TODD AND DORIS AHLSTEN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TODD AND DORIS AHLSTEN FOUNDATION (EIN 82-1980761)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349108867
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:05:40-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942941784 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Delagnes Mitchell & Linder LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Montgomery Street Suite 1050 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821980761 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Todd and Doris Ahlsten Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TODD | BusinessNameControlTxt |
| Phone | 4158787495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Larkspur Landing Circle 199 | AddressLine1Txt |
| City | Larkspur | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Doris C Ahlsten | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Doris C | PersonFirstNm |
| Person Last | Ahlsten | 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 | Edwin Niiya | PreparerPersonNm |
| PTIN | P00237112 | PTIN |
| Phone | 4159830500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,877,003 | 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 | $16,226,154 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,219 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,219 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,539,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,876,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,539,797 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,057,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,831,406 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $116,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $13,538 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,538 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,379 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $22,379 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,255 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $28,255 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,908 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $59,675 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77,605 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $11,239 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $40,638 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $40,638 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $369,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $303,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,576,098 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,582,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,945,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,886,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,111,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,774,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,185,606 | CashBOYAmt |
| Cash EOY | $2,536,613 | CashEOYAmt |
| Cash EOYFMV | $2,536,613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $418,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,703,383 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,703,383 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $365 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $2,391,065 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,033,826 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,033,826 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,990,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,147,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,147,750 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,439,846 | CorporateBondsBOYAmt |
| Other Investments BOY | $33,054,506 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,349,723 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,349,723 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $105,708 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $105,708 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,479,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,877,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,877,003 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $138,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $97,376 | AccountsPayableEOYAmt |
| Grants Payable EOY | $308,300 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $673,178 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $138,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,078,854 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,341,521 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $50,798,149 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,341,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,798,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,479,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,877,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,341,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,111,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $198,708 | OtherIncreasesAmt |
| Subtotal | $64,652,056 | SubtotalAmt |
| Other Decreases | $13,853,907 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,798,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRB Short Term Transactions-Covered | P | 2022-01-01 | 2022-12-31 | $1,576,862 | $1,665,658 | -$88,796 | -$88,796 |
| FRB Long Term Transactions-Covered | P | 2021-01-01 | 2022-12-31 | $27,326,635 | $21,087,817 | $6,238,818 | $6,238,818 |
| UMB Short Term Transactions-Covered | P | 2021-01-01 | 2022-12-31 | $7,972,805 | $9,583,030 | -$1,610,225 | -$1,610,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,539,797 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$88,796 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $66,366 | SubtotalAmt |
