DAVID S ASCHER MD CHARITABLE FOUNDATION: Form 990PF, tax year 2015
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- Organization
- DAVID S ASCHER MD CHARITABLE FOUNDATION (EIN 33-0243114)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2018-01-29
- IRS object ID
- 201840299349100204
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-29T11:11:29-06:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marcum LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 Main Street Suite 950 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330243114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID S ASCHER MD CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9492365620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 North Big Sky Lane | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92869 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENETTA CAYA | PersonNm |
| Person Title | CEO/DIRECTOR | PersonTitleTxt |
| Phone | 9512568630 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip J Wilson | PreparerPersonNm |
| PTIN | P01279023 | PTIN |
| Phone | 9492365600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,224,232 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $71,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$67,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $665,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,331 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,380 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,380 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,366 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,366 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,091 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,837 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $352,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$348,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,503 | CashBOYAmt |
| Cash EOY | $2,153 | CashEOYAmt |
| Cash EOYFMV | $2,153 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,315 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,535 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,535 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,535 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $319,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $319,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $318,973 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,257,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $736,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $697,256 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,612,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,263,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,224,232 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $486 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $168 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $168 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,611,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,263,072 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,611,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,612,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,263,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,611,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$348,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,263,072 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 19623 SHARES INVESGO UNIT TRS UNIT | P | 2015-01-02 | 2016-03-04 | $186,552 | $194,261 | -$7,709 | -$7,709 |
| 655 SHARES INVESGO UNIT TRS UNIT | P | 2015-03-26 | 2016-03-04 | $6,227 | $6,182 | $45 | $45 |
| 0.8444 SHARES INVESGO UNIT TRS UNIT | P | 2016-01-26 | 2016-03-07 | $8 | $8 | $0 | $0 |
| 17657 SHARES ADVRS DSCPLN | P | 2015-03-16 | 2016-06-16 | $162,333 | $174,646 | -$12,313 | -$12,313 |
| 981 SHARES ADVRS DSCPLN | P | 2015-06-26 | 2016-06-16 | $8,782 | $8,299 | $483 | $483 |
| .7868 SHARES ADVRS DSCPLN | P | 2016-05-26 | 2016-06-17 | $7 | $7 | $0 | $0 |
| 36164 SHARES GUGGENHEM PFPID | P | 2015-06-29 | 2016-07-28 | $289,927 | $337,803 | -$47,876 | -$47,876 |
| 1426 SHARES GUGGENHEM PFPID | P | 2015-07-28 | 2016-07-28 | $11,304 | $11,489 | -$185 | -$185 |
| .1654 SAHRES CLAYMORE | P | 2016-06-28 | 2016-07-29 | $1 | $1 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$67,555 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $368,841 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,846,980 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.199700 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $324,277 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,089,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.155162 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $294,488 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,181,057 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $285,488 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,254,958 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126605 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $301,463 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,441,651 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123467 | DistributionYr5Rt |
| Total Distribution | 0.739955 | TotalDistributionRt |
| Average Distribution | 0.147991 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,483,893 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,603 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $613 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,216 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $352,204 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $613 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $632 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN HENNAGIN CPA MST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492365620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 MAIN STREET SUITE 950 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID S ASCHER II | ||||||||
| POBOX 57 | SANTA ANA | CA | 92702 | CFO/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAMELA ASCHER | ||||||||
| POBOX 57 | SANTA ANA | CA | 92702 | DIRECTOR | 1.00 | $7,380 | $0 | $0 |
| RENETTA ASCHER CAYA | ||||||||
| POBOX 57 | SANTA ANA | CA | 92702 | CEO/DIRECTOR | 1.00 | $0 | $0 | $0 |
| VIVIAN TABB | ||||||||
| POBOX 57 | SANTA ANA | CA | 92702 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANE ASCHER | ||||||||
| POBOX 57 | SANTA ANA | CA | 92702 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON BRENT | ||||||||
