 1 |
| KELLY CAFFARELLI | Director | 0 | $0 | - | - | $0 | 1 |
| KATHY CHRISMAN | Director | 0 | $0 | - | - | $0 | 2 |
| DEGAS WRIGHT | Director | 0 | $0 | - | - | $0 | 1 |
| ADAM GASLOWITZ | Director | 0 | $0 | - | - | $0 | 1 |
| CAROLE COX | Director | 0 | $0 | - | - | $0 | 1 |
2018 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN DAVENPORT | President | 0 | $0 | - | - | $0 | 1 |
| GOVIND HARIHARAN | Director | 0 | $0 | - | - | $0 | 1 |
| ANDRETTA WEAVER | Secretary | 0 | $0 | - | - | $0 | 2 |
| JOHN GIVENS | Director | 0 | $0 | - | - | $0 | 1 |
| CRAIG RUFF | Director | 0 | $0 | - | - | $0 | 1 |
| DUSTIN MARTIN | Treasurer | 0 | $0 | - | - | $0 | 1 |
| JACKIE CUSHMAN | DEV CHAIR | 0 | $0 | - | - | $0 | 1 |
| ROBERT STAMMERS | Director | 0 | $0 | - | - | $0 | 1 |
| KATHY CHRISMAN | Director | 0 | $0 | - | - | $0 | 2 |
| CAROLE COX | Director | 0 | $0 | - | - | $0 | 1 |
2017 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN DAVENPORT | President | 0 | $0 | - | - | $0 | 1 |
| GOVIND HARIHARAN | Director | 0 | $0 | - | - | $0 | 1 |
| ANDRETTA WEAVER | Secretary | 0 | $0 | - | - | $0 | 2 |
| JOHN GIVENS | Director | 0 | $0 | - | - | $0 | 1 |
| CRAIG RUFF | vp education | 0 | $0 | - | - | $0 | 1 |
| DUSTIN MARTIN | Treasurer | 0 | $0 | - | - | $0 | 1 |
| JACKIE CUSHMAN | vp development | 0 | $0 | - | - | $0 | 1 |
| KATHY CHRISMAN | Director | 0 | $0 | - | - | $0 | 2 |
| BOB STAMMERS | Director | 0 | $0 | - | - | $0 | 1 |
| CAROLE COX | Director | 0 | $0 | - | - | $0 | 1 |
2016 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN DAVENPORT | President | 0 | $0 | - | - | $0 | 1 |
| GOVIND HARIHARAN | Chairman | 0 | $0 | - | - | $0 | 1 |
| BRION FRIEDMAN | Secretary | 0 | $0 | - | - | $0 | 1 |
| ARADHANA KEJRIWAL | Director | 0 | $0 | - | - | $0 | 2 |
| CRAIG RUFF | Director | 0 | $0 | - | - | $0 | 1 |
| DUSTIN MARTIN | Treasurer | 0 | $0 | - | - | $0 | 1 |
| JACKIE CUSHMAN | Director | 0 | $0 | - | - | $0 | 1 |
| LASHONDA FUSELIER | Director | 0 | $0 | - | - | $0 | 2 |
| VINCENT BARIA | Director | 0 | $0 | - | - | $0 | 3 |
| CAROLE COX | Director | 0 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990EZ | ||||||||
| $50,046 | $60,033 | $143,455 | $140,831 | $28,922 | - | - | - | - |
| 2023 · Form 990EZ | ||||||||
| $66,322 | $68,017 | $156,266 | $153,642 | $48,275 | - | - | - | - |
| 2022 · Form 990EZ | ||||||||
| $50,958 | $35,552 | $155,337 | $155,337 | $33,677 | - | - | - | - |
| 2021 · Form 990EZ | ||||||||
| $49,995 | $42,314 | $139,931 | $139,931 | $46,478 | - | - | - | - |
| 2020 · Form 990EZ | ||||||||
| $55,333 | $37,485 | $155,642 | $155,642 | $20,633 | - | - | - | - |
| 2019 · Form 990EZ | ||||||||
| $49,077 | $49,047 | $137,794 | $137,794 | $46,141 | - | - | - | - |
| 2018 · Form 990EZ | ||||||||
| $47,442 | $26,336 | $137,764 | $137,764 | $41,666 | - | - | - | - |
| 2017 · Form 990EZ | ||||||||
| $40,651 | $37,639 | $116,658 | $116,658 | $34,903 | - | - | - | - |
| 2016 · Form 990EZ | ||||||||
| $47,972 | $17,141 | $113,646 | $113,646 | $46,736 | - | - | - | - |
Funders of this organization
3 grantors reported grants to this organization, $88,000 in all, tax years 2017 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CFA SOCIETY ATLANTA INC | Public charity | Exact | 2022-2024 | 3 | $40,000 | 2024 | $10,000 | show |
| COBB COMMUNITY FOUNDATION INC | DAF sponsor | Exact | 2017-2019 | 3 | $38,000 | 2019 | $5,000 | show |
