2024-05-15T07:52:25-05:00 2023-06-30 571157523 Aprio LLP 2002 Summit Blvd NE Suite 120 Atlanta GA 30319 990 2022-07-01 943017046 The Assumption Foundation ASSU 5104333700 1100 Fulton Avenue San Leandro CA 94577 Erica Marr Treasurer 5104333700 2024-05-13 1 Erica Marr 999009999 1 Stacy Cullen P00974308 4048929651 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Erica Marr 1100 Fulton Avenue San Leandro CA 94577 194670 0 X N/A X 1984 CA To support Assumption School and the parish community. 8 8 0 8 0 0 813 628 0 0 71321 37886 0 0 72134 38514 78250 2500 0 0 0 0 0 0 0 16654 0 94904 2500 -22770 36014 940219 991070 0 0 940219 991070 To support Assumption School by providing funds for tuition assistance, school maintenance, and emergency use for disaster victims within the school and parish. 0 0 2500 2500 Disbursements in furtherance of our charitable programs will go to Assumption School for tuition assistance, school maintenance, and emergency funds for disaster victims within the school and parish. 2500 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 CA X The Organization 5104333700 1100 Fulton Avenue San Leandro CA 94577 X Allison Fargo President 1.00 X X 0 0 0 Hanne Girardi Vice President 1.00 X X 0 0 0 Erica Marr Treasurer 1.00 X X 0 0 0 Bruce Whitten Secretary 1.00 X X 0 0 0 Michelle Anderson Board Member 1.00 X 0 0 0 Allison Wood Board Member 1.00 X 0 0 0 George Brandt Board Member 1.00 X 0 0 0 Michael Pretto Board Member 1.00 X 0 0 0 0 0 0 0 0 0 0 0 628 628 46587 46587 147455 156156 -8701 -8701 -8701 38514 0 0 37886 2500 2500 2500 2500 0 0 14182 22848 926037 968222 940219 991070 0 0 X 940219 991070 940219 991070 940219 991070 36014 14837 0 X 0 0 0 X X 1 Assumption School 943017046 2 1 2500 0 1 2500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 1 1 Part IV, Section D, Line 2: The foundation maintains a close and continuous relationship with Assumption School through various interactions with the school's principal, teachers, and school board members. The principal and school board representative attend foundation meetings and provide updates on school activities, financial standing, and needs. Part IV, Section D, Line 3: The input received enables the foundation board to determine the amount of grants each year. In turn, this impacts the investment decisions as the foundation balances current needs with the desire to provide sustained support. Part IV, Section E, Line 2a: The foundation's activities further those of Assumption School by providing needed funding to supplement the school's budget. Assumption Foundation is responsive to specific and general requests for tuition, aid, scholarships, or program needs. Part IV, Section E, Line 2b: The foundation serves an important role in raising and managing funds for the benefit of Assumption School. Without this support, the school would need to conduct additional fundraising activities. Stewardship responsibilities would also need to be undertaken by school staff. The foundation provides dedicated resources and volunteers for these efforts. Form 990, Part VI, Section A, line 2 Allison Fargo and George Brandt have a family relationship. Form 990, Part VI, Section B, line 11b The returns are reviewed by officers prior to filing. Form 990, Part VI, Section C, line 19 The organization's governing documents can be made available for review upon request.