DAVID S ASCHER MD CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAVID S ASCHER MD CHARITABLE FOUNDATION (EIN 33-0243114)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-07-06
- IRS object ID
- 201621889349100117
- Schema version
- 2014v6.0
- 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 Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-06T16:14:23-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472310177 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 E 17TH STREET | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 927058606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7146672600 | 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 | 2016-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARREN E HENNAGIN CPA MST | PreparerPersonNm |
| PTIN | P00287859 | PTIN |
| Phone | 7146672600 | PhoneNum |
| Preparation | 2016-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,534,810 | 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 | $77,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,019,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,054 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,710 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,570 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,570 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,974 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,974 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,308 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $369,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $369,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$255,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $786 | CashBOYAmt |
| Cash EOY | $4,503 | CashEOYAmt |
| Cash EOYFMV | $4,503 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,583 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,120 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,535 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,535 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $418,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $319,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $333,157 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,397,427 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,257,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,166,032 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,869,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,612,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,534,810 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,825 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $486 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $486 | 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 | $1,867,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,611,728 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,867,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,611,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,869,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,612,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,867,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$255,411 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,611,728 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,611,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 17242 SHS INVESCO UNIT 1375 | P | 2013-11-07 | 2015-01-06 | $187,673 | $170,610 | $17,063 | $17,063 |
| 469 SHS INVESCO UNIT 1375 | P | 2013-11-07 | 2015-01-06 | $5,094 | $4,895 | $199 | $199 |
| 15869 SHS ADVISORS DISCPLIND 1123 | P | 2013-12-12 | 2015-03-18 | $163,815 | $157,103 | $6,712 | $6,712 |
| 68 SHS ADVISORS DISCPLIND 1123 | P | 2013-12-12 | 2015-03-18 | $702 | $675 | $27 | $27 |
| 860 SHS ADVISORS DISCPLIND 1123 | P | 2013-12-12 | 2015-03-18 | $8,878 | $9,157 | -$279 | -$279 |
| 26357 SHS INVESCO UNIT 1427 | P | 2013-07-07 | 2015-07-07 | $255,733 | $259,698 | -$3,965 | -$3,965 |
| INVESCO UNIT 1427 | P | 2013-07-07 | 2015-07-07 | $417 | $429 | -$12 | -$12 |
| INVESCO UNIT 1427 | P | 2014-07-08 | 2015-07-07 | $7,772 | $8,112 | -$340 | -$340 |
| 28249 SHS PRUDENTIAL HIGH YIELD | P | 2014-04-28 | 2015-11-12 | $150,000 | $163,568 | -$13,568 | -$13,568 |
| 2734 SHS BLACKROCK HIGH YIELD | P | 2012-10-19 | 2015-11-06 | $26,172 | $27,823 | -$1,651 | -$1,651 |
| 3195 SHS BLACKROCK HIGH YIELD | P | 2014-03-17 | 2015-11-06 | $23,828 | $27,105 | -$3,277 | -$3,277 |
| 5326 SHS BLACKROCK HIGH YIELD | P | 2014-03-17 | 2015-11-19 | $48,682 | $53,459 | -$4,777 | -$4,777 |
| 4100 SHS MET LIFE | P | 2010-02-04 | 2015-07-01 | $102,500 | $99,323 | $3,177 | $3,177 |
| CAPITAL GAINS DIVIDENDS | P | $37,745 | $37,745 | $37,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,054 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $324,277 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,089,928 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.155162 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $294,488 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,181,057 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.135021 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $285,488 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,254,958 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $301,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,441,651 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123467 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $358,616 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,508,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142955 | DistributionYr5Rt |
| Total Distribution | 0.683210 | TotalDistributionRt |