| POBOX 57 | SANTA ANA | CA | 92702 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,257,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,506,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,506,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,483,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $613 | TotalTaxAmt |
| Distributable Before Adj | $73,582 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,582 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,582 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $352,204 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $613 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $351,591 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,582 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $180,710 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $174,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $187,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $224,185 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $278,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,045,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $352,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $278,622 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,324,142 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $180,710 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,143,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $174,080 | ExcessFromYear4Amt |
| Excess From Year3 | $187,959 | ExcessFromYear3Amt |
| Excess From Year2 | $224,185 | ExcessFromYear2Amt |
| Excess From Year1 | $278,586 | ExcessFromYear1Amt |
| Excess From Current Year | $278,622 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAMELA ASCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 57 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9512568630 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, INDICATING CHARITABLE PURPOSE AND IRS CHARITABLE QUALIFICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE PURPOSE MUST BE IN THE AREA OF HEALTH, EDUCATION, OR WELFARE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aliveness Aid Project | |||||||
| 730 E 38th St | Minneapolis | MN | 55407 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $550 |
| American Heart Association | |||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| Bathgate Elementary PTA | |||||||
| 27642 Napoli Way | Mission Viejo | CA | 92692 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $1,000 |
| BLIND CHILDREN'S LEARNING CENTER | |||||||
| 18542 VANDERLIP aVENUE b | SANTA ANA | CA | 92705 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $500 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH aVENUE | CHESTNUT HILL | MA | 02467 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $62,500 |
| Braille Institute | |||||||
| 741 N Vermont Ave | Los Angeles | CA | 90029 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,000 |
| California State Student Association | |||||||
| 401 GOLDEN SHORE 135 | LONG BEACH | CA | 90802 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| Center of Autism | |||||||
| 1630 E SHAW AVE 190 | FRESNO | CA | 93710 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $25,000 |
| CHOC | |||||||
| 1201 W La Veta Ave | Orange | CA | 92868 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $14,953 |
| CSP | |||||||
| 1221 E DYER ROAD SUITE 120 | SANTA ANA | CA | 92705 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| Go Red for Women | |||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| ILLINOIS WESLEYAN UNIVERSITY | |||||||
| 1312 pARK sTREET | BLOOMINGTON | IL | 61701 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| Laguna Beach Playhouse | |||||||
| 606 LAGUNA CANYON RD | LAGUNA | CA | 92651 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $1,000 |
| Loyola Law School | |||||||
| 919 ALBANY ST | Los Angeles | CA | 90015 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $1,000 |
| March of Dimes | |||||||
| 2222 Martin 155 | Irvine | CA | 92612 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| MARINE TOYS | |||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 22172 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $500 |
| NAFB | |||||||
| 1100 Platte Falls Rd | Platte City | MO | 64079 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,000 |
| ORANGEWOOD CHILDREN'S FOUNDATION | |||||||
| 1575 e 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $500 |
| PROVIDENCE SPEECH & HEARING | |||||||
| 1301 pROVIDENCE aVENUE | oRANGE | CA | 92868 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| Redlands University | |||||||
| 1200 E COLTON AVE | REDLANDS | CA | 92374 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $10,000 |
| Santa Clara University | |||||||
| 500 El Camino Real | Santa Clara | CA | 95053 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $10,000 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 mARINE wAY | iRVINE | CA | 92618 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $1,250 |
| Servite High School | |||||||
| 1952 W La Palma Ave | anaheim | CA | 92801 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| St Mary's School | |||||||
| 7 PURSUIT | ALISO VIEJO | CA | 92656 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $20,000 |
| The Seeing Eye | |||||||
| 10 WASHINGTON VALLEY RD | MORRISTOWN | NJ | 07960 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $3,000 |
| The Shea Center | |||||||
| 300 POMPTON RD | WAYNE | NJ | 07470 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,000 |
| THOMAS HOUSE TEMPORARY SHELTER | |||||||
| 12601 mORINGSIDE AVE 6 | gARDEN GROVE | CA | 92843 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $45,000 |
| TUFFS UNIVERSITY | |||||||
| 2 tHE GREEN | MEDFORD | MA | 02155 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $93,614 |
| Western Diocese A U A | |||||||
| 3325 N Glenoaks Blvd | burbank | CA | 91504 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,367 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$67,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,548 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and Accounting | CategoryTxt |
| Amt | $2,366 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,366 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PREFERRED STOCKS | StockNm |
| EOY Book Value | $319,227 | EOYBookValueAmt |
| EOYFMV | $318,973 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $736,010 | BookValueAmt |
| EOYFMV | $697,256 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Liabilities | Desc |
| BOY Book Value | $486 | BOYBookValueAmt |
| EOY Book Value | $168 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $880 | $0 | $880 |
| STATE FILING FEE | $60 | $0 | $60 |
| BANK CHARGES | $151 | $0 | $151 |
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