US-CENTRAL ASIA EDUCATION FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- US-CENTRAL ASIA EDUCATION FOUNDATION (EIN 01-0896501)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-15
- IRS object ID
- 201840469349100619
- Schema version
- 2016v3.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-15T15:04:17-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010372413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS LAMONT & MCNAMEE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HAMPTON ROAD SUITE 306 | AddressLine1Txt |
| City | EXETER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010896501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US CENTRAL ASIA EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | US-C | BusinessNameControlTxt |
| Phone | 2028008560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 U STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN WEINROTH PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2028008560 | PhoneNum |
| Signature | 2018-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND L BALD CPA | PreparerPersonNm |
| PTIN | P00235916 | PTIN |
| Phone | 6037723460 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.73.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-14 | IPDt |
| IP Tm | 14:27:34 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E2EC66916109ECD24F294D02EDEA46DD4F0D0B8C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 617D93E7C6732417A02B902036035FAF1AF93EC7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $6,326,391 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $104,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,007 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $104,007 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $943,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,239,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $943,187 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,047,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,047,194 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104,007 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,986 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,986 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,863 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,863 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,241 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,872 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,908 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,908 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $582,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $582,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $646,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,241 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $613,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $975,131 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $975,131 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,621,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,241 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,588,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$574,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,022,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,766 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,550 | CashBOYAmt |
| Cash EOY | $25,594 | CashEOYAmt |
| Cash EOYFMV | $25,594 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $369,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,207,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,207,168 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $92,013 | AcctRcvblAmt |
| Acct Rcvbl BOY | $237,264 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $92,013 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $92,013 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $6,767,748 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $2,357 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,616 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,616 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,413,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,326,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,326,391 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,798 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,226 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,718 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,944 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,394,851 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,299,447 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,394,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,299,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,413,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,326,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,394,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$574,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,820,783 | SubtotalAmt |
| Other Decreases | $521,336 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,299,447 | 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 |
|---|---|---|---|---|---|---|---|
| VARIOUS SECURITIES - LONG TERM | P | 2015-09-30 | 2017-09-30 | $6,773,338 | $5,897,352 | $875,986 | $875,986 |
| VARIOUS SECURITIES - SHORT TERM | P | 2016-10-01 | 2017-09-30 | $2,465,702 | $2,437,098 | $28,604 | $28,604 |
| J.P. MORGAN INVESTMENTS | P | $3,907 | $3,907 | ||||
| J.P. MORGAN INVESTMENTS | P | $34,690 | $34,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $943,187 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $32,511 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,559,184 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,871,222 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.198087 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,510,659 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,599,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.157365 | DistributionYr2Rt |
| Total Distribution | 0.355452 | TotalDistributionRt |
