DEMPSEY FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DEMPSEY FAMILY FOUNDATION (EIN 77-0529252)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-02-26
IRS object ID
202440579349100319
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)
Return2024-02-26T14:38:38-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1635 CAMPBELL TECHNOLOGY PARKWAYAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950085071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770529252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DEMPSEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEMPBusinessNameControlTxt
Phone6508541500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1851 BURLWAY 203AddressLine1Txt
CityBURLINGAMECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEAL DEMPSEY IIIPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6508541500PhoneNum
Signature2024-02-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNEALPersonFirstNm
Person LastDEMPSEY IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT T MATHEWSPreparerPersonNm
PTINP01232227PTIN
Phone4085587500PhoneNum
Preparation2024-02-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$32,880FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$66DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$66TotalRevAndExpnssAmt
Total Net Invst Incm$66TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$250LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$750LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,896AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$974AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,922AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$4,896TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,224TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,672TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,767ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,767ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,663TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,224TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,439TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,597ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,964CashBOYAmt
Cash EOY$5,301CashEOYAmt
Cash EOYFMV$5,301CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,646SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,712SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,712SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,336CorporateStockBOYAmt
Corporate Stock EOY$6,336CorporateStockEOYAmt
Corporate Stock EOYFMV$25,867CorporateStockEOYFMVAmt
Total Assets BOY$20,946TotalAssetsBOYAmt
Total Assets EOY$13,349TotalAssetsEOYAmt
Total Assets EOYFMV$32,880TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$20,946NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$13,349NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$20,946TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,349TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,946TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,349TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,946TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,597ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,349SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,349TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTACY RICHIndividualWithBooksNm
Phone6508541500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1851 BURLWAY 203AddressLine1Txt
CityBURLINGAMECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NEAL DEMPSEY III
851 BURLWAY 203BURLINGAMECA94010EXECUTIVE DIRECTOR1.00$0$0$0
JANET DEMPSEY
851 BURLWAY 203BURLINGAMECA94010SECRETARY0.00$0$0$0
HEATHER DEMPSEY
851 BURLWAY 203BURLINGAMECA94010DEPUTY DIRECTOR1.00$0$0$0
SEAN DEMPSEY
851 BURLWAY 203BURLINGAMECA94010DEPUTY DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,507AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,341AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,848TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$33,848AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$508CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,340NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,667MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,667MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,667DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,667DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,667DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,439ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,439QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,667DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$123,038ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$72,384ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,693ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$220,115TotalExcessDistributionCyovAmt
Qualifying Distributions$6,439QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,667AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,772RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$224,887TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$224,887ExcessDistriCyovToNextYrAmt
Excess From Year3$123,038ExcessFromYear3Amt
Excess From Year2$72,384ExcessFromYear2Amt
Excess From Year1$24,693ExcessFromYear1Amt
Excess From Current Year$4,772ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNEAL DEMPSEY IIIContributingManagerNm
Contributing ManagerJANET DEMPSEYContributingManagerNm
Contributing ManagerHEATHER DEMPSEYContributingManagerNm
Contributing ManagerSEAN DEMPSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UPLIFT FAMILY SERVICES
251 LLEWELLYN AVENUECAMPBELLCA95008N/APCGENERAL SUPPORT$2,266
UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PARKWAYSEATTLEWA98195N/AGOVGENERAL SUPPORT$501
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,767TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$66ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,896Amt
Net Investment Income$974NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,922DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock303 SHS OF SEAGATE TECHNOLOGYStockNm
EOY Book Value$6,336EOYBookValueAmt
EOYFMV$25,867EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,000LegalFeesAmt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

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