DAVID S ASCHER MD CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DAVID S ASCHER MD CHARITABLE FOUNDATION (EIN 33-0243114)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-03-13
IRS object ID
202520729349100327
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-13T14:57:08-07:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352495028PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Johnson Tax & ConsultingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 Spectrum Center Dr Ste 400AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330243114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1David S Ascher MD CharitableBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone9492755086PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1309 Emerald Bay DriveAddressLine1Txt
CityLaguna BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRenetta CayaPersonNm
Person TitleCEO/DIRECTORPersonTitleTxt
Signature2025-03-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLisa JohnsonPreparerPersonNm
PTINP00167963PTIN
Phone9494246242PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$164,999FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$270InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$270InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$270InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,812DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,812DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,812DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,857NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$91,521GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,857CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,939TotalRevAndExpnssAmt
Total Net Invst Incm$11,939TotalNetInvstIncmAmt
Total Adj Net Incm$10,082TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,335AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,335AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,335AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$189TaxesRevAndExpnssAmt
Taxes Net Invst Incm$189TaxesNetInvstIncmAmt
Taxes Adj Net Incm$189TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$2,514OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,514OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,514OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$6,038TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,038TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,038TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$122,971ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$122,971ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$129,009TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,038TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,038TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$122,971TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$117,070ExcessRevenueOverExpensesAmt
Net Investment Income$5,901NetInvestmentIncomeAmt
Adjusted Net Income$4,044AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$546CashBOYAmt
Cash EOY$546CashEOYAmt
Cash EOYFMV$546CashEOYFMVAmt
Sav And Temp Cash Invst BOY$38,203SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,798SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,798SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$187,443CorporateStockBOYAmt
Corporate Stock EOY$97,778CorporateStockEOYAmt
Corporate Stock EOYFMV$153,655CorporateStockEOYFMVAmt
Total Assets BOY$226,192TotalAssetsBOYAmt
Total Assets EOY$109,122TotalAssetsEOYAmt
Total Assets EOYFMV$164,999TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$226,192RetainedEarningBOYAmt
Retained Earning EOY$109,122RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$226,192TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$109,122TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$226,192TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$109,122TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$226,192TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$117,070ExcessRevenueOverExpensesAmt
Subtotal$109,122SubtotalAmt
Tot Net Ast Or Fund Balances EOY$109,122TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1250 AT&T INCP2020-07-232024-03-25$25,737$30,700-$4,963-$4,963
175 EXXON MOBIL CORPP2020-07-232024-10-29$20,651$7,589$13,062$13,062
2000 METLIFE INCP2020-07-232024-10-21$45,133$51,375-$6,242-$6,242
FieldValueIRS element (for citing)
Capital Gain Net Income$1,857CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$82InvestmentIncomeExciseTaxAmt
Subtotal$82SubtotalAmt
Tax Based On Investment Income$82TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$443EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$443TotalPaymentsAndCreditsAmt
Overpayment$361OverpaymentAmt
Applied To ES Tax$361AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Renetta CayaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9492755086PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1309 Emerald Bay DriveAddressLine1Txt
CityLaguna BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Renetta Caya
309 Emerald Bay DriveLaguna BeachCA92651CEO/DIRECTOR0.00$0
LINNSEY CAYA
309 EMERALD BAY DRIVELAGUNA BEACHCA92651VP/DIRECTOR0.00$0
VIVIANN TABB
309 EMERALD BAY DRIVELAGUNA BEACHCA92651TREASURER/DIREC0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$82TaxBasedOnInvestmentIncomeAmt
Total Tax$82TotalTaxAmt
Distributable Before Adj$82DistributableBeforeAdjAmt
Distributable Before Ded$82DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$122,971ExpensesAndContributionsAmt
Qualifying Distributions$122,971QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$208,710ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$150,108ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$110,843ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$101,013ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$570,674TotalExcessDistributionCyovAmt
Qualifying Distributions$122,971QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$122,971RemainingDistriFromCorpusAmt
Total Corpus$693,645TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$208,710ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$484,935ExcessDistriCyovToNextYrAmt
Excess From Year4$150,108ExcessFromYear4Amt
Excess From Year3$110,843ExcessFromYear3Amt
Excess From Year1$101,013ExcessFromYear1Amt
Excess From Current Year$122,971ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA
1505 EAST 17TH STREET SUITE 214SANTA ANACA92705NONEPCHEALTH, EDUCATION, OR WELFARE$21,096
THE CHILDREN'S SCHOOL
3400 MICHAELSON DR SUITE 200IRVINECA92612NONEPCHEALTH, EDUCATION, OR WELFARE$1,439
AOCDS OC DEPUTY SHERIFFS
1600 N MAIN STSANTA ANACA92701NONEPCHEALTH, EDUCATION, OR WELFARE$4,000
THOMAS HOUSE
12601 MORINGSIDE AVE 6GARDEN GROVECA92843NONEPCHEALTH, EDUCATION, OR WELFARE$10,000
REDLANDS UNIVERSITY
1200 E COLTON AVEREDLANDSCA92374NONEPCHEALTH, EDUCATION, OR WELFARE$20,000
TUFTS UNIVERSITY
419 Boston AveMedfordMA02155NONEPCHEALTH, EDUCATIONS, OR WELLNESS$24,902
WITH MY OWN TWO HANDS
1278 GLENNEYRE ST 433LAGUNA BEACHCA92651NONEPCHEALTH, EDUCATION, OR WELLNESS$2,083
MATER DEI HIGH SCHOOL
1202 W EDINGER AVESANTA ANACA92707NONEPCHEALTH, EDUCATION, OR WELLNESS$10,000
THE CRAIG SCHOOL
3400 MICHAELSON DRIRVINECA92612NONEPCHEALTH, EDUCATION, OR WELLNESS$15,000
JUVENILE DIABETES RESEARCH FOUNDATI
200 VESEY ST 28TH FLOORNEW YORKNY10281NONEPCHEALTH, EDUCATION, OR WELLNESS$8,010
SALEM LUTHERAN SCHOOL
6500 E SANTIAGO CYN RDORANGECA92869NONEPCHEALTH, EDUCATION, OR WELLNESS$6,441
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$122,971TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$270ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,812ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,963ExclusionAmt
Related Or Exempt Function Incm$6,820RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,119ExclusionAmt
Related Or Exempt Function Incm$6,820RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,939TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,335Amt
Net Investment Income$3,335NetInvestmentIncomeAmt
Adjusted Net Income$3,335AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ADMINISTRATIVE FEES$243$243$243
INVESTMENT FEES$2,271$2,271$2,271

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FEDERAL TAXES$164$164$164
STATE TAXES$25$25$25

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