TODD AND DORIS AHLSTEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TODD AND DORIS AHLSTEN FOUNDATION (EIN 82-1980761)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349103510
- Schema version
- 2018v3.1
- 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 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 | 2019-11-14T13:44:06-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 941041999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-11-14 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,218,844 | 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 | $7,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,278 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,278 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,286 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,725,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,237 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,237 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,928 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,928 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,738 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,738 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,513 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $6,513 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,567 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $489,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $489,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $620,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $599,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,105,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $315,112 | CashBOYAmt |
| Cash EOY | $215,134 | CashEOYAmt |
| Cash EOYFMV | $215,134 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $52,648 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,648 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $4,497,145 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,497,145 | USGovtObligationsEOYFMVAmt |
| Other Investments EOY | $2,453,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,453,917 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $315,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,218,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,218,844 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $25,017 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $25,017 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $315,112 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,193,827 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $315,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,193,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $315,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,218,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $315,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,105,393 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,420,505 | SubtotalAmt |
| Other Decreases | $226,678 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,193,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gain Dividends | PropertyDesc |
| Gain Or Loss | $154,286 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,286 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,888 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $88,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.08967 | DistributionYr1Rt |
| Total Distribution | 2.089673 | TotalDistributionRt |
| Average Distribution | 2.089673 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,182,343 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,829,402 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,259 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,831,661 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $599,978 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,517 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,517 | SubtotalAmt |
| Tax Based On Investment Income | $4,517 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $4,517 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $78,237 |
| 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 | $599,978 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,943,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,261,262 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,261,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,182,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,517 | TotalTaxAmt |
| Distributable Before Adj | $254,600 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $254,600 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $254,600 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $599,978 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $599,978 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $599,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,600 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $180,464 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $180,464 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $599,978 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $254,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $345,378 | RemainingDistriFromCorpusAmt |
| Total Corpus | $525,842 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $525,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $180,464 | ExcessFromYear1Amt |
| Excess From Current Year | $345,378 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 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. | $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. | $10,000 |
| Immanuel Presbyterian Church | |||||||
| 811 Orange Camp Road | Deland | FL | 32724 | None | 509(a) | To provide charitable assistance in the community. | $6,000 |
| Marin Covenant Church | |||||||
| 195 N Redwood Dr | San Rafael | CA | 94903 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| 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. | $1,004 |
| 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. | $29,015 |
| Faith NetWork | |||||||
| 2633 Telegraph Ave 412 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $35,000 |
| Global Strategies | |||||||
| 828 San Pablo Ave 260 | Albany | CA | 94706 | None | 509(a) | To provide charitable assistance in the community. | $150,000 |
| IWI Promotions Inc | |||||||
| 3011 Greenoak Ct | San Mateo | CA | 94403 | None | 509(a) | To provide charitable assistance in the community. | $9,254 |
| LiveStrong Foundation | |||||||
| 2201 E Sixth Street | Austin | TX | 78702 | None | 509(a) | To provide charitable assistance in the community. | $10,625 |
| Peninsula Velo Cycling Club | |||||||
| PO Box 253 | Belmont | CA | 94002 | None | 509(a) | To provide charitable assistance in the community. | $1,875 |
| 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. | $57,823 |
| The Ahlsten Foundation Scholarship | |||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | None | 509(a) | To provide charitable assistance in the community. | $10,799 |
| Tiburon Baptist Church | |||||||
| 445 Greenwood Beach Rd | Tiburon | CA | 94920 | None | 509(a) | To provide charitable assistance in the community. | $10,000 |
| Water Foundation | |||||||
| 1970 Broadway Suite 900 | Oakland | CA | 94612 | None | 509(a) | To provide charitable assistance in the community. | $20,000 |
| Kevlar for K9s | |||||||
| 2546 Dexter St | Denver | CO | 80207 | None | 509(a) | To provide charitable assistance in the community. | $100 |
| National Parks Foundation | |||||||
| 1110 Vermont Ave NW Suite 200 | Washington | DC | 20005 | None | 509(a) | To provide charitable assistance in the community. | $200 |
| Alameda Community College | |||||||
| 555 Ralph Appezzato Memorial Pkway | Alameda | CA | 94501 | None | 509(a) | To provide charitable assistance in the community. | $100 |
| 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. | $500 |
| Southern Illinois Electric Cooperat | |||||||
| 7420 US Highway 51 South | Dongola | IL | 62926 | None | 509(a) | To provide charitable assistance in the community. | $1,500 |
| Delancey Street Foundation | |||||||
| 600 Embarcadero | San Francisco | CA | 94107 | 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 | $489,995 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,278 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,307 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,286 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $225,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,871 | 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 | $7,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $24,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,497,145 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,497,145 | 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 | $2,453,917 | BookValueAmt |
| EOYFMV | $2,453,917 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $7,928 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,928 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise tax | Desc |
| Amt | $4,517 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Books & Subscriptions | $37 | $37 |
| Business Registration Fees | $750 | $750 |
| Conference | $550 | $550 |
| Insurance | $1,634 | $1,634 |
| Meals & Entertainment | $1,049 | $1,049 |
| Office Supplies | $887 | $887 |
| Payroll Fees | $960 | $960 |
| Postage | $449 | $449 |
| Small Equipment | $130 | $130 |
| Telephone | $70 | $70 |
| Transportation | $51 | $51 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Website & Media Services Fee | CategoryTxt |
| Amt | $6,738 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,738 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Payroll Taxes | $6,403 | $6,403 |
| State Taxes | $110 | $110 |
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