Civic Intelligence

Ases Foundation

EIN 36-3313192 • 501(c)3 • Schaumburg, IL

Profile

The mission of the organization is to foster scientific advances and enhance the study of shoulder and elbow surgery.

1515 E Woodfield Road 345Schaumburg, IL 60173

www.ases-assn.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.06x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.14x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$8,732,414

Up $2,566,045 (+42%) from 2023

Liabilities

Up

$562,885

Up $436,692 (+346%) from 2023

Net Assets

Up

$8,169,529

Up $2,129,353 (+35%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin86th percentile

Revenue

Up

$4,101,031

Up $2,369,579 (+137%) from 2023

Expenses

Up

$2,372,340

Up $849,423 (+56%) from 2023

Net Income

Up

$1,728,691

Up $1,520,156 (+729%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $304,768Net Assets 2010: $304,7682010Assets 2014: $768,257Liabilities 2014: $2,885Net Assets 2014: $765,3722014Assets 2016: $2,217,845Liabilities 2016: $173Net Assets 2016: $2,217,6722016Assets 2017: $2,763,478Liabilities 2017: $264,816Net Assets 2017: $2,498,6622017Assets 2018: $3,561,608Liabilities 2018: $3,197Net Assets 2018: $3,558,4112018Assets 2019: $4,418,313Liabilities 2019: $145,343Net Assets 2019: $4,272,9702019Assets 2020: $4,767,522Liabilities 2020: $40,434Net Assets 2020: $4,727,0882020Assets 2021: $5,928,281Liabilities 2021: $251,854Net Assets 2021: $5,676,4272021Assets 2022: $5,579,098Liabilities 2022: $285,650Net Assets 2022: $5,293,4482022Assets 2023: $6,166,369Liabilities 2023: $126,193Net Assets 2023: $6,040,1762023Assets 2024: $8,732,414Liabilities 2024: $562,885Net Assets 2024: $8,169,5292024

Highlighted filing

2024

Assets$8,732,414
Liabilities$562,885
Net Assets$8,169,529
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2010: $78,130Expenses 2010: $4,677Net Income 2010: $73,4532010Revenue 2014: $423,477Expenses 2014: $35,296Net Income 2014: $388,1812014Revenue 2016: $1,260,120Expenses 2016: $86,752Net Income 2016: $1,173,3682016Revenue 2017: $510,332Expenses 2017: $378,971Net Income 2017: $131,3612017Revenue 2018: $1,687,734Expenses 2018: $428,029Net Income 2018: $1,259,7052018Revenue 2019: $894,801Expenses 2019: $501,543Net Income 2019: $393,2582019Revenue 2020: $762,308Expenses 2020: $537,939Net Income 2020: $224,3692020Revenue 2021: $1,238,897Expenses 2021: $568,806Net Income 2021: $670,0912021Revenue 2022: $1,911,127Expenses 2022: $1,608,264Net Income 2022: $302,8632022Revenue 2023: $1,731,452Expenses 2023: $1,522,917Net Income 2023: $208,5352023Revenue 2024: $4,101,031Expenses 2024: $2,372,340Net Income 2024: $1,728,6912024

Highlighted filing

2024

Revenue$4,101,031
Expenses$2,372,340
Net Income$1,728,691
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,732,414
Liabilities
$562,885
Net assets
$8,169,529
Revenue
$4,101,031
Expenses
$2,372,340
Net income
$1,728,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.73$0.56$8.17$4.10$2.37$1.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.17$0.13$6.04$1.73$1.52$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.58$0.29$5.29$1.91$1.61$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.25$5.68$1.24$0.57$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.04$4.73$0.76$0.54$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.15$4.27$0.89$0.50$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$1.69$0.43$1.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.26$2.50$0.51$0.38$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$1.26$0.09$1.17
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.42$0.04$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.08$0.00$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.2
Gross Receipts
$4,101,031
Mission and Program Overview

Mission

Perform and assist in carrying out charitable and educational functions and purposes of the american shoulder and elbow surgeons.

