ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC: Form 990, tax year 2011
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- Organization
- ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC (EIN 23-7335361)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-05
- IRS object ID
- 201320369349300312
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-05T18:00:43-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943108253 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7833 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941207833 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237335361 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACHIEVEMENT REWARDS FOR COLLEGE | BusinessNameLine1 |
| Business Name Line2 | SCIENTISTS FOUNDATION INC NO CA CHAP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACHI | NameControl |
| Phone | 4155616538 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29405 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94129 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHEILA LARSON | Name |
| Title | PRESIDENT | Title |
| Phone | 4155616538 | Phone |
| Date Signed | 2013-02-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD B HUTCHINS | Name |
| PTIN | P00048293 | PTIN |
| Phone | 4153568000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHEILA LARSEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29405 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1201248 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | ARCSFOUNDATION.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SCIENCE RELATED SCHOLARSHIPS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 779553 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 648355 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 64889 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3880 | InvestmentIncomePriorYear |
| Investment Income Current Year | 109473 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 70246 | OtherRevenuePriorYear |
| Other Revenue Current Year | 41332 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 918568 | TotalRevenuePriorYear |
| Total Revenue Current Year | 799160 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 679000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 695500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 66075 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 77971 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4228 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 91716 | OtherExpensePriorYear |
| Other Expenses Current Year | 99677 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 836791 | TotalExpensesPriorYear |
| Total Expenses Current Year | 873148 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 81777 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -73988 | RevenuesLessExpensesCY |
| Total Assets BOY | 4660368 | TotalAssetsBOY |
| Total Assets EOY | 4600294 | TotalAssetsEOY |
| Total Liabilities BOY | 5240 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6750 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4655128 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4593544 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SCHOLARSHIPS TO ACADEMICALLY OUTSTANDING UNITED STATES CITIZENS STUDYING TO COMPLETE THEIR DEGREES IN SCIENCE, MEDICINE AND ENGINEERING, THEREBY CONTRIBUTING TO THE WORLDWIDE ADVANCEMENT OF SCIENCE AND TECHNOLOGY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 699899 | Expense |
| Grants | 695500 | Grants |
| Revenue | 41556 | Revenue |
| Description | GRANTS TO FUND SCIENCE SCHOLARSHIPS FOR STUDENTS OF HIGH ACHIEVEMENT AT NORTHERN CALIFORNIA UNIVERSITIES | Description |
| Total Program Service Expense | 699899 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4155616537 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29405 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CYNTHIA HAUETER | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| ELIZABETH CALLANDER | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| ROULHAC AUSTIN | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| MARIE LIPMAN | ||||||
| VP, DEVELOPMENT | 5.00 | X | 0 | 0 | 0 | |
| CHRISTINE HUTCHINSON | ||||||
| VP, FINANCE | 5.00 | X | X | 0 | 0 | 0 |
| GLENNIE EISELE | ||||||
| CO-VP, MEMBERSHIP | 5.00 | X | 0 | 0 | 0 | |
| FRANCIE OSTHIMER | ||||||
| CO-VP, MEMBERSHIP | 5.00 | X | 0 | 0 | 0 | |
| CATHY MOLEY | ||||||
| CO-VP, UNIVERSITY RELATIONS | 5.00 | X | 0 | 0 | 0 | |
| KJORI BOYD | ||||||
| CO-VP, UNIVERSITY RELATIONS | 5.00 | X | 0 | 0 | 0 | |
| ELAINE OLDHAM | ||||||
| VP, COMMUNICATIONS & COMMUNITY RELATIONS | 5.00 | X | 0 | 0 | 0 | |
| DIANE LORANGER | ||||||
| VP, SCIENCE ACTIVITIES | 5.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 63463 | MembershipDues |
| All Other Contributions | 584892 | AllOtherContributions |
| Total Contributions | 648355 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72077 | TotalRevenueColumn |
| Exclusion | $72,077 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 399226 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 361830 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37396 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37396 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37396 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 77430 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 40258 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37172 | TotalRevenueColumn |
| Exclusion | $37,172 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIELD TRIPS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4160 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4160 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4160 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 799160 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41556 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $109,249 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695500 | Total |
| Program Services | 695500 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77971 | Total |
| Management And General | 77971 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6500 | Total |
| Management And General | 6500 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16104 | Total |
| Management And General | 16104 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13817 | Total |
| Management And General | 13817 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2371 | Total |
| Management And General | 2371 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | 38936 | 38936 | |
| MISCELLANEOUS | 8339 | 8339 | |
| MEMBER COMMUNICATION/ O | 4983 | 4983 | |
| MEMBER EVENTS | 4399 | 4399 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4228 | Total |
| Fundraising | 4228 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 873148 | Total |
| Program Services | 699899 | ProgramServices |
| Management And General | 169021 | ManagementAndGeneral |
| Fundraising | 4228 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289054 | BOY |
| EOY | 252872 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93561 | BOY |
| EOY | 51540 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2200 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2326 | BOY |
| EOY | 396 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26030 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26030 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1861050 | BOY |
| EOY | 1989174 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2412971 | BOY |
