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THE BLACK DOG PRIVATE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE BLACK DOG PRIVATE FOUNDATION INC (EIN 20-1266221)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-13
IRS object ID
202420739349101102
Schema version
2023v4.0
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)
Return2024-03-13T09:15:03-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201266221EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Black Dog Private Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBLACBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MAHONEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-03-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastMAHONEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,059,602FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,132,451ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$48,018InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48,018InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$89,255DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,255DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$113,772NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$348,403GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$310,178CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,383,496TotalRevAndExpnssAmt
Total Net Invst Incm$447,451TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,763OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,763OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$54InterestRevAndExpnssAmt
Interest Net Invst Incm$54InterestNetInvstIncmAmt
Taxes Rev And Expnss$5,925TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$18,446OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$18,446OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,188TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,817TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,446TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$708,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$708,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$736,188TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,817TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$726,446TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$647,308ExcessRevenueOverExpensesAmt
Net Investment Income$443,634NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,577,492SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$256,477SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$256,477SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,589,017CorporateStockBOYAmt
Corporate Stock EOY$3,557,340CorporateStockEOYAmt
Corporate Stock EOYFMV$3,803,125CorporateStockEOYFMVAmt
Total Assets BOY$3,166,509TotalAssetsBOYAmt
Total Assets EOY$3,813,817TotalAssetsEOYAmt
Total Assets EOYFMV$4,059,602TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,166,509RetainedEarningBOYAmt
Retained Earning EOY$3,813,817RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,166,509TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,813,817TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,166,509TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,813,817TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,166,509TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$647,308ExcessRevenueOverExpensesAmt
Subtotal$3,813,817SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,813,817TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$348,403GrossSalesPriceAmt
Cost Or Other Basis$38,225CostOrOtherBasisAmt
Gain Or Loss$310,178GainOrLossAmt
Gains Minus Excess Or Losses$310,178GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$310,178CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,167InvestmentIncomeExciseTaxAmt
Subtotal$6,167SubtotalAmt
Tax Based On Investment Income$6,167TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$5,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$767TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Winnifred Ellis
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
David L Mahoney
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,576,344AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,086,945AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,663,289TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,663,289AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,949CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,608,340NetVlNoncharitableAssetsAmt
Minimum Investment Return$180,417MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$180,417MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,167TaxBasedOnInvestmentIncomeAmt
Total Tax$6,167TotalTaxAmt
Distributable Before Adj$174,250DistributableBeforeAdjAmt
Distributable Before Ded$174,250DistributableBeforeDedAmt
Distributable As Adjusted$174,250DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$726,446ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$726,446QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$174,250DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$307,721ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$161,191ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$272,755ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,073ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$835,670ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,604,410TotalExcessDistributionCyovAmt