The mission of the organization is to foster scientific advances and enhance the study of shoulder and elbow surgery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,201,161$7,099,065▲ $1,897,904
Cash and Non-Interest-Bearing Accounts$897,625$1,496,637▲ $599,012
Accounts Receivable$46,667$103,400▲ $56,733
Prepaid Expenses and Deferred Charges$11,500$30,062▲ $18,562
Pledges and Grants Receivable$9,416$3,250▼ $6,166
Total Assets$6,166,369$8,732,414▲ $2,566,045
Liabilities
Accounts Payable and Accrued Expenses$126,193$506,135▲ $379,942
Deferred Revenue-$56,750-
Total Liabilities$126,193$562,885▲ $436,692
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,301,068$5,363,587▲ $2,062,519
Net Assets With Donor Restrictions$2,739,108$2,805,942▲ $66,834
Total Net Assets Fund Balance$6,040,176$8,169,529▲ $2,129,353
Total Liabilities and Net Assets / Fund Balance$6,166,369$8,732,414▲ $2,566,045

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,099,065--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$283,788-▲ $10,385-$294,173
2023$254,246-▲ $34,124-$283,788
2022$255,746---$254,246
2021$266,180---$255,746
2020$270,742-▲ $538-$266,180
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Joseph a Abboud MdChair
Peter B Macdonald MdPast President
Frances Cuomo MdTrustee
Ian R Bryam MdTrustee
Joseph Zuckerman MdTrustee
Paul M Sethi MdTrustee
Thomas W Throckmorton MdTrustee
Julie Bishop MdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,678,718
Program Service Revenue
$150,770
Investment Income
$271,333
Other Revenue
$210
All Other Contributions
$3,678,718
Change in Net Assets
$1,728,691

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$101,727
Total Noncash Contributions$101,727

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,092,260
Revenue Not Reported on Financial Statements
$8,771
Revenue Not Reported on Form 990
$400,662
Total Revenue per Audited Statements
$4,492,922
Total Revenue per Form 990
$4,101,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,233,344
Other Expenses$1,138,996
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$975,507--$975,507
Grants to Domestic Orgs$257,837--$257,837
Fees for Services Management-$250,203-$250,203
Conferences and Meetings$243,448$907-$244,355
Fees for Services Other$193,253$39,235-$232,488
Travel$147,810$412-$148,222
Other Expenses$844$33,174-$34,018
Advertising$15,812$6,387-$22,199
Information Technology-$20,475-$20,475
Fees for Services Accounting-$15,560-$15,560
Fees for Service Investment Mgmnt Fees-$8,771-$8,771
Fees for Services Legal-$1,247-$1,247
Office Expenses$67$275-$342
Total Functional Expenses$1,949,105$423,235$0$2,372,340

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,372,340
Expenses per Audited Statements$2,363,569
Total Expenses per Audited Statements$2,363,569
Expenses Not Reported on Financial Statements$8,771
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University Orthopaedic Services IncCheektowaga, NY501(c)(3)Research$52,698
Musculoskeletal-orthopedic Research and Education FoundationPhoenix, AZ501(c)(3)Research$36,428
Nth Dimensions-501(c)(3)Research$32,000
Baptist Healthcare SystemsLexington, KY501(c)(3)Research$29,551
Boston Sports and Shoulder Center Research FoundationWaltham, MA501(c)(3)Research$29,300
Regents of the University of ColoradoAurora, CO501(c)(3)Research$27,790
Cleveland Clinic FoundationIndependence, OH501(c)(3)Research$14,350
University of UtahSalt Lake City, UT501(c)(3)Research$11,027
Boca Raton Regional Hospital Foundation IncBoca Raton, FL501(c)(3)Research$7,578
Palm Beach Research and Education FoundationNorth Palm Beach, FL501(c)(3)Research$7,578
Sabesan Orthopaedics Research IncBoca Raton, FL501(c)(3)Research$5,580
Hss Florida Physicians LLCWest Palm Beach, FL170(b)(1)(a)(iii)Research$3,456
Organizational Grants Under 5000--Research$501
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management duties during the year were performed by employees of the american shoulder and elbow surgeons.”

Form 990, Part VI, Section B, Line 11B

“An independent certified public accounting firm (cpa) prepares the foundation's form 990 and submits the form to the foundation's management for review. Within the management , the form is reviewed by a certified public accountant with extensive nonprofit accounting experience. The management company submits the form to the foundation's treasurer for review. An electronic copy of the form is also provided to all voting members of the board for review. Questions and comments on the form by the treasurer and board members are directed back to the cpa and internal accountant for resolution. After all discussion points are resolved, the forms are finalized and provided to the treasurer for final review and signature.”