| EOY | 2302706 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1406 | BOY |
| EOY | 1406 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4660368 | BOY |
| EOY | 4600294 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5240 | BOY |
| EOY | 6750 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5240 | BOY |
| EOY | 6750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2366734 | BOY |
| EOY | 2374348 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563755 | BOY |
| EOY | 459114 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1724639 | BOY |
| EOY | 1760082 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4655128 | BOY |
| EOY | 4593544 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4660368 | BOY |
| EOY | 4600294 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -73988 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 12404 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 782318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 740844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 634008 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 779553 | CurrentTaxYearMinus1Year |
| Current Tax Year | 648355 | CurrentTaxYear |
| Total | 3585078 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 782318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 740844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 634008 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 779553 | CurrentTaxYearMinus1Year |
| Current Tax Year | 648355 | CurrentTaxYear |
| Total | 3585078 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 228235 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3356843 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123069 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70907 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58455 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72077 | CurrentTaxYear |
| Total | 393277 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8530 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10439 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4160 | CurrentTaxYear |
| Total | 39296 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4017651 | TotalSupport |
| Gross Receipts From Admissions Etc | 68865 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.83550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83180 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4274021 | BeginningOfYearBalance |
| Contributions | 35443 | Contributions |
| Investment Earnings Or Losses | 82416 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 100000 | GrantsOrScholarships |
| End Of Year Balance | 4291880 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3467670 | BeginningOfYearBalance |
| Contributions | 135136 | Contributions |
| Investment Earnings Or Losses | 671215 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4274021 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3096197 | BeginningOfYearBalance |
| Contributions | 21205 | Contributions |
| Investment Earnings Or Losses | 350268 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3467670 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3729394 | BeginningOfYearBalance |
| Contributions | 35009 | Contributions |
| Investment Earnings Or Losses | -668206 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3096197 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.48290 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51710 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 905 | OtherCostOrOtherBasis |
| Depreciation | 905 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23321 | OtherCostOrOtherBasis |
| Depreciation | 23321 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1804 | OtherCostOrOtherBasis |
| Depreciation | 1804 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CHARLES SCHWAB ACCOUNT | 83510 | F |
| SAN FRANCISCO FOUNDATION | 2219196 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2302706 | TotalOfBookValueSecurities |
| Total Revenue | 799160 | TotalRevenue |
| Total Expenses | 873148 | TotalExpenses |
| Excess Or Deficit For Year | -73988 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12404 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 12404 | TotalAdjustments |
| Excess Or Deficit Per FS | -61584 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 812886 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 12404 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 12404 | RevenueNotRptdF990 |
| Revenue Subtotal | 800482 | RevenueSubtotal |
| Investment Expenses Not Included | 38936 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -40258 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1322 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 799160 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 874470 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 40258 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 40258 | ExpensesNotRptdF990 |
| Expenses Subtotal | 834212 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 38936 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 38936 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 873148 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PRODUCE INCOME TO SUPPLEMENT CURRENT FUNDRAISING FOR THE ORGANIZATION'S ANNUAL SCHOLAR AWARDS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF FUNDRAISING EXPENSES | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION OF FUNDRAISING EXPENSES |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SCHOLAR AWARDS LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 77430 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 77430 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 40258 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 77430 | GrossReceiptsTotal |
| Gross Revenue Total Events | 77430 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 40258 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 40258 | DirectExpenseSummaryEvents |
| Net Income Summary | 37172 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| SAN FRANCISCO STATE UNIVERSITY | |||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | 60000 | SCIENCE RELATED SCHOLARSHIPS |
| STANFORD UNIVERSITY | |||||
| 450 SERRA MALL | PALO ALTO | CA | 94305 | 140000 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - DAVIS | |||||
| PETER J SHIELDS AVE | DAVIS | CA | 95616 | 120000 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - BERKELEY | |||||
| 120 SPROUL HALL | BERKELEY | CA | 94701 | 163500 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - SAN FRANCISCO | |||||
| 500 PARNASSUS | SAN FRANCISCO | CA | 94143 | 132000 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - SANTA CRUZ | |||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | 80000 | SCIENCE RELATED SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 6 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION USES GRANT FUNDS TO HELP FUND SCIENCE SCHOLARSHIPS FOR STUDENTS OF HIGH ACHIEVEMENT AT NORTHERN CALIFORNIA UNIVERSITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ORGANIZATION VERIFIES AMOUNTS RECORDED ON FORM 990 BY COMPARING AMOUNTS RECORDED IN THE GENERAL LEDGER. ANY DISCREPANCIES ARE NOTED AND REPORTED TO TAX PREPARER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINACIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE ANNUAL FUND RAISING EVENT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 12,404. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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