Qualifying Distributions$726,446QualifyingDistributionsAmt
Applied To Current Year$174,250AppliedToCurrentYearAmt
Remaining Distri From Corpus$552,196RemainingDistriFromCorpusAmt
Total Corpus$2,156,606TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$307,721ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,848,885ExcessDistriCyovToNextYrAmt
Excess From Year4$161,191ExcessFromYear4Amt
Excess From Year3$272,755ExcessFromYear3Amt
Excess From Year2$27,073ExcessFromYear2Amt
Excess From Year1$835,670ExcessFromYear1Amt
Excess From Current Year$552,196ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDavid L MahoneyContributingManagerNm
Contributing ManagerWinnifred EllisContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 DEGREES
1401 LOS GAMOS DR STE 205SAN RAFAELCA94903N/APCGeneral & Unrestricted$5,000
AMERICAN CONSERVATORY THEATRE FOUNDATION
415 GEARY STSAN FRANCISCOCA94102N/APCGeneral & Unrestricted$5,000
AMERICAN INDEPENDENT FOUNDATION
800 MAINE AVE SWWASHINGTONDC20024N/APCAmerican Independent Radio Program$200,000
BARTH SYNDROME FOUNDATION INC
PO BOX 419264BOSTONMA02241N/APCWill McCurdy Fund$2,500
BERRY CENTER INC
PO BOX 582NEW CASTLEKY40050N/APCGeneral & Unrestricted$10,000
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STSAN FRANCISCOCA94102N/APCGeneral & Unrestricted$5,000
CATCHLIGHT
1150 25TH ST 120SAN FRANCISCOCA94107N/APCGeneral & Unrestricted$5,000
DIGNITYMOVES
2406 BUSH STSAN FRANCISCOCA94115N/APCGeneral & Unrestricted$5,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED
PO BOX 98051WASHINGTONDC20077N/APCGeneral & Unrestricted$10,000
FOR-SITE FOUNDATION
2 MARINA BLVD BDLG C STE 255SAN FRANCISCOCA94123N/APCGeneral & Unrestricted$1,000
GEYSERVILLE VOLUNTEER FIREFIGHTERS ASSOCIATION INC
PO BOX 1042GEYSERVILLECA95441N/APCGeneral & Unrestricted$1,000
GIVEDIRECTLY INC
CHURCH STREET STA PO BOX 3221NEW YORKNY10008N/APCGeneral & Unrestricted$2,500
HAWAII COMMUNITY FOUNDATION
827 FORT ST MALLHONOLULUHI96813N/APCMaui Strong Fund$5,000
HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY
111 MONTE VISTA DR STE AHEALDSBURGCA95448N/APCGeneral & Unrestricted$2,500
KERN PROJECT
518 TAMALPAIS DRIVE STE STE BCORTE MADERACA94925N/APCGeneral & Unrestricted$6,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$25,000
LEARNUP CENTERS
2325 PINE STSAN FRANCISCOCA94115N/APCGeneral & Unrestricted$7,500
MEALS ON WHEELS OF SAN FRANCISCO INC
2142 JERROLD AVESAN FRANCISCOCA94124N/APCGeneral & Unrestricted$2,500
MERCY CORPS
PO BOX 37800BOONEIA50037N/APCGeneral & Unrestricted$15,000
NARAL PRO-CHOICE AMERICA FOUNDATION- REPRODUCTIVE
1725 EYE ST NW SUITE 900WASHINGTONDC20006N/APCGeneral & Unrestricted$5,000
OCEANIC PRESERVATION SOCIETY
336 BON AIR CENTER 384GREENBRAECA94904N/APCfor the Shechange fillm$1,500
OUTWARD BOUND CALIFORNIA
PO BOX 29632SAN FRANCISCOCA94129N/APCAnnual Board Gift$50,000
SAN FRANCISCO FILM SOCIETY
455 9TH STSAN FRANCISCOCA94103N/APCGeneral & Unrestricted$2,500
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107N/APCGeneral & Unrestricted$2,500
SAN FRANCISCO MUSEUM OF MODERN ART
151 3RD STSAN FRANCISCOCA94103N/APCfor the Photography Accessions Committee, Unrestricted Giving, and the Art of Today Annual Exhibition Fund$112,500
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIO
PO BOX 20466STANFORDCA94309N/APCfor the Morris Hirshfield exhibition at the Cantor Arts Center$5,000
THE PHILANTHROPY WORKSHOP INC
110 E 25TH STNEW YORKNY10010N/APCGeneral & Unrestricted$12,000
TRUSTEES OF MOUNT HOLYOKE COLLEGE
50 COLLEGE STSOUTH HADLEYMA01075N/APCMount Holyoke Art Museum$1,500
VOTER REGISTRATION PROJECT
PO BOX 33436WASHINGTONDC20033N/APCEverybody Votes Campaign$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$708,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,018ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,255ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$113,772ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$251,045ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$251,045TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonD L Mahoney W C Ellis 1998 FamiContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1DL Mahoney 121 Jordan AvenueAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,132,451TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyCORCEPT THERAPEUTICS INC CORT, 34850 sh.NoncashPropertyDesc
Fair Market Value$1,132,451FairMarketValueAmt
Received2023-08-29ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ASPIRIANT DEFENSIVE ALLOCATION$445,283$448,676
ASPIRIANT RISK MANAGED GLOBAL$481,751$556,803
ASPIRIANT RISK-MANAGED TAXABLE$360,500$365,574
CORCEPT THERAPEUTICS INC$1,362,289$1,498,854
DFA EMERGING MARKETS CORE EQ P$66,912$73,806
DFA EMERGING MARKETS VALUE POR$63,475$66,229
DFA INTERNATIONAL CORE EQUITY$157,472$180,746
DFA INTERNATIONAL SMALL CAP VA$76,000$83,619
DOUBLELINE TOTAL RETURN BOND$112,543$98,043
ISHARES CORE US VALUE$69,172$88,378
METROPOLITAN WEST RETURN BOND$194,231$167,499
VANGUARD DIVIDEND GROWTH FD$50,000$55,553
VANGUARD SMALL-CAP VALUE ETF$39,621$50,212
VANGUARD TOTAL BOND MARKET IND$78,091$69,133

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$18,421$18,421
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,763Amt
Net Investment Income$3,763NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$5,400
990-PF Excise Tax for 2022$525

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