Form 990, Part VI, Section B, Line 12C

“Interested parties must disclose their position prior to engaging in any transaction that gives rise to conflict. The conflict is then evaluated by the executive committee.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ases Foundation
EIN
36-3313192
Phone
8476981629
Address
1515 E WOODFIELD ROAD 345, SCHAUMBURG, IL 60173

Signing Officer

Name
Julie Bishop Md
Title
Treasurer
Phone
8476981629
Signed
2025-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Bishop Md
Formed
2016
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
95

Preparer

Firm
Porte Brown LLC
Address
9014 HERITAGE PARKWAY SUITE 308, WOODRIDGE, IL 60517
Preparer
Megan Angle
Phone
7084291040
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Research and education grants”

PART X, LINE 2:

“The foundation has adopted the provision of asc topic 740, income taxes, relating to the accounting for uncertainty in income taxes. The foundation files information returns in the u.s. Federal jurisdiction, and the states of california, illinois and new york. Management is not aware of any uncertain tax positions.”

Raw XML AppendixShowing 400 of 618 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE ORGANIZATION IS TO FOSTER SCIENTIFIC ADVANCES AND ENHANCE THE STUDY OF SHOULDER AND ELBOW SURGERY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06387
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO FOSTER SCIENTIFIC ADVANCES AND ENHANCE THE STUDY OF SHOULDER AND ELBOW SURGERY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06040176
IRS990/NetAssetsOrFundBalancesEOYAmt08169529
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0400662
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03301068
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05363587
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0101727
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0275
IRS990/OfficeExpensesGrp/ProgramServicesAmt067
IRS990/OfficeExpensesGrp/TotalAmt0342
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0IN KIND AUCTION ITEMS
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2FEES, BANKING AND PROCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046589
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt133174
IRS990/OtherExpensesGrp/ProgramServicesAmt0101727
IRS990/OtherExpensesGrp/ProgramServicesAmt112800
IRS990/OtherExpensesGrp/ProgramServicesAmt2844
IRS990/OtherExpensesGrp/TotalAmt0101727
IRS990/OtherExpensesGrp/TotalAmt159389
IRS990/OtherExpensesGrp/TotalAmt234018
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0210
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0210
IRS990/OtherRevenueTotalAmt0210
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt09416
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03250
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030062
IRS990/PrincipalOfficerNm0JULIE BISHOP MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION/ REGISTRATIO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0150770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0150770
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01459211
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01037874
IRS990/PYInvestmentIncomeAmt0171255
IRS990/PYOtherExpensesAmt0485043
IRS990/PYOtherRevenueAmt05071
IRS990/PYProgramServiceRevenueAmt095915
IRS990/PYRevenuesLessExpensesAmt0208535
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01522917
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01731452
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01728691
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0150980
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EXAMINED IRS DETERMINATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SHARED BOARD MEMBER, ALL SUPPORT FOR RESEARCH AND EDUCATIONAL PURPOSES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0411474626
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01250009
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN SHOULDER & ELBOW SURGEONS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01250009
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0283788
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0294173
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0254246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0283788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0255746
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0254246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02721
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0266180
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0255746
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt07713
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0270742
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0266180
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-5100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0538
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08771
IRS990ScheduleD/ExpensesSubtotalAmt02363569
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08771
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08771
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0400662
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07099065
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0400662
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08771
IRS990ScheduleD/RevenueSubtotalAmt04092260
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RESEARCH AND EDUCATION GRANTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS ADOPTED THE PROVISION OF ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATES OF CALIFORNIA, ILLINOIS AND NEW YORK. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt07099065
IRS990ScheduleD/TotalExpensesPerForm990Amt02372340
IRS990ScheduleD/TotalRevenuePerForm990Amt04101031
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04492922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02363569
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt040226
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt130000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2830880
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt39250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt465151
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MY MOBILITY STUDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1CANDIDATE RESEARCH GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2FELLOWSHIP EDUCATION GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3INDIVIDUAL GRANTS UNDER $5,000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt45070-30F
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt227
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt30
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt43
IRS990ScheduleI/RecipientTable/CashGrantAmt014350
IRS990ScheduleI/RecipientTable/CashGrantAmt13456
IRS990ScheduleI/RecipientTable/CashGrantAmt25580
IRS990ScheduleI/RecipientTable/CashGrantAmt37578
IRS990ScheduleI/RecipientTable/CashGrantAmt47578
IRS990ScheduleI/RecipientTable/CashGrantAmt511027
IRS990ScheduleI/RecipientTable/CashGrantAmt636428
IRS990ScheduleI/RecipientTable/CashGrantAmt752698
IRS990ScheduleI/RecipientTable/CashGrantAmt827790
IRS990ScheduleI/RecipientTable/CashGrantAmt929300
IRS990ScheduleI/RecipientTable/CashGrantAmt1029551
IRS990ScheduleI/RecipientTable/CashGrantAmt1132000
IRS990ScheduleI/RecipientTable/CashGrantAmt12501
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(B)(1)(A)(III)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH

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