2024-06-25T11:46:35-07:00 2023-12-31 262469728 AFFLUENT FINANCIAL SERVICES LLC 11806 KIGGER JACK LANE CLARKSBURG MD 20871 990 2023-01-01 820586030 THE COLLEGE SAVINGS FOUNDATION COLL 2404046472 1300 PICARD DRIVE ROCKVILLE MD 20850 JENNIFER DISANZA EXECUTIVE DIRECTOR 2404046472 2024-04-18 true JENNIFER DISANZA true AJIT CHAWLA P01709028 3019218585 2024-06-25 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X CSF JENNIFE DISANZA 1300 PICARD DRIVE ROCKVILLE MD 20850 505540 false X www.collegesavingsfoundation.org X 2003 MD The College Savings Foundation has the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial service industry executives in support of education savings programs. 17 17 0 75 0 0 0 372500 494408 1475 11132 0 373975 505540 0 0 120000 133017 0 0 282566 348368 402566 481385 -28591 24155 370666 345883 167564 118626 203102 227257 The College Savings Foundation has the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial service industry executives in support of education savings programs. false false CSF serves the education savings industry as a central repository of information and an expert resource for its members and for representatives of state and federal government, institutions of higher education and other related Foundations and associations. Primary focus of CSF is building public awareness of and providing public policy support for IRS code 529 plans. false false false true false false false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false false false false false false false false true 6 0 true 0 false false false false false false X 17 17 false true false false false false false true true false false true false false false false false false MD DC X JENNIFER DISANZA 2404046472 1300 PICARD DRIVE ROCKVILLE MD 20850 LINDA GREEN DIRECTOR 1.00 X 0 0 0 RICH POLIMENI DIRECTOR 1.00 X X 0 0 0 JOHN PARK TREASURER 1.00 X X 0 0 0 EVAN MAYHEW DIRECTOR 1.00 X 0 0 0 ANTHONY DURKAN DIRECTOR 1.00 X 0 0 0 KEVIN JOHNSTON DIRECTOR 1.00 X 0 0 0 CHRIS WERNER DIRECTOR 1.00 X 0 0 0 SANDRA PALMER DIRECTOR 1.00 X 0 0 0 SARA ISMART DIRECTOR 1.00 X 0 0 0 VIVIAN TSAI CHAIR EMERITI 1.00 X 0 0 0 REAGAN ANDERSON DIRECTOR 1.00 X 0 0 0 STEPHEN JOBE DIRECTOR 1.00 X 0 0 0 JENNIFER DISANZA EXCEUTIVE DIRECTOR 25.00 X X 39875 0 0 KATHY HAMOR EXECUTIVE DIRECTOR 25.00 X X 88000 0 0 DEBORAH SMITH VICE-CHAIR 1.00 X X 0 0 0 CHRIS MCGEE CHAIR 1.00 X X 0 0 0 ROB PERCIVAL DIRECTOR 1.00 X 0 0 0 PAULA SMITH DIRECTOR 1.00 X 0 0 0 TRACY ZIEGLER SECRETARY 1.00 X 0 0 0 127875 0 0 false false false DAVIS & HARMAN LLP 1455 PENNAVE NW SUITE 1200 WASHINGTON DC DC 20004 LEGAL RETAINER FEE 180000 1 MEMBERSHIP DUES 900099 364958 0 0 CONFERENCES 900099 129450 0 0 494408 11132 0 0 505540 505540 0 0 133017 0 133017 0 11391 0 11391 0 183224 180000 3224 0 48860 48000 860 0 175 0 175 0 5052 5052 0 0 70244 70244 0 0 2610 0 2610 0 Bank and credit card fee 1033 0 1033 0 Miscellaneous 958 0 958 0 Special Projects 24821 24821 0 0 481385 328117 153268 0 315582 329044 55084 16839 370666 345883 41314 48626 126250 70000 167564 118626 X 203102 227257 203102 227257 370666 345883 24155 X false true X true false false false false 364958 14895 14895 182479 0 505540 505540 505540 481385 481385 481385 KATHY HAMOR Owner, Capital Concepts Consulting 88000 Provides Association Management Services false KATHY HAMOR Owner, Capital Concepts Consulting 19918 Other operating expenses reimbursed false JENNIFER DISANZA Employee, MSP 39875 Provides Association Management Services false JENNIFER DISANZA Employee, MSP 4663 Other operating expenses reimbursed false Pt VI, Line 3 A Management Company is engaged and responsible for the administration and operations of CSF. It also serves a role of coordination and oversight of various aspects of CSF, which includes oversight of other organizations that CSF engages to provide specific functions such as financial capabilities, legal and legislative, as well as media services. Also, as per By-laws of CSF, the Executive director's (management company) role is defined as:"The Board of Directors may employ an Executive Director to be responsible for carrying out policy as set by the Board of Directors for conducting the daily affairs of the Foundation and for the employment and supervision of all other paid Foundation's personnel.The Executive Director, by virtue of his/her position, shall be a non-voting member of the Board of Directors". Pt VI, Line 6 The members of CSF include Investment managers, Government bodies, Law firms, Accounting and Consulting firms, and non-profit agencies that participate in the sponsorship or administration of 529 College Savings Plans. Pt VI, Line 11b Form 990 is reviewed by the Treasurer and Executive Director and shared with other Board of Directors before filing with IRS. Pt VI, Line 4 By-laws added broker dealer and investment firms in the description for the Sustaining level of membership. Pt VI, Line 19 Upon request, policy documents and tax returns are shared with public.