ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC: Form 990, tax year 2009
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- Organization
- ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC (EIN 23-7335361)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-17
- IRS object ID
- 201100769349300665
- Schema version
- 2009v1.7
- 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 | 2011-03-17T16:59:17-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-07-01 | 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 | Cynthia Haueter | Name |
| Title | VP UNIVERSITY RELATIONS | Title |
| Phone | 4155616538 | Phone |
| Date Signed | 2011-03-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANE M RUBIN | Name |
| Phone | 4153568000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Cynthia Haueter | 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 | 761453 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | ARCSFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| 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 | 12 | 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 | 750387 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 634008 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 52003 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9366 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6452 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 30114 | OtherRevenuePriorYear |
| Other Revenue Current Year | 29928 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 851408 | TotalRevenuePriorYear |
| Total Revenue Current Year | 722391 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 566500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 582600 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 73635 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 70157 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 21367 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 113581 | OtherExpensePriorYear |
| Other Expenses Current Year | 85349 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 753716 | TotalExpensesPriorYear |
| Total Expenses Current Year | 738106 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 97692 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -15715 | RevenuesLessExpensesCY |
| Total Assets BOY | 3619414 | TotalAssetsBOY |
| Total Assets EOY | 3934449 | TotalAssetsEOY |
| Total Liabilities BOY | 2451 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2150 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3616963 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3932299 | 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 | 588346 | Expense |
| Grants | 582600 | Grants |
| Revenue | 0 | Revenue |
| Description | GRANTS TO FUND SCIENCE SCHOLARSHIPS FOR STUDENTS OF HIGH ACHIEVEMENT AT NORTHERN CALIFORNIA UNIVERSITIES | Description |
| Total Program Service Expense | 588346 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | 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 |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| vickie Johnston | |||||
| President | 5.00 | X | 0 | 0 | 0 |
| Cynthia haueter | |||||
| Vice President | 5.00 | X | 0 | 0 | 0 |
| Francie Osthimer | |||||
| Secretary | 5.00 | X | 0 | 0 | 0 |
| Roulhac austin | |||||
| Treasurer | 5.00 | X | 0 | 0 | 0 |
| Peggy Moorhouse | |||||
| VP Development | 5.00 | X | 0 | 0 | 0 |
| Blair Heath | |||||
| VP Finance | 5.00 | X | 0 | 0 | 0 |
| val erickson | |||||
| Co-VP Membership | 5.00 | X | 0 | 0 | 0 |
| kjori boyd | |||||
| Co-VP University Relations | 5.00 | X | 0 | 0 | 0 |
| Diane Loranger | |||||
| CO-VP University Relations | 5.00 | X | 0 | 0 | 0 |
| Bebe Trinkner | |||||
| VP Communications/Communit | 5.00 | X | 0 | 0 | 0 |
| susan mooradian | |||||
| VP Communications/Communit | 5.00 | X | 0 | 0 | 0 |
| Paulette Kessler | |||||
| Co-VP Membership | 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 | 58300 | MembershipDues |
| All Other Contributions | 575708 | AllOtherContributions |
| Total Contributions | 634008 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52003 | TotalRevenueColumn |
| Exclusion | $52,003 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 52003 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6452 | TotalRevenueColumn |
| Exclusion | $6,452 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 63900 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 39062 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24838 | TotalRevenueColumn |
| Exclusion | $24,838 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIELD TRIPS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5090 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5090 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5090 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 722391 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5090 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $83,293 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 582600 | Total |
| Program Services | 582600 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64727 | Total |
| Management And General | 47693 | ManagementAndGeneral |
| Fundraising | 17034 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5430 | Total |
| Management And General | 4107 | ManagementAndGeneral |
| Fundraising | 1323 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5250 | Total |
| Management And General | 5250 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16608 | Total |
| Management And General | 16608 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11491 | Total |
| Management And General | 11491 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2607 | Total |
| Management And General | 2607 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| Investment Advisory Fee | 32786 | 32786 | ||
| Miscellaneous | 5420 | 5420 | ||
| MEMBER EVENTS | 3646 | 3646 | ||
| Community Outreach/ Dev | 3010 | 3010 | ||
| Member Communication/ O | 2431 | 2431 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2100 | Total |
| Program Services | 2100 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738106 | Total |
| Program Services | 588346 | ProgramServices |
| Management And General | 128393 | ManagementAndGeneral |
| Fundraising | 21367 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9844 | BOY |
| EOY | 166675 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100300 | BOY |
| EOY | 45020 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1542 | BOY |
| EOY | 1548 | 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 | 1462017 | BOY |
| EOY | 1625159 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2044305 | BOY |
| EOY | 2094641 | 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 | 3619414 | BOY |
| EOY | 3934449 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2200 | BOY |
| EOY | 2150 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2451 | BOY |
| EOY | 2150 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048665 | BOY |
| EOY | 2342796 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1568298 | BOY |
| EOY | 1589503 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3616963 | BOY |
| EOY | 3932299 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3619414 | BOY |
| EOY | 3934449 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | 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 | 858869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 806598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 782318 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 740844 | CurrentTaxYearMinus1Year |
| Current Tax Year | 634008 | CurrentTaxYear |
| Total | 3822637 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 858869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 806598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 782318 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 740844 | CurrentTaxYearMinus1Year |
| Current Tax Year | 634008 | CurrentTaxYear |
| Total | 3822637 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 131441 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3691196 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118601 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 141962 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123069 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70907 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58455 | CurrentTaxYear |
| Total | 512994 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19486 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12750 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8530 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10439 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5802 | CurrentTaxYear |
| Total | 57007 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4392638 | TotalSupport |
| Gross Receipts From Admissions Etc | 195123 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84030 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68520 | 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 | 3096197 | BeginningOfYearBalance |
| Contributions | 21205 | Contributions |
| Investment Earnings Or Losses | 350268 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3467670 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 0.54160 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.45840 | 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 (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CHARLES SCHWAB ACCOUNT | 65499 | F |
| San Francisco Foundation | 1777012 | F |
| Luther Burbank Savings | 252130 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2094641 | TotalOfBookValueSecurities |
| Total Revenue | 722391 | TotalRevenue |
| Total Expenses | 738106 | TotalExpenses |
| Excess Or Deficit For Year | -15715 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 331051 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 331051 | TotalAdjustments |
| Excess Or Deficit Per FS | 315336 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4: | Identifier |
| Return Reference | Description of Intended Use of Endowment Funds: | ReturnReference |
| Explanation | To produce income to supplement current fundraising for the organization's annual scholar awards. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Scholar Awards Luncheon | NameOfEvent1 |
| Gross Receipts Event1 | 63900 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 63900 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 39062 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 63900 | GrossReceiptsTotal |
| Gross Revenue Total Events | 63900 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 39062 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 39062 | DirectExpenseSummaryEvents |
| Net Income Summary | 24838 | 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 | 96000 | Science related scholarships |
| University of California - Davis | |||||
| Peter J Shields Ave | davis | CA | 95616 | 132600 | Science related scholarships |
| University of California - Berkeley | |||||
| 120 Sproul Hall | berkeley | CA | 94701 | 102000 | Science related scholarships |
| university of california - san francisco | |||||
| 500 Parnassus | san francisco | CA | 94143 | 120000 | Science related scholarships |
| university of california - santa cruz | |||||
| 1156 High Street | SANTA CRUZ | CA | 95064 | 70000 | 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 (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
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