| Average Distribution | 0.177726 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,432,431 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,143,210 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,223 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,153,433 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,588,527 | 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 | $10,223 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,223 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $55 | EsPenaltyAmt |
| Tax Due | $7,718 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | 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 | WWW.US-CAEF.COM | WebsiteAddressTxt |
| Individual With Books | HOLLY BURNS SENIOR ACCOUNTANTASSI | IndividualWithBooksNm |
| Phone | 2028008560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 U STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET M GRIEVE | ||||||||
| 124 U STREET NW | WASHINGTON | DC | 20001 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| STEPHEN D WEINROTH | ||||||||
| 124 U STREET NW | WASHINGTON | DC | 20001 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| ALAN BRUMBERGER | ||||||||
| 124 U STREET NW | WASHINGTON | DC | 20001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY GINSBERG | ||||||||
| 124 U STREET NW | WASHINGTON | DC | 20001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HOLLY BURNS | ||||||||
| 124 U STREET NW | WASHINGTON | DC | 20001 | TREASURER | 1.00 | $18,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCILS FOR INTERNATIONAL EDUCATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW SUITE 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | SCH SCHEDULE 0 | ServiceTypeTxt |
| Compensation | $1,521,549 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ENTERPRISE STUDENT FELLOWSHIPS - A FINANCIAL NEED BASED SCHOLARSHIP PROGRAM FOR ACADEMICALLY QUALIFIED CITIZEN RESIDENTS OF CENTRAL ASIA TO OBTAIN AN UNDERGRADUATE BUSINESS EDUCATION THAT,DUE TO FINANCIAL HARDSHIP, WOULD OTHERWISE NOT HAVE BEEN ABLE TO OBTAIN SUCH AN EDUCATION. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2017, THE SEVENTH GRADUATING CLASS INCLUDED 33 US-CAEF FELLOWS. ADDITIONALLY, DURING FISCAL YEAR 2017 THE ORGANIZATION AWARDED 24 NEW FELLOWSHIPS AND RENEWED 88 STUDENT FELLOWSHIPS FOR THE 2016 ACADEMIC YEAR. PROGRAM COSTS INCLUDE DEVELOPMENT, RECRUITMENT, SELECTION, MONITORING, GRADUATION AND FELLOWSHIP AWARDS. STUDENT FELLOWSHIP AWARDS ACCOUNT FOR $828,479 OF THE COST OF THIS PROGRAM SERVICE. | Description1Txt |
| Expenses1 | $1,266,120 | Expenses1Amt |
| Description2 | ENTERPRISE INTERN FELLOWSHIPS - A PROGRAM TO PROVIDE ENTERPRISE STUDENT FELLOWS WITH THE OPPORTUNITY TO GAIN VALUABLE WORK EXPERIENCE WITHIN CENTRAL ASIA - AS WELL AS VOCATIONAL, EDUCATIONAL, AND CULTURAL EXPERIENCE IN THE USA AND OTHER COUNTRIES THAT SERVE AS POSITIVE EXAMPLES OF DEMOCRATIC OPEN-MARKET ECONOMIES. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2017, THE ORGANIZATION OPERATED ITS SIXTH YEAR OF INTERNSHIP PROGRAMS, WITH 10 STUDENT FELLOWS IN THE REGIONAL (SEE BELOW)SUMMER PROGRAM AND 8 POST-GRADUATE FELLOWS IN THE US FALL PROGRAM. THROUGH THESE PROGRAMS, INTERN FELLOWS GAINED WORKPLACE SKILLS, EXPLORED CAREER OPTIONS, COMPLETED RELEVANT ACADEMIC COURSEWORK AND PARTICIPATED IN CIVIC ENGAGEMENT PROJECTS. | Description2Txt |
| Expenses2 | $255,429 | Expenses2Amt |
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 | $4,266,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,261,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,642 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,530,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,530,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,432,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $321,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $321,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,223 | TotalTaxAmt |
| Distributable Before Adj | $311,399 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $311,399 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $311,399 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,588,527 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,588,527 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,223 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,578,304 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,399 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,588,527 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $311,399 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,277,128 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,277,128 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,277,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,277,128 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCILS FOR INTERNATIONAL EDUCATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW SUITE 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FINANCIAL NEED BASED SCHOLARSHIPS FOR ACADEMICALLY QUALIFIED CITIZEN RESIDENTS OF CENTRAL ASIA TO OBTAIN ANUNDERGRADUATE BUSINESS EDUCATION, GRANTS FOR BUSINESS FACULTY TO DEVELOP TEACHING SKILLS, AND STUDENT INTERNSHIP PROGRAMS. | GrantOrContributionPurposeTxt |
| Amt | $975,131 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $975,131 | 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 | $104,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $943,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,047,194 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,047,194 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $28,986 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,986 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID INSURANCE | $1,616 | $1,616 | $1,616 |
| PREPAID EXCISE TAX | $741 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $521,336 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM RECRUITMENT, SELECTION, MONITORING, EVALUATION AND OTHER EXPENSES | $547,785 | $0 | $0 | $546,418 |
| PROGRAM OVERSIGHT EXPENSES | $24,912 | $0 | $0 | $26,279 |
| INSURANCE | $2,424 | $0 | $0 | $2,424 |
| OFFICE & MISCELLANEOUS EXPENSES | $4,298 | $0 | $0 | $4,298 |
| ANNUAL REPORT | $3,083 | $0 | $0 | $3,083 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $7,718 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $24,863 | Amt |
| Net Investment Income | $24,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,241 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $7,872 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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