TODD AND DORIS AHLSTEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TODD AND DORIS AHLSTEN FOUNDATION (EIN 82-1980761)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349106041
- Schema version
- 2019v5.0
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:11:28-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edwin Niiya | PreparerPersonNm |
| PTIN | P00237112 | PTIN |
| Phone | 4159830500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,716,418 | 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 | $5,093,947 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $853 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,813,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,177 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,390,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,384 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,384 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $20,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $670 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,391 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $6,205 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $32,687 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $32,687 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,628 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $26,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,074 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $585,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $585,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $755,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $748,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,634,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $296,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $215,134 | CashBOYAmt |
| Cash EOY | $208,856 | CashEOYAmt |
| Cash EOYFMV | $208,856 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,648 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,717 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,497,145 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,002,050 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,002,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $2,265,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,265,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,453,917 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,213,795 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,213,795 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,218,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,716,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,716,418 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,017 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,409 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $25,017 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,409 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,193,827 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,193,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,694,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,218,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,716,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,193,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,634,748 | ExcessRevenueOverExpensesAmt |
| Other Increases | $865,434 | OtherIncreasesAmt |
| Subtotal | $12,694,009 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,694,009 | 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 |
|---|---|---|---|---|---|---|---|
| Short Term Transactions | P | 2019-01-01 | 2019-12-31 | $3,577,935 | $3,556,850 | $21,085 | $21,085 |
| Long Term Transactions | P | 2018-01-01 | 2019-12-31 | $2,018,295 | $2,067,136 | -$48,841 | -$48,841 |
| Capital Gain Dividends | $216,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,177 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,085 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $599,978 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,182,343 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11577 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,888 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $88,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.08967 | DistributionYr2Rt |
| Total Distribution | 2.205447 | TotalDistributionRt |
| Average Distribution | 1.102724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,526,792 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,505,422 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,965 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,508,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $748,984 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,929 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,929 | SubtotalAmt |
| Tax Based On Investment Income | $5,929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,520 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,591 | OverpaymentAmt |
| Applied To ES Tax | $5,591 | 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 | Yes (true) | 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 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $755,673 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,448,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,671,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,671,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,526,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $476,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $476,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,929 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,929 | TotalTaxAmt |
| Distributable Before Adj | $470,411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $470,411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $470,411 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $748,984 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $748,984 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $748,984 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $470,411 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $180,464 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $345,378 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $525,842 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $748,984 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $470,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $278,573 | RemainingDistriFromCorpusAmt |
| Total Corpus | $804,415 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $804,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $180,464 | ExcessFromYear2Amt |
| Excess From Year1 | $345,378 | ExcessFromYear1Amt |
| Excess From Current Year | $278,573 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Belvedere Tiburon Library Foundatio | |||||||
| 1501 Tiburon Blvd | Tiburon | CA | 94920 | None | 509(a) | To provide charitable assistance in the community. | $1,500 |