| Tax Based On Investment Income | $66,366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,365 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,365 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $41,001 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Todd Ahlsten | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158787495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Larkspur Landing Circle 199 | AddressLine1Txt |
| City | Larkspur | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Todd C Ahlsten | ||||||
| 700 Larkspur Landing 199 | Larkspur | CA | 94939 | Treasurer | 1.00 | $0 |
| Doris C Ahlsten | ||||||
| 700 Larkspur Landing 199 | Larkspur | CA | 94939 | President | 1.00 | $0 |
| Melissa Arciniega | ||||||
| 700 Larkspur Landing 199 | Larkspur | CA | 94939 | Exec. Dir. | 8.00 | $116,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Parnassus Investments | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Market Street 1600 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $50,840 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Grant making to provide charitable assistance to those in need. | Description1Txt |
| Expenses1 | $3,564,398 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,385,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,863,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,248,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $44,248,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $663,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,585,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,179,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,179,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,366 | TotalTaxAmt |
| Distributable Before Adj | $2,112,889 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,112,889 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,112,889 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,886,189 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,886,189 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,112,889 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $180,464 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $345,378 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $278,573 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $288,690 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,127,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,886,189 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,112,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $773,300 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,901,212 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $180,464 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,720,748 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $345,378 | ExcessFromYear4Amt |
| Excess From Year3 | $278,573 | ExcessFromYear3Amt |
| Excess From Year2 | $288,690 | ExcessFromYear2Amt |
| Excess From Year1 | $34,807 | ExcessFromYear1Amt |
| Excess From Current Year | $773,300 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Todd C Ahlsten | ContributingManagerNm |
| Contributing Manager | Doris C Ahlsten | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EastBay Formosan United Methodist C | |||||||
| 1755 Sunnyvale Ave | Walnut Creek | CA | 94597 | None | 509(a) | To provide charitable assistance in the community. | $35,000 |
| International Justice Mission | |||||||
| PO Box 96961 | Washington | DC | 20090 | None | 509(a) | To provide charitable assistance in the community. | $35,000 |
| Marin Covenant Church | |||||||
| 195 N Redwood Dr | San Rafael | CA | 94903 | None | 509(a) | To provide charitable assistance in the community. | $75,000 |
| St Jude Children's Research Hospita | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | 509(a) | To provide charitable assistance in the community. | $150,000 |
| St Luke Lutheran Church | |||||||
| 905 Mendocino Avenue | Santa Rosa | CA | 95401 | None | 509(a) | To provide charitable assistance in the community. | $30,000 |
| The First Tee of Silicon Valley | |||||||
| 1922 The Alameda Ste 214 | San Jose | CA | 95126 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| V Foundation for Cancer Research | |||||||
| 14600 Weston Pkwy | Cary | NC | 27513 | None | 509(a) | To provide charitable assistance in the community. | $100,000 |
| World Resources Group | |||||||
| 456 Myers Avenue | Harrisonburg | VA | 22801 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| World Vision | |||||||
| PO Box 78481 | Tacoma | WA | 98481 | None | 509(a) | To provide charitable assistance in the community. | $1,344 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Ste 300 | Jacksonville | FL | 32256 | None | 509(a) | To provide charitable assistance in the community. | $25,000 |
| Global Strategies | |||||||
| 828 San Pablo Ave 260 | Albany | CA | 94706 | None | 509(a) | To provide charitable assistance in the community. | $400,000 |
| St Mark Lutheran Church | |||||||
| 1111 OFarrell St | San Francisco | CA | 94109 | None | 509(a) | To provide charitable assistance in the community. | $25,000 |
| The Ahlsten Foundation Scholarship | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $788,247 |
| Tiburon Baptist Church | |||||||
| 445 Greenwood Beach Rd | Tiburon | CA | 94920 | None | 509(a) | To provide charitable assistance in the community. | $30,000 |
| Water Foundation | |||||||
| 1970 Broadway Suite 900 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $35,000 |
| Cru | |||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | None | 509(a) | To provide charitable assistance in the community. | $3,000 |
