THE GORDON AND RUTH DOUGHTERY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE GORDON AND RUTH DOUGHTERY FOUNDATION (EIN 95-4642848)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202421309349103057
Schema version
2023v5.0
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)
Return2024-05-09T15:09:55-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12050 MAIN ST STE 1300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954642848EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GORDON AND RUTH DOUGHERTY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone5624241621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRAIG DOUGHERTYPersonNm
Person TitleTRUSTEE/PRESIDENTPersonTitleTxt
Phone5624241621PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCRAIGPersonFirstNm
Person LastDOUGHERTYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN H WIEST CPAPreparerPersonNm
PTINP00286656PTIN
Phone9498529433PhoneNum
Preparation2024-05-07PreparationDt

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$2,032,415FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$103,034ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$39,566DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,566DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$124,541NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$648,476GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$191,978CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,059TotalRevAndExpnssAmt
Total Net Invst Incm$231,544TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,150AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,383OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,383OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,146TaxesRevAndExpnssAmt
Taxes Net Invst Incm$809TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,779TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,342TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,610ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,610ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,389TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,342TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,710TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,330ExcessRevenueOverExpensesAmt
Net Investment Income$221,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,001CashBOYAmt
Cash EOY$7,804CashEOYAmt
Cash EOYFMV$7,804CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,778SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,477SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,477SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,245,064CorporateStockBOYAmt
Corporate Stock EOY$1,113,953CorporateStockEOYAmt
Corporate Stock EOYFMV$1,570,757CorporateStockEOYFMVAmt
Other Investments BOY$331,783OtherInvestmentsBOYAmt
Other Investments EOY$388,755OtherInvestmentsEOYAmt
Other Investments EOYFMV$438,377OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,602,626TotalAssetsBOYAmt
Total Assets EOY$1,525,989TotalAssetsEOYAmt
Total Assets EOYFMV$2,032,415TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,602,626RetainedEarningBOYAmt
Retained Earning EOY$1,525,989RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,602,626TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,525,989TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,602,626TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,525,989TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,602,626TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,330ExcessRevenueOverExpensesAmt
Other Increases$1,693OtherIncreasesAmt
Subtotal$1,525,989SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,525,989TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$191,093$3,301$187,792$187,792
PUBLICLY TRADED SECURITIES$454,711$453,197$1,514$1,514
CAPITAL GAINS DIVIDENDS$2,672$2,672$2,672P
FieldValueIRS element (for citing)
Capital Gain Net Income$191,978CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,075InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,075SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,075TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$70EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$70TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,005TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5624241621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CRAIG DOUGHERTY
PO BOX 7277LONG BEACHCA90807TRUSTEE/PRESIDENT0.50$0$0$0
EVAN J DOUGHERTY
221 RIDGE ROADPISMO BEACHCA93449TRUSTEE0.50$0$0$0
JAYNE E LASTUSKY
6308 E 5TH STREETLONG BEACHCA90803TRUSTEE/SECRETARY/TREASURER0.50$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$1,773,361AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,415AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,805,776TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,805,776AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,087CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,778,689NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,934MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,934MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,075TaxBasedOnInvestmentIncomeAmt