| EastBay Formosan United Methodist C | |||||||
| 1755 Sunnyvale Ave | Walnut Creek | CA | 94597 | None | 509(a) | To provide charitable assistance in the community. | $34,550 |
| 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. | $25,000 |
| 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. | $5,000 |
| 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. | $1,059 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Ste 300 | Jacksonville | FL | 32256 | None | 509(a) | To provide charitable assistance in the community. | $6,000 |
| The Eddie Ashley College Scholarshi | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $59,292 |
| Faith NetWork | |||||||
| 2633 Telegraph Ave 412 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $40,000 |
| Global Strategies | |||||||
| 828 San Pablo Ave 260 | Albany | CA | 94706 | None | 509(a) | To provide charitable assistance in the community. | $200,000 |
| LiveStrong Foundation | |||||||
| 2201 E Sixth Street | Austin | TX | 78702 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| 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. | $17,059 |
| Tiburon Baptist Church | |||||||
| 445 Greenwood Beach Rd | Tiburon | CA | 94920 | None | 509(a) | To provide charitable assistance in the community. | $22,500 |
| Water Foundation | |||||||
| 1970 Broadway Suite 900 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| Cru | |||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | None | 509(a) | To provide charitable assistance in the community. | $1,200 |
| Contra Costa Civic Theatre | |||||||
| 951 Pomona Ave | El Cerrito | CA | 94530 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| Southern Illinois Electric Cooperat | |||||||
| 7420 US Highway 51 South | Dongola | IL | 62926 | None | 509(a) | To provide charitable assistance in the community. | $2,000 |
| Lukemia and Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | None | 509(a) | To provide charitable assistance in the community. | $500 |
| Adopt a Family of Marin | |||||||
| 35 Mitchell Blvd Suite 16 | San Rafael | CA | 94903 | None | 509(a) | To provide charitable assistance in the community. | $1,500 |
| Pancreatic Cancer Action Network | |||||||
| 1500 Rosecrans Avenue Suite 200 | Manhattan Beach | CA | 90266 | None | 509(a) | To provide charitable assistance in the community. | $500 |
| American Diabetes Association | |||||||
| 2451 Crystal Drive Suite 900 | Arlington | VA | 22202 | None | 509(a) | To provide charitable assistance in the community. | $300 |
| UCSF | |||||||
| 505 Parnassus Ave | San Franisco | CA | 94143 | None | 509(a) | To provide charitable assistance in the community. | $100 |
| American Found for Suicide Preventi | |||||||
| 555 Saturn Blvd | San Diego | CA | 92154 | None | 509(a) | To provide charitable assistance in the community. | $50 |
| California Fire Foundation | |||||||
| 1780 Creekside Oaks Drive | Sacramento | CA | 95833 | None | 509(a) | To provide charitable assistance in the community. | $1,000 |
| RAICES | |||||||
| 1305 N Flores Street | San Antonio | TX | 78212 | None | 509(a) | To provide charitable assistance in the community. | $100 |
| Christ Church | |||||||
| 460 Arguello Blvd | San Francisco | CA | 94118 | None | 509(a) | To provide charitable assistance in the community. | $5,070 |
| Solano Community Church | |||||||
| 7200 Schmidt Ln | El Cerrito | CA | 94530 | None | 509(a) | To provide charitable assistance in the community. | $3,000 |
| The Ocean Cleanup | |||||||
| 100 Wall Street 10th Floor | New York | NY | 10005 | None | 509(a) | To provide charitable assistance in the community. | $200 |
| American Cancer Society | |||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | 509(a) | To provide charitable assistance in the community. | $30 | |
| Susan G Komen | |||||||
| 13770 Noel Road Suite 801889 | Dallas | TX | 75380 | None | 509(a) | To provide charitable assistance in the community. | $100 |
| El Cerrito High School Music | |||||||
| 540 Ashbury Ave | El Cerrito | CA | 94530 | None | 509(a) | To provide charitable assistance in the community. | $2,000 |
| Bay Area Rescue Mission | |||||||
| 2114 Macdonald Ave | Richmond | CA | 94801 | None | 509(a) | To provide charitable assistance in the community. | $2,000 |
| El Cerrito Community Foundation | |||||||
| 1315 Devonshire Ct | El Cerrito | CA | 94530 | None | 509(a) | To provide charitable assistance in the community. | $300 |
| Duarte Women's Club | |||||||
| PO Box 88 | Duarte | CA | 91009 | None | 509(a) | To provide charitable assistance in the community. | $3,000 |
| St Vincent de Paul of Alamdeda Coun | |||||||
| 2272 San Pablo Avenue | Oakland | CA | 94612 | 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 |
| Madison Primary | |||||||
| 158 Primary School Drive | Madison | VA | 22727 | None | 509(a) | To provide charitable assistance in the community. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $585,910 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $853 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,441 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,177 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $296,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $296,471 | 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 | $5,091,947 | 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 | $2,091,947 | FairMarketValueAmt |
| Received | 2019-06-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $21,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Berkshire Hathaway Inc | StockNm |
| EOY Book Value | $2,265,000 | EOYBookValueAmt |
| EOYFMV | $2,265,000 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,002,050 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,002,050 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Parnassus Core Equity Fund | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,213,795 | BookValueAmt |
| EOYFMV | $4,213,795 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,384 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,384 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Books & Subscriptions | $56 | $56 |
| Business Registration Fees | $140 | $140 |
| Equipment Rental and Maintenance | $2,232 | $2,232 |
| Insurance | $1,693 | $1,693 |
| IT Consulting | $13,860 | $13,860 |
| Meals & Entertainment | $696 | $696 |
| Office Furnishings | $1,500 | $1,500 |
| Office Supplies | $656 | $656 |
| Parking | $4 | $4 |
| Payroll Fees | $896 | $896 |
| Postage | $121 | $121 |
| Printing and Copying | $454 | $454 |
| Small Equipment | $4,180 | $4,180 |
| Telephone | $120 | $120 |
| Transportation | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Website & Media Services Fee | CategoryTxt |
| Amt | $670 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $670 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise tax | $6,186 | |
| Payroll Taxes | $6,025 | $6,025 |
| State Taxes | $180 | $180 |
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