| Contra Costa Civic Theatre | |||||||
| 951 Pomona Ave | El Cerrito | CA | 94530 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| Leukemia and Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| Adopt a Family of Marin | |||||||
| 35 Mitchell Blvd Suite 16 | San Rafael | CA | 94903 | None | 509(a) | To provide charitable assistance in the community. | $15,000 |
| Christ Church | |||||||
| 460 Arguello Blvd | San Francisco | CA | 94118 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| American Cancer Society | |||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | 509(a) | To provide charitable assistance in the community. | $200 | |
| Alameda County Food Bank | |||||||
| 7900 Edgewater Drive | Oakland | CA | 94621 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Canal Alliance | |||||||
| 91 Larkspur St | San Rafael | CA | 94901 | None | 509(a) | To provide charitable assistance in the community. | $50,000 |
| Ceres Community Project | |||||||
| PO Box 1562 | Sebastopol | CA | 95473 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| Children Rising | |||||||
| 2633 Telegraph Ave 412 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $118,000 |
| East Oakland Youth Development Cent | |||||||
| 8200 International Blvd | Oakland | CA | 94621 | None | 509(a) | To provide charitable assistance in the community. | $30,000 |
| Eldertech Academy Inc | |||||||
| 1625 University Ave Ste 163 | Berkeley | CA | 94703 | None | 509(a) | To provide charitable assistance in the community. | $7,500 |
| First Responders Childrens Foundati | |||||||
| 38 East 32nd Street Suite 602 | New York | NY | 10016 | None | 509(a) | To provide charitable assistance in the community. | $75,000 |
| Loaves and Fishes of Contra Costa | |||||||
| 835 Ferry St | Martinez | CA | 94553 | None | 509(a) | To provide charitable assistance in the community. | $2,000 |
| Lotus Bloom | |||||||
| 555 19th St 131 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| Opportunity Junction | |||||||
| 3102 Delta Fair Blvd | Antioch | CA | 94509 | None | 509(a) | To provide charitable assistance in the community. | $50,000 |
| Students Rising Above | |||||||
| PO Box 192492 | San Francisco | CA | 94119 | None | 509(a) | To provide charitable assistance in the community. | $100,000 |
| CSU Chico | |||||||
| 400 W 1st St | Chico | CA | 95929 | None | 509(a) | To provide charitable assistance in the community. | $2,000 |
| San Jose State University | |||||||
| 1 Washington Sq | San Jose | CA | 95192 | None | 509(a) | To provide charitable assistance in the community. | $3,750 |
| UC Regents | |||||||
| 1111 Franklin St | Oakland | CA | 94607 | None | 509(a) | To provide charitable assistance in the community. | $46,043 |
| Asian Pacific Fund | |||||||
| 465 California Street Suite 809 | San Francisco | CA | 94104 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Bear Pantry | |||||||
| 100 Cesar Chavez Student Cener | Berkeley | CA | 94720 | None | 509(a) | To provide charitable assistance in the community. | $2,500 |
| Ed Fund West | |||||||
| 1400 Marina Way South | Richmond | CA | 94804 | None | 509(a) | To provide charitable assistance in the community. | $25,000 |
| Foster the Bay | |||||||
| 1172 Murphy Ave Ste 212 | San Jose | CA | 95131 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Monument Crisis Center | |||||||
| 1990 Market St | Concord | CA | 94520 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Richmond Swims Inc | |||||||
| PO Box 70952 | Richmond | CA | 94807 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| Shepherd's Gate | |||||||
| 1660 Portola Ave | Livermore | CA | 94551 | None | 509(a) | To provide charitable assistance in the community. | $25,000 |
| SOAR for Youth | |||||||
| 2121 Berkeley Way | Berkeley | CA | 94701 | None | 509(a) | To provide charitable assistance in the community. | $15,000 |
| St Francis Center | |||||||
| 151 Buckingham Ave | Redwood City | CA | 94063 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| The Guardsmen | |||||||
| 1016 Lincoln Blvd 205 | San Francisco | CA | 94129 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Almaz Church Kyiv | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | 509(a) | To provide charitable assistance in the community. | $250 | |
| Compassion International | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| Dance Lumiere | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $100 |
| Direct Relief | |||||||
| 6100 Wallace Becknell Rd | Santa Barbara | CA | 93117 | None | 509(a) | To provide charitable assistance in the community. | $50,000 |
| Doctors Without Borders | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Massachusetts General Hospital | |||||||
| 125 Nashua St Suite 540 | Boston | MA | 02114 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Okizu | |||||||
| 83 Hamilton Dr Suite 200 | Novato | CA | 94949 | None | 509(a) | To provide charitable assistance in the community. | $2,500 |
| SIEC | |||||||
| PO Box 324 | El Cerrito | CA | 94530 | None | 509(a) | To provide charitable assistance in the community. | $2,000 |
| SOS Richmond | |||||||
| 23 Maine Avenue 16 | Richmond | CA | 94804 | None | 509(a) | To provide charitable assistance in the community. | $2,000 |
| TACC-EB | |||||||
| 5033 Blackhawk Dr | Danville | CA | 94506 | None | 509(a) | To provide charitable assistance in the community. | $1,000,000 |
| United Playaz | |||||||
| 1038 Howard Street | San Francisco | CA | 94103 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| WestmorelandFrick Hospital Foundati | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $250 |
| World Central Kitchen | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $100 |