Total Tax$3,075TotalTaxAmt
Distributable Before Adj$85,859DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,859DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$85,859DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,710ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$85,710QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,859DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,468ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,138ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,396ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$74,002TotalExcessDistributionCyovAmt
Qualifying Distributions$85,710QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$85,710AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$149ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$149ExcessDistributionCyovAppCYAmt
Total Corpus$73,853TotalCorpusAmt
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$11,319ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$62,534ExcessDistriCyovToNextYrAmt
Excess From Year4$9,138ExcessFromYear4Amt
Excess From Year3$53,396ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCRAIG DOUGHERTYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE GORDON RUTH DOUGHTERY FOUNDATIORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5624241621RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONE SPECIFIEDSubmissionDeadlinesTxt
Restrictions On AwardsNONE SPECIFIEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF LONG BEACH
3635 LONG BEACH BLVDLONG BEACHCA90807PC2023 YOUTH OF THE YEAR AWARDS$2,500
GRAND VISION FOUNDATION
434 WEST 6TH STREETSAN PEDROCA90731PCGATHERING FOR THE GRAND$2,500
LONG BEACH LIBRARY FOUNDATION
101 PACIFIC AVENUELONG BEACHCA90802PCGENERAL SUPPORT$2,500
LONG BEACH ROTARY CHARITABLE FOUNDATION
400 OCEANGATE SUITE 470LONG BEACHCA90802PCREADING BY "9"$2,500
LONG BEACH ROTARY SCHOLARSHIP FOUNDATION
400 OCEANGATE STE 470LONG BEACHCA90802PCGENERAL SUPPORT$1,000
MEMORIAL MEDICAL CENTER
1700 COFFEE RDMODESTOCA95355PCDANCING WITH OUR STARS$3,000
PENINSULA BEACH PERSERVATION GROUP DBA PENINSULA NEIGHBORHOOD ASSOCIATION
PO BOX 3535LONG BEACHCA90803PCGENERAL SUPPORT$5,000
RONALD MCDONALD HOUSE
500 E 27TH STLONG BEACHCA90806PCGENERAL SUPPORT$14,000
YMCA OF GREATER LONG BEACH
3605 LONG BEACH BLVD SUITE 210LONG BEACHCA90807PCGOOD FRIDAY BREAKFAST$3,500
PBS SOCAL
PO BOX 6009WHITTIERCA90607PCGENERAL SUPPORT$3,600
ACTION SPORTS KIDS FOUNDATION
PO BOX 18992LONG BEACHCA90807PCBIG BANG ON THE BAY$2,000
LONG BEACH MEDICAL CENTER FOUNDATION
2801 ATLANTIC AVELONG BEACHCA90806PCLONG BEACH CANCER LEAGUE$2,500
LONG BEACH COMMUNITY FOUNDATION
400 OCEANGATE AVE STE 800LONG BEACHCA90802PCKIDS TO CAMP CAMPAIGN$25,000
TICHENOR ORTHOPEDIC CLINIC FOR CHILDREN
1660 TERMINO AVELONG BEACHCA90804PCGENERAL SUPPORT$5,000
LONG BEACH CAMERATA SINGERS
PO BOX 90511LONG BEACHCA90809PCGENERAL SUPPORT$2,500
LONG BEACH MUSEUM OF ART FOUNDATION
2300 E OCEAN BLVDLONG BEACHCA90803PCGENERAL SUPPORT$5,000
LONG BEACH CITY COLLEGE FOUNDATION
4900 EAST CONANT STREETLONG BEACHCA90808PCGENERAL SUPPORT$1,000
BOYS & GIRLS CLUB OF LONG BEACH
3635 LONG BEACH BLVDLONG BEACHCA90807PCGENERAL SUPPORT$2,510
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,610TotalGrantOrContriPdDurYrAmt
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$39,566ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$124,541ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$84,975ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$84,975TotalIncomeProducingActyAmt

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

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 PersonCRAIG DOUGHERTYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
FieldValueIRS element (for citing)
Total Contributions$103,034TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property525 SH OF APPLE INC (AAPL)NoncashPropertyDesc
Fair Market Value$103,034FairMarketValueAmt
Received2023-12-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,150Amt
Net Investment Income$3,150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY - COMMON STOCK$673,032$1,119,219
FIDELITY - EXCHANGE TRADED PRODUCTS$440,921$451,538

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$388,755BookValueAmt
EOYFMV$438,377EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCALIFORNIA ATTORNEY GENERALDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$1,693Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY ACCOUNT FEESCategoryTxt
Amt$6,383Amt
Net Investment Income$6,383NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD ON DIVIDENDS$809$809$0
FEDERAL EXCISE TAX$337$0$0

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