THELMA DOELGER TR FOR ANIMALS: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THELMA DOELGER TR FOR ANIMALS (EIN 94-3318485)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-03
- IRS object ID
- 202402779349100020
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-03T15:10:16-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aprio LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Post Street Suite 200 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943318485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thelma Doelger Trust for Animals | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEL | BusinessNameControlTxt |
| Phone | 5104650900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 Oak Street Suite 318 | AddressLine1Txt |
| City | Alameda | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul M Gordon | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5104650900 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacy Cullen | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 4157774488 | PhoneNum |
| Preparation | 2024-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,128,875 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $247,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $247,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $570,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,132 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $563,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $563,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,286 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,286 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $270 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $270 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,664 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,487 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,177 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,700 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,933 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $575,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $558,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $546,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $540,425 | CashBOYAmt |
| Cash EOY | $674,168 | CashEOYAmt |
| Cash EOYFMV | $674,168 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,183,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,037,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,454,707 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,723,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,711,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,128,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,723,990 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,711,863 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,723,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,711,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,723,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,711,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,723,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,711,863 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,711,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index | P | 2022-06-30 | 2024-06-30 | $570,000 | $253,868 | $316,132 | $316,132 |
| P | 2022-06-30 | 2024-06-30 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,600 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,600 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,880 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.thelmadoelgertrustforanimals.org | WebsiteAddressTxt |
| Individual With Books | Paul M Gordon | IndividualWithBooksNm |
| Phone | 5104650900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 Oak Street Suite 318 | AddressLine1Txt |
| City | Alameda | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Paul M Gordon | ||||||||
| 1516 Oak Street Suite 318 | Alameda | CA | 94501 | Trustee | 4.00 | $30,000 | $0 | $0 |
| Margaret K Burks | ||||||||
| 1516 Oak Street Suite 318 | Alameda | CA | 94501 | Trustee | 4.00 | $30,000 | $0 | $0 |
| Katherine Doelger | ||||||||
| 1516 Oak Street Suite 318 | Alameda | CA | 94501 | Trustee | 4.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,124,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $417,423 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,542,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,542,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,383,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $519,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $519,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,600 | TotalTaxAmt |
| Distributable Before Adj | $511,597 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $511,597 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $511,597 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $558,933 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $558,933 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $511,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $459,416 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $558,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $459,416 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $412,080 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Paul M Gordon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 Oak Street Suite 318 | AddressLine1Txt |
| City | Alameda | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5104650900 | RecipientPhoneNum |
| Form And Info And Materials | See information regarding grant application at the following links: http://thelmadoelgertrustforanimals.org/TDTAgrantapp2016.pdf | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | To or for the use or other benefit of such charitable organizations which are dedicated to the care and maintenance of animals and/or the prevention of cruelty to animals, and which are operating within the State of California and subject to the jurisdiction of the attorney general of the State of California. Grantees must be tax-exempt organizations under the IRC Section 501(c)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Animal Legal Defense Fund | |||||||
| 525 East Cotati Ave | Cotati | CA | 94931 | None | PC | For Roadside Zoo Litigation | $20,000 |
| Cat Town | |||||||
| 2863 Broadway | Oakland | CA | 94611 | None | PC | General support | $30,000 |
| Contra Costa Humane Society | |||||||
| 171 Mayhew Way Suite 101 | Pleasant Hill | CA | 94523 | None | PC | General support | $10,000 |
| Earth Island Institute | |||||||
| 2150 Allston Way Suite 460 | Berkeley | CA | 94704 | None | PC | For Raptors Are The Solution project | $15,000 |
| East Bay SPCA | |||||||
| 8323 Baldwin Street | Oakland | CA | 94621 | None | PC | General support | $15,000 |
| Gold Country Wildlife Rescue | |||||||
| PO Box 4162 | Auburn | CA | 95604 | None | PC | General support | $25,000 |
| Humane Society of Truckee-Tahoe | |||||||
| 10961 Stevens Lane | Truckee | CA | 96161 | None | PC | General support | $25,000 |
| International Bird Rescue | |||||||
| 4369 Cordelia Rd | Fairfield | CA | 94534 | None | PC | General support | $25,000 |
| Lindsay Wildlife Experience | |||||||
| 1931 First Avenue | Walnut Creek | CA | 94597 | None | PC | General support | $20,000 |
| Marine Mammal Center | |||||||
| 2000 Bunker Road Fort Cronkhite | Sausalito | CA | 94965 | None | PC | General support | $50,000 |
| Tri County Wildlife Care | |||||||
| PO Box 367 | Jackson | CA | 95642 | None | PC | General support | $40,000 |
| Vets in Vans | |||||||
| 4200 Fruitvale Ave | Oakland | CA | 94602 | None | PC | General support | $25,000 |
| Town Cats of Morgan Hill | |||||||
| PO Box 1828 | Morgan Hill | CA | 95038 | None | PC | General support | $5,000 |
| Bird Rescue Center | |||||||
| PO Box 475 | Santa Rosa | CA | 95402 | None | PC | General support | $27,000 |
| Placer SPCA | |||||||
| 200 Tahoe Avenue | Roseville | CA | 95678 | None | PC | General support | $25,000 |
| International Bird Rescue | |||||||
| 4369 Cordelia Road | Fairfield | CA | 94534 | None | PC | Emergency grant for brown pelican crisis | $30,000 |
| Nine Lives Foundation | |||||||
| 3137 Jefferson Avenue | Redwood City | CA | 94062 | None | PC | General support | $10,000 |
| Jelly's Place | |||||||
| 2905 San Pablo Dam Rd | San Pablo | CA | 94803 | None | PC | General support | $5,000 |
| International Bird Rescue | |||||||
| 4369 Cordelia Road | Fairfield | CA | 94534 | None | PC | General support | $25,000 |
| Dwight Center for Conservation Science at Pepperwood | |||||||
| 2130 Pepperwood Preserve Road | Santa Rosa | CA | 95404 | None | PC | General support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $442,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,132 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Related Or Exempt Function Incm | $56 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $563,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $56 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $563,343 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | Other revenue consists of refunds and rebates received in the normal course of our activities. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $8,100 | Amt |
| Net Investment Income | $4,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $7,037,695 | EOYBookValueAmt |
| EOYFMV | $10,454,707 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $2,069 | $0 | $2,069 |
| Postage and Delivery | $380 | $0 | $380 |
| Office Supplies | $80 | $0 | $80 |
| Filing and Other Fees | $613 | $0 | $613 |
| Telephone & Computer expenses | $1,932 | $0 | $1,932 |
| Membership Dues | $1,250 | $0 | $1,250 |
| Late Fee | $25 | $0 | $25 |
| Meals and Entertainment | $101 | $0 | $101 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $56 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $56 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Attorney Fees | CategoryTxt |
| Amt | $270 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $270 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $4,177 | $0 | $4,177 |
| Federal Taxes | $3,487 | $3,487 | $0 |
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