| Orthodox Christian Charities | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $2,500 |
| Covenant Mission and Ministry | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Wellesley College Student Financial | |||||||
| 106 Central Street Ste 122 | Wellesley | MA | 02481 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Cal State University Sacramento | |||||||
| 6000 J Street | Sacramento | CA | 95819 | None | 509(a) | To provide charitable assistance in the community. | $3,814 |
| Matthew 25 Ministries | |||||||
| 11060 Kenwood Road | Blue Ash | OH | 45242 | None | 509(a) | To provide charitable assistance in the community. | $50,000 |
| Children's Health Guild | |||||||
| PO Box 1152 | Lafayette | CA | 94549 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| Contra Costa Family Justice Center | |||||||
| 256 24th Street | Richmond | CA | 94806 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,576,098 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,219 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,539,797 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,831,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,831,406 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Todd and Doris Ahlsten | |||||||
| 1 | 700 Larkspur Land Circle 199 | Larkspur | CA | 94939 | $16,221,154 | Yes (X) | Yes (X) |
| Ian Kat Sexsmith | |||||||
| 2 | 700 Larkspur Land Circle 199 | Larkspur | CA | 94939 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $1,971,154 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $28,255 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,255 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Parnassus Investments | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Fees paid for management of investment. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Berkshire Hathaway Inc | $3,089,000 | $3,089,000 |
| Abbott Laboratories | $294,676 | $294,676 |
| Adobe Inc | $491,670 | $491,670 |
| Alphabet Inc Class A | $1,304,128 | $1,304,128 |
| American Tower Corp | $369,060 | $369,060 |
| Apple Inc | $762,429 | $762,429 |
| Applied Materials Inc | $614,273 | $614,273 |
| Ball Corp | $580,490 | $580,490 |
| Bank of America Corporation | $747,353 | $747,353 |
| Becton Dickinson & Co | $653,297 | $653,297 |
| CME Group Inc | $646,407 | $646,407 |
| Canadian Pacific Kansas City Limited | $679,515 | $679,515 |
| Costco Wholesale Corp | $533,192 | $533,192 |
| Danaher Corp Del | $696,993 | $696,993 |
| Deere & Company | $1,121,207 | $1,121,207 |
| Fiserv Inc | $1,117,834 | $1,117,834 |
| Gilead Sciences Inc | $797,632 | $797,632 |
| Home Depot Inc | $305,752 | $305,752 |
| Intercontinental Exchange Inc | $636,879 | $636,879 |
| Marsh & McLennan Cos Inc | $641,731 | $641,731 |
| Mastercard Inc - Class A | $961,126 | $961,126 |
| Microsoft Corp | $1,762,677 | $1,762,677 |
| Micron Technology Inc | $284,086 | $284,086 |
| Mondelez International Inc | $688,495 | $688,495 |
| Nvidia Corp | $246,392 | $246,392 |
| Oracle Corp | $774,241 | $774,241 |
| Procter & Gamble Co | $840,249 | $840,249 |
| D R Horton Inc | $489,111 | $489,111 |
| S&P Global Inc. | $647,439 | $647,439 |
| Salesforce Inc | $717,975 | $717,975 |
| Schwab Charles Corp | $751,755 | $751,755 |
| Sherwin Williams CO | $438,823 | $438,823 |
| Sysco Corp | $531,098 | $531,098 |
| T-Mobile US | $746,200 | $746,200 |
| Texas Instruments Inc. | $454,355 | $454,355 |
| Thermo Fisher Scientific Inc | $556,197 | $556,197 |
| Verisk Analytics Inc | $646,226 | $646,226 |
| Waste Mgmt Inc Del | $684,938 | $684,938 |
| Linde Public Limited Co | $842,849 | $842,849 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,033,826 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,033,826 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Parnassus Core Equity Fund | FMV | ||
| Parnassus Fund Institutional Class | FMV | ||
| SPDR Ser Tr S&O Oil & Gas ETF | FMV | ||
| Ishares Silver Tr Ishares | FMV | $896,566 | $896,566 |
| Sprott Physical Gold Tr Unit | FMV | $2,820,000 | $2,820,000 |
| Grayscale Bitcoin TR BTC | FMV | $829,000 | $829,000 |
| Parnassus Fund Mid Cap Institutional Cl | FMV | ||
| Ark ETF TR Innovation | FMV | $263,791 | $263,791 |
| Ishares TR MSCI India ETF | FMV | $540,366 | $540,366 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $22,379 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,379 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest Receivable | Desc |
| EOY Book Value | $105,708 | EOYBookValueAmt |
| EOYFMV | $105,708 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Services | $1,675 | $1,675 |
| Business Registration Fees | $2,500 | $2,500 |
| Conferences | $200 | $200 |
| Discounts on Grants Payable | -$11,700 | -$11,700 |
| Dues/Fees | $2,430 | $2,430 |
| HR Consulting | $1,200 | $1,200 |
| Insurance | $984 | $984 |
| IT Consulting | $3,280 | $3,280 |
| Office Furnishings | $238 | $238 |
| Office Supplies | $2,762 | $2,762 |
| Payroll Fees | $1,552 | $1,552 |
| Postage | $789 | $789 |
| Printing and Copying | $102 | $102 |
| Small Equipment | $2,607 | $2,607 |
| Student Admin Aide | $63 | $63 |
| Student Support Advising | $690 | $690 |
| Telephone | $784 | $784 |
| Workers Comp Insurance | $514 | $514 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Excise Credit | $93,000 |
| Interest Receivable | $105,708 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Scholarships Payable | Desc |
| EOY Book Value | $673,178 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Management | $56,908 | $56,908 | $0 | $56,908 |
| Website & Media Services Fee | $2,767 | $0 | $0 | $2,767 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Tax | $66,366 | |
| Payroll Taxes | $10,439 | $10,439 |
| State Tax | $800 | $800 |
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