DAVID S ASCHER MD CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAVID S ASCHER MD CHARITABLE FOUNDATION (EIN 33-0243114)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-07-09
- IRS object ID
- 201521909349100122
- Schema version
- 2013v4.0
- 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 | 2015-07-09T15:55:03-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330097355 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN M GELMAN & ASSOCIATES CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 E 17TH STREET | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 927058606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92869 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENETTA CAYA | PersonNm |
| Person Title | CEO/DIRECTOR | PersonTitleTxt |
| Phone | 9512568630 | PhoneNum |
| Signature | 2015-07-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,961,474 | 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 | $77,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,383,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,361 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,720 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,720 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,311 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,007 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,291 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,291 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,195 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,832 | CashBOYAmt |
| Cash EOY | $786 | CashEOYAmt |
| Cash EOYFMV | $786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,718 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,082 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,826 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,120 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,120 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $417,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $418,549 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $436,383 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,517,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,397,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,471,103 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,958,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,869,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,961,474 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $620 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,825 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,825 | 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 | $1,958,334 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,867,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,958,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,958,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,869,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,958,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,195 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,867,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADVISORS DISCPLIND 901; # SHARES 14905 | P | 2013-12-16 | 2013-12-16 | $155,663 | $145,304 | $10,359 | $10,359 |
| DREYFUS CORE; # SHARES 718 | P | 2012-05-15 | 2014-03-17 | $15,000 | $12,330 | $2,670 | $2,670 |
| DREYFUS CORE; # SHARES 7820 | P | 2012-05-15 | 2014-08-14 | $172,913 | $142,055 | $30,858 | $30,858 |
| MFS EMERGING MKT; # SHARES 4858 | P | 2013-02-04 | 2014-03-17 | $71,228 | $78,235 | -$7,007 | -$7,007 |
| TEMPLETON GLOBAL BOND; # SHARES 19466 | P | 2007-12-07 | 2014-04-23 | $255,002 | $208,555 | $46,447 | $46,447 |
| CITIGROUP CAPITAL TRST; # SHARES 5900 | P | 2003-11-24 | 2014-04-28 | $147,500 | $148,614 | -$1,114 | -$1,114 |
| INVESCO UNIT 1304; # SHARES 22166 | P | 2013-03-04 | 2014-05-06 | $258,940 | $221,293 | $37,647 | $37,647 |
| COLUMBIA ACORN; # SHARES 3987 | P | 2013-08-20 | 2014-10-30 | $120,977 | $120,086 | $891 | $891 |
| VAN KAMPEN TR 192; # SHARES 15284 | P | 2012-05-05 | 2014-10-30 | $115,063 | $115,388 | -$325 | -$325 |
| BLACK ROCK HIGH YIELD; # SHARES 4253 | P | 2012-10-16 | 2014-10-30 | $35,000 | $34,115 | $885 | $885 |
| CAPITAL GAINS DIVIDENDS | P | $36,050 | $36,050 | $36,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,361 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $294,488 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,181,057 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135021 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $285,488 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,254,958 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.126605 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $301,463 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,441,651 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123467 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $358,616 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,508,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.142955 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,159 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,401,604 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086259 | DistributionYr5Rt |
| Total Distribution | 0.614307 | TotalDistributionRt |
| Average Distribution | 0.122861 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,089,928 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $256,771 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,202 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $258,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $326,479 | 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 | $2,202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $791 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,791 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $582 | OverpaymentAmt |
| Applied To ES Tax | $582 | AppliedToESTaxAmt |
| Refund | $0 | 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 GLENN GEL | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 92705 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $21,720 | $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 | $2,095,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,121,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,121,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,089,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,202 | TotalTaxAmt |
| Distributable Before Adj | $102,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,294 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $326,479 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,202 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $324,277 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,105 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $234,464 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $180,710 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,080 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $187,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $866,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,185 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,090,503 | 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 | $89,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,001,398 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $234,464 | ExcessFromYear4Amt |
| Excess From Year3 | $180,710 | ExcessFromYear3Amt |
| Excess From Year2 | $174,080 | ExcessFromYear2Amt |
| Excess From Year1 | $187,959 | ExcessFromYear1Amt |
| Excess From Current Year | $224,185 | 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 | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 92702 | ZIPCode |
| 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $7,500 |
| AOCDS (OC DEPUTY SHERIFFS) | |||||||
| 1314 WEST FIFTH ST SUITE A | SANTA ANA | CA | 92703 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,000 |
| BATHGATE ELEMENTARY SCHOOL FOUNDATION | |||||||
| 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 |
| CASA | |||||||
| 1505 E 17TH STREET/ST 214 | SANTA ANA | CA | 92705 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $7,000 |
| CHOC | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $10,100 |
| ILLINOIS WESLEYAN UNIVERSITY | |||||||
| 1312 PARK STREET | BLOOMINGTON | IL | 61701 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| LITTLE GREEN DRESS | |||||||
| 28852 ALOMA AVE | LAGUNA NIGUEL | CA | 92677 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,500 |
| 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 |
| NATIONAL FOUNDATION FOR AUSTISM RESEARCH | |||||||
| PO BOX 502177 | SAN DIEGO | CA | 92150 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $2,000 |
| ORANGE COUNTY ART MUSEUM | |||||||
| 850 SAN CLEMENTE DRIVE | NEWPORT BEACH | CA | 92660 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $12,500 |
| ORANGEWOOD CHILDREN'S FOUNDATION | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $500 |
| OUR LADY QUEEN OF ANGELS | |||||||
| 2046 MAR VISTA DR | NEWPORT BEACH | CA | 92660 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $10,000 |
| PROVIDENCE SPEECH & HEARING | |||||||
| 1301 PROVIDENCE AVENUE | ORANGE | CA | 92868 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $5,000 |
| REDLANDS UNIVERSITY | |||||||
| 1200 E COLTON AVE PO BOX 3080 | REDLANDS | CA | 92373 | 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 | $4,700 |
| 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 | $40,000 |
| TUFFS UNIVERSITY | |||||||
| 2 THE GREEN | MEDFORD | MA | 02155 | NONE | PC | HEALTH, EDUCATION OR WELFARE | $89,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,291 | 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 | $77,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,361 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $235,284 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,284 | 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 | $4,150 | $0 | $4,150 |
| 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 | $418,549 | EOYBookValueAmt |
| EOYFMV | $436,383 | 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 | $1,397,427 | BookValueAmt |
| EOYFMV | $1,471,103 | 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 | $1,007 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,007 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $620 | BOYBookValueAmt |
| EOY Book Value | $2,825 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $2,042 | $0 | $2,042 |
| STATE FILING FEE | $60 | $0 | $60 |
| FEDERAL EXCISE | $2,209 | $0 | $2,209 |
Comments