| PATTERSON FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “ASFIP FOUNDATION INC” | 2021 | 1 | $10,000 | 2021 | $10,000 | show |
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| THE@DONALD C EASTERLING-EDWARD S HALLMAN FOUNDATION | GA | T12 | $47,004 | $17,271 | TRUSTEE | $16,706 | Same NTEE code T12, revenue within 2x, same state |
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Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990EZ · $60,033 spent · pay $0 · grants $26,900 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $26,900 | 44.8% | |
| Fees to independent contractors | $21,166 | 35.3% | |
| Other expenses (detail on Schedule O) | $10,574 | 17.6% | |
| Occupancy, rent, utilities, maintenance | $1,393 | 2.3% | |
| Total | $60,033 | 100% |
2023 · Form 990EZ · $68,017 spent · pay $0 · grants $30,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $30,000 | 44.1% | |
| Fees to independent contractors | $20,341 | 29.9% | |
| Other expenses (detail on Schedule O) | $16,777 | 24.7% | |
| Occupancy, rent, utilities, maintenance | $899 | 1.3% | |
| Total | $68,017 | 100% |
2022 · Form 990EZ · $35,552 spent · pay $0 · grants $25,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $25,000 | 70.3% | |
| Fees to independent contractors | $7,179 | 20.2% | |
| Other expenses (detail on Schedule O) | $3,373 | 9.5% | |
| Total | $35,552 | 100% |
2021 · Form 990EZ · $42,314 spent · pay $0 · grants $21,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $21,000 | 49.6% | |
| Other expenses (detail on Schedule O) | $14,288 | 33.8% | |
| Fees to independent contractors | $6,391 | 15.1% | |
| Occupancy, rent, utilities, maintenance | $635 | 1.5% | |
| Total | $42,314 | 100% |
2020 · Form 990EZ · $37,485 spent · pay $0 · grants $13,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Fees to independent contractors | $19,511 | 52.1% | |
| Grants and similar amounts paid | $13,500 | 36.0% | |
| Other expenses (detail on Schedule O) | $4,463 | 11.9% | |
| Occupancy, rent, utilities, maintenance | $11 | 0.0% | |
| Total | $37,485 | 100% |
2019 · Form 990EZ · $49,047 spent · pay $0 · grants $28,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $28,000 | 57.1% | |
| Fees to independent contractors | $11,337 | 23.1% | |
| Other expenses (detail on Schedule O) | $9,667 | 19.7% | |
| Printing, publications, postage | $43 | 0.1% | |
| Total | $49,047 | 100% |
2018 · Form 990EZ · $26,336 spent · pay $0 · grants $13,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $13,500 | 51.3% | |
| Other expenses (detail on Schedule O) | $8,350 | 31.7% | |
| Fees to independent contractors | $4,047 | 15.4% | |
| Printing, publications, postage | $439 | 1.7% | |
| Total | $26,336 | 100% |
2017 · Form 990EZ · $37,639 spent · pay $0 · grants $7,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $24,574 | 65.3% | |
| Grants and similar amounts paid | $7,500 | 19.9% | |
| Fees to independent contractors | $3,525 | 9.4% | |
| Printing, publications, postage | $2,040 | 5.4% | |
| Total | $37,639 | 100% |
2016 · Form 990EZ · $17,141 spent · pay $0 · grants $10,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $10,000 | 58.3% | |
| Fees to independent contractors | $3,037 | 17.7% | |
| Printing, publications, postage | $2,170 | 12.7% | |
| Other expenses (detail on Schedule O) | $1,934 | 11.3% | |
| Total | $17,141 | 100% |