| Average Distribution | 0.136642 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,846,980 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $252,375 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,047 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $253,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $369,888 | 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 | $1,047 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,047 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,353 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,353 | RefundAmt |
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 | 7146672600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 E 17TH STREET | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | 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 | $16,570 | $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 | $1,823,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,875,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,875,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,846,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,047 | TotalTaxAmt |
| Distributable Before Adj | $91,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $369,888 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $369,888 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,047 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $368,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $234,464 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,710 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,080 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $187,959 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,001,398 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $369,888 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $278,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,279,984 | 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 | $234,464 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,045,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,710 | ExcessFromYear4Amt |
| Excess From Year3 | $174,080 | ExcessFromYear3Amt |
| Excess From Year2 | $187,959 | ExcessFromYear2Amt |
| Excess From Year1 | $224,185 | ExcessFromYear1Amt |
| Excess From Current Year | $278,586 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AABAGA SCHOLARSHIP FUND INC | |||||||
| 1250 GALWAY STREET | PLACENTIA | CA | 92870 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $4,000 |
| ALIVENESS AID PROJECT | |||||||
| 730 E 38TH ST | MINNEAPOLIS | MN | 55407 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $550 |
| ALZHEIMERS ASSOCIATION | |||||||
| 17771 COWAN SUITE 200 | IRVINE | CA | 92614 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $15,000 |
| AOCDS (OC DEPUTY SHERIFFS) | |||||||
| 1314 WEST FIFTH ST SUITE A | SANTA ANA | CA | 92703 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $4,000 |
| 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 |
| CASA | |||||||
| 1505 E 17TH STREET/ST 214 | SANTA ANA | CA | 92705 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| CHOC | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $19,600 |
| ILLINOIS WESLEYAN UNIVERSITY | |||||||
| 1312 PARK STREET | BLOOMINGTON | IL | 61701 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| 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 |
| 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 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,400 |
| SEEING EYE DOGS | |||||||
| 10 WASHINGTON VALLEY ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $3,000 |
| SERVITE HIGH SCHOOL | |||||||
| 1952 W LA PALMA AVE | ANAHEIM | CA | 92801 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| THOMAS HOUSE TEMPORARY SHELTER | |||||||
| 12601 MORINGSIDE AVE 6 | GARDEN GROVE | CA | 92843 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $35,000 |
| TUFFS UNIVERSITY | |||||||
| 2 THE GREEN | MEDFORD | MA | 02155 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $91,430 |
| UC REGENTS | |||||||
| 1111 FRANKLIN ST 12TH FLOOR | OAKLAND | CA | 94607 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $25,100 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 260 ALDRICH HALL | IRVINE | CA | 92697 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $25,000 |
| UNIVERSITY OF REDLAND | |||||||
| 1200 E COLTON AVE | REDLANDS | CA | 92373 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $10,000 |
| BRAILLE INSTITUTE | |||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,000 |
| CANCER LEGAL RESOURCE CENTER | |||||||
| 919 ALBANY ST | LOS ANGELES | CA | 90015 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $500 |
| HARBOR VIEW ELEMENTARY | |||||||
| 900 GOLDENROD AVE | CORONA DEL MAR | CA | 92625 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| NAFB | |||||||
| 1100 PLATTE FALLS RD | PLATTE CITY | MO | 64079 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,000 |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,580 | 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 | $77,423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,477 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,477 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GLENN M. GELMAN & ASSOCIATES | $3,700 | $0 | $3,700 |
| SERVICES RE: ACCOUNTING & PREPARATION OF REQD GOVT FORMS | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PREFERRED STOCKS | StockNm |
| EOY Book Value | $319,226 | EOYBookValueAmt |
| EOYFMV | $333,157 | 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 | $1,257,367 | BookValueAmt |
| EOYFMV | $1,166,032 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BUSINESS EXPENSES | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $2,825 | BOYBookValueAmt |
| EOY Book Value | $486 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $1,514 | $0 | $1,514 |
| STATE FILING FEE | $60 | $0 | $60 |
| FEDERAL EXCISE | $2,400 | $0 | $2,400 |
Comments