TODD AND DORIS AHLSTEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TODD AND DORIS AHLSTEN FOUNDATION (EIN 82-1980761)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349107066
- Schema version
- 2020v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:34:48-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | Melissa Arciniega | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Melissa | PersonFirstNm |
| Person Last | Arciniega | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,946,913 | 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 | $6,937,938 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,113 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $698,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,111,845 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $698,500 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,763,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $825,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,978 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,978 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $488 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $488 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $21,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,752 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,752 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,082 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $6,461 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $37,371 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $37,371 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,617 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $249,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $236,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $832,077 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $832,077 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,081,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,068,744 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,682,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $825,718 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $208,856 | CashBOYAmt |
| Cash EOY | $237,627 | CashEOYAmt |
| Cash EOYFMV | $237,627 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,593,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,593,233 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,002,050 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,529,610 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,529,610 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,265,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,318,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,318,700 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,467,359 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,467,359 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,213,795 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,800,384 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,800,384 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,716,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,946,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,946,913 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,409 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,545 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,545 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,694,009 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,694,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,908,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,716,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,946,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,694,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,682,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $543,068 | OtherIncreasesAmt |
| Subtotal | $19,919,368 | SubtotalAmt |
| Other Decreases | $11,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,908,368 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Short Term Transactions-Covered | P | 2020-01-01 | 2020-12-31 | $3,005,000 | $2,999,677 | $5,323 | $5,323 |
| Long Term Transactions-Covered | P | 2018-01-01 | 2020-12-31 | $2,747,842 | $2,421,430 | $326,412 | $326,412 |
| Short Term Transactions-Noncovered | P | 2020-01-01 | 2020-12-31 | $15,993,496 | $15,992,238 | $1,258 | $1,258 |
| Capital Gain Dividends | $365,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $698,500 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,581 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,477 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,477 | SubtotalAmt |
| Tax Based On Investment Income | $11,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,932 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $35,932 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,455 | OverpaymentAmt |
| Applied To ES Tax | $24,455 | 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 | Melissa Arciniega | 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 | $82,978 |
| 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 | Hirsch & Associates LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 Stockton St Suite 400 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Org Strategic Consulting | ServiceTypeTxt |
| Compensation | $75,000 | 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 | $1,068,744 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,659,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,412,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,071,696 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,071,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,830,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $791,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $791,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,477 | TotalTaxAmt |
| Distributable Before Adj | $780,054 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $780,054 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $780,054 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,068,744 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,068,744 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,068,744 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $780,054 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $180,464 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $345,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $278,573 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $804,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,068,744 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $780,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $288,690 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,093,105 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,093,105 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $180,464 | ExcessFromYear3Amt |
| Excess From Year2 | $345,378 | ExcessFromYear2Amt |
| Excess From Year1 | $278,573 | ExcessFromYear1Amt |
| Excess From Current Year | $288,690 | 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 (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Red Cross | |||||||
| PO Box 37839 | Boone | IA | 50037 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Belvedere Tiburon Library Foundatio | |||||||
| 1501 Tiburon Blvd | Tiburon | CA | 94920 | None | 509(a) | To provide charitable assistance in the community. | $4,000 |
| EastBay Formosan United Methodist C | |||||||
| 1755 Sunnyvale Ave | Walnut Creek | CA | 94597 | None | 509(a) | To provide charitable assistance in the community. | $30,000 |
| International Justice Mission | |||||||
| PO Box 96961 | Washington | DC | 20090 | None | 509(a) | To provide charitable assistance in the community. | $15,000 |
| Marin Covenant Church | |||||||
| 195 N Redwood Dr | San Rafael | CA | 94903 | None | 509(a) | To provide charitable assistance in the community. | $26,500 |
| St Jude Children's Research Hospita | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | 509(a) | To provide charitable assistance in the community. | $15,000 |
| St Luke Lutheran Church | |||||||
| 905 Mendocino Avenue | Santa Rosa | CA | 95401 | None | 509(a) | To provide charitable assistance in the community. | $25,000 |
| 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. | $10,000 |
| V Foundation for Cancer Research | |||||||
| 14600 Weston Pkwy | Cary | NC | 27513 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| World Resources Group | |||||||
| 456 Myers Avenue | Harrisonburg | VA | 22801 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| World Vision | |||||||
| PO Box 78481 | Tacoma | WA | 98481 | None | 509(a) | To provide charitable assistance in the community. | $922 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Ste 300 | Jacksonville | FL | 32256 | None | 509(a) | To provide charitable assistance in the community. | $9,500 |
| Global Strategies | |||||||
| 828 San Pablo Ave 260 | Albany | CA | 94706 | None | 509(a) | To provide charitable assistance in the community. | $200,000 |
| Richmond High School | |||||||
| 1250 23rd St | Richmond | CA | 94804 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| St Mark Lutheran Church | |||||||
| 1111 OFarrell St | San Francisco | CA | 94109 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| The Ahlsten Foundation Scholarship | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $25,083 |
| Tiburon Baptist Church | |||||||
| 445 Greenwood Beach Rd | Tiburon | CA | 94920 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| Water Foundation | |||||||
| 1970 Broadway Suite 900 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| Lukemia 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. | $514 |
| California Fire Foundation | |||||||
| 1780 Creekside Oaks Drive | Sacramento | CA | 95833 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Christ Church | |||||||
| 460 Arguello Blvd | San Francisco | CA | 94118 | None | 509(a) | To provide charitable assistance in the community. | $15,000 |
| Bay Area Rescue Mission | |||||||
| 2114 Macdonald Ave | Richmond | CA | 94801 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Center for Youth Development throug | |||||||
| 2120 University Ave | Berkeley | CA | 94704 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| 100 Black Men of America | |||||||
| 101 Jackson St NE | Atlanta | GA | 30312 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Alameda County Food Bank | |||||||
| 7900 Edgewater Drive | Oakland | CA | 94621 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Canal Alliance | |||||||
| 91 Larkspur St | San Rafael | CA | 94901 | None | 509(a) | To provide charitable assistance in the community. | $15,000 |
| Ceres Community Project | |||||||
| PO Box 1562 | Sebastopol | CA | 95473 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Chick-Fil-A | |||||||
| 5200 Buffington Road | Atlanta | GA | 30349 | None | 509(a) | To provide charitable assistance in the community. | $183 |
| Children Rising | |||||||
| 2633 Telegraph Ave 412 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $84,000 |
| Creekwood | |||||||
| PO Box 290470 | Kerrville | TX | 78029 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| East Oakland Youth Development Cent | |||||||
| 8200 International Blvd | Oakland | CA | 94621 | None | 509(a) | To provide charitable assistance in the community. | $25,000 |
| Eldertech Academy Inc | |||||||
| 1625 University Ave Ste 163 | Berkeley | CA | 94703 | None | 509(a) | To provide charitable assistance in the community. | $4,650 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| First Responders Childrens Foundati | |||||||
| 38 East 32nd Street Suite 602 | New York | NY | 10016 | None | 509(a) | To provide charitable assistance in the community. | $25,000 |
| JDRF | |||||||
| 200 Vesey Street 28th Floor | New York | NY | 10281 | None | 509(a) | To provide charitable assistance in the community. | $300 |
| Lincoln Families | |||||||
| 1266 14th St | Oakland | CA | 94607 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| Loaves and Fishes of Contra Costa | |||||||
| 835 Ferry St | Martinez | CA | 94553 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Lolas Taqueria | |||||||
| 110 Main St | Belvederre | CA | 94920 | None | 509(a) | To provide charitable assistance in the community. | $875 |
| Lotus Bloom | |||||||
| 555 19th St 131 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Oakland COVID-19 Relief Fund | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Opportunity Junction | |||||||
| 3102 Delta Fair Blvd | Antioch | CA | 94509 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| Silicon Valley Community Foundation | |||||||
| 33 New Montgomery St 19th floor | San Francisco | CA | 94105 | None | 509(a) | To provide charitable assistance in the community. | $6,000 |
| Spread the Vote | |||||||
| 8601 Lincoln Blvd Ste 180/569 | Los Angeles | CA | 90045 | None | 509(a) | To provide charitable assistance in the community. | $50 |
| Students Rising Above | |||||||
| PO Box 192492 | San Francisco | CA | 94119 | None | 509(a) | To provide charitable assistance in the community. | $15,000 |
| The Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22314 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| West Contra Costa Unified School Di | |||||||
| 1108 Bissell Ave | Richmond | CA | 94804 | None | 509(a) | To provide charitable assistance in the community. | $25,000 |
| UC Berkeley | |||||||
| 1111 Franklin St | Oakland | CA | 94607 | None | 509(a) | To provide charitable assistance in the community. | $21,500 |
| Chico State University | |||||||
| 400 W 1st St | Chico | CA | 95929 | None | 509(a) | To provide charitable assistance in the community. | $3,000 |
| Howard University | |||||||
| 2400 6th St NW | Washington | DC | 20059 | None | 509(a) | To provide charitable assistance in the community. | $2,500 |
| Lewis Clark | |||||||
| 615 SW Palatine Hill Rd | Portland | OR | 97219 | 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. | $2,500 |
| Stanford | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | None | 509(a) | To provide charitable assistance in the community. | $2,000 |
| UC Regents | |||||||
| 1111 Franklin St | Oakland | CA | 94607 | None | 509(a) | To provide charitable assistance in the community. | $2,500 |
| UCSD | |||||||
| 1111 Franklin St | Oakland | CA | 94607 | None | 509(a) | To provide charitable assistance in the community. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $832,077 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $698,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $825,718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $825,718 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Todd and Doris Ahlsten | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Larkspur Land Circle 199 | AddressLine1Txt |
| City | Larkspur | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,937,938 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $5,682,938 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $22,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Parnassus Fixed Income Fund Institution | BondNm |
| EOY Book Value | $1,467,359 | EOYBookValueAmt |
| EOYFMV | $1,467,359 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Berkshire Hathaway Inc | StockNm |
| EOY Book Value | $2,318,700 | EOYBookValueAmt |
| EOYFMV | $2,318,700 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,529,610 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,529,610 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Parnassus Core Equity Fund | FMV | $5,925,549 | $5,925,549 |
| Parnassus Fund Institutional Class | FMV | $1,271,443 | $1,271,443 |
| SPDR Ser Tr S&O Oil & Gas ETF | FMV | $585,000 | $585,000 |
| Ishares Silver Tr Ishares | FMV | $1,000,392 | $1,000,392 |
| Sprott Physical Gold Tr Unit | FMV | $3,018,000 | $3,018,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $488 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $488 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Excise Tax | Desc |
| Amt | $11,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Books & Subscriptions | $190 | $190 |
| IT Consulting | $3,885 | $3,885 |
| Meals & Entertainment | $41 | $41 |
| Misc | $50 | $50 |
| Office Supplies | $1,474 | $1,474 |
| Payroll Fees | $725 | $725 |
| Postage | $141 | $141 |
| Small Equipment | $1,238 | $1,238 |
| Telephone | $120 | $120 |
| Workers Comp Insurance | $1,753 | $1,753 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting-Organizational | $75,000 | $0 | $0 | $75,000 |
| Website & Media Services Fee | $3,752 | $0 | $0 | $3,752 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise tax | $11,621 | |
| Payroll Taxes | $6,301 | $6,301 |
| State Taxes | $160 | $160 |
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