BETA

THE BLACK DOG PRIVATE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE BLACK DOG PRIVATE FOUNDATION INC (EIN 20-1266221)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202321229349101632
Schema version
2022v5.0
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)
Return2023-05-02T13:24:51-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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 l maloneyPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person Firstdavid lPersonFirstNm
Person LastmaloneyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,170,953FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$433,287ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11,823InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,823InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,201DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,201DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,889NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$97,068GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,889CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$474,200TotalRevAndExpnssAmt
Total Net Invst Incm$40,913TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,144OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,144OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$3InterestRevAndExpnssAmt
Interest Net Invst Incm$3InterestNetInvstIncmAmt
Taxes Rev And Expnss$8,999TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$18,488OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$18,488OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,634TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,147TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,488TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$974,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$974,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,004,634TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,147TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$992,488TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$530,434ExcessRevenueOverExpensesAmt
Net Investment Income$37,766NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,583,035SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,577,492SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,577,492SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,113,908CorporateStockBOYAmt
Corporate Stock EOY$1,589,017CorporateStockEOYAmt
Corporate Stock EOYFMV$1,593,461CorporateStockEOYFMVAmt
Total Assets BOY$3,696,943TotalAssetsBOYAmt
Total Assets EOY$3,166,509TotalAssetsEOYAmt
Total Assets EOYFMV$3,170,953TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,696,943RetainedEarningBOYAmt
Retained Earning EOY$3,166,509RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,696,943TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,166,509TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,696,943TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,166,509TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,696,943TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$530,434ExcessRevenueOverExpensesAmt
Subtotal$3,166,509SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,166,509TotNetAstOrFundBalancesEOYAmt

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$97,068GrossSalesPriceAmt
Cost Or Other Basis$92,179CostOrOtherBasisAmt
Gain Or Loss$4,889GainOrLossAmt
Gains Minus Excess Or Losses$4,889GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,889CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$525InvestmentIncomeExciseTaxAmt
Subtotal$525SubtotalAmt
Tax Based On Investment Income$525TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$525TaxDueAmt

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 EtcYes (true)OrganizationDissolvedEtcInd
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$1,234,857AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,959,928AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,194,785TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,194,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,922CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,146,863NetVlNoncharitableAssetsAmt
Minimum Investment Return$157,343MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$157,343MinimumInvestmentReturnAmt
Tax Based On Investment Income$525TaxBasedOnInvestmentIncomeAmt
Total Tax$525TotalTaxAmt
Distributable Before Adj$156,818DistributableBeforeAdjAmt
Distributable Before Ded$156,818DistributableBeforeDedAmt
Distributable As Adjusted$156,818DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$992,488ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$992,488QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156,818DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$465,024ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$307,721ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$161,191ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$272,755ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,073ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,233,764TotalExcessDistributionCyovAmt
Qualifying Distributions$992,488QualifyingDistributionsAmt
Applied To Current Year$156,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$835,670RemainingDistriFromCorpusAmt
Total Corpus$2,069,434TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$465,024ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,604,410ExcessDistriCyovToNextYrAmt
Excess From Year4$307,721ExcessFromYear4Amt
Excess From Year3$161,191ExcessFromYear3Amt
Excess From Year2$272,755ExcessFromYear2Amt
Excess From Year1$27,073ExcessFromYear1Amt
Excess From Current Year$835,670ExcessFromCurrentYearAmt
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 (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
10000 DEGREES
1401 LOS GAMOS DR STE 205SAN RAFAELCA94903N/APCGeneral & Unrestricted$7,500
ACCELERATE CHANGE INC
294 WASHINGTON ST STE 500BOSTONMA02108N/APCGeneral & Unrestricted$105,000
AIM HIGH FOR HIGH SCHOOL
2030 HARRISON ST 3RD FLOORSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$5,000
AMERICAN PRAIRIE FOUNDATION
PO BOX 908BOZEMANMT59771N/APCGeneral & Unrestricted$1,000
ASIA FOUNDATION
465 CALIFORNIA ST 9TH FLSAN FRANCISCOCA94104N/APCGeneral & Unrestricted$1,000
BARTH SYNDROME FOUNDATION INC
PO BOX 419264BOSTONMA02241N/APCWill McCurdy Fund$1,000
BERRY CENTER INC
PO BOX 582NEW CASTLEKY40050N/APCGeneral & Unrestricted$20,000
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STSAN FRANCISCOCA94102N/APCGeneral & Unrestricted$5,000
BUCK INSTITUTE FOR RESEARCH ON AGING
8001 REDWOOD BLVDNOVATOCA94945N/APCBuck Impact Circle$5,000
CATCHLIGHT
1150 25TH ST 120SAN FRANCISCOCA94107N/APCGeneral & Unrestricted$5,000
DAY ONE EARLY LEARNING COMMUNITY INC
70 HOOKER AVEPOUGHKEEPSIENY12601N/APCGeneral & Unrestricted$1,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED
1875 CONNECTICUT AVE NW STE 600WASHINGTONDC20009N/APCGeneral & Unrestricted$10,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
PO BOX 3886NEW YORKNY10163N/APCGeneral & Unrestricted$10,000
INTERNATIONAL COMMITTEE OF THE RED CROSS
N/APCUkraine relief fund$20,00019 AVE DE LA PAIXGENEVASZ
ISLAND HAVEN ANIMAL SANCTUARY
PO BOX 428FRIDAY HARBORWA98250N/APCGeneral & Unrestricted$500
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCCampaign 21$50,000
LEARNUP CENTERS
2325 PINE STSAN FRANCISCOCA94115N/APCGeneral & Unrestricted$5,000
LIFEMOVES
181 CONSTITUTION DRMENLO PARKCA94025N/APCGeneral & Unrestricted$10,000
MERCY CORPS
PO BOX 37800BOONEIA50037N/APCUkraine Relief$15,000
MERCY CORPS
PO BOX 37800BOONEIA50037N/APCGeneral & Unrestricted$50,000
NARAL PRO-CHOICE AMERICA FOUNDATION
335 S VAN NESS AVESAN FRANCISCOCA94111N/APCGeneral & Unrestricted$5,000
NARRATIVE MAGAZINE INC
2443 FILLMORE ST 214SAN FRANCISCOCA94115N/APCGeneral & Unrestricted$1,000
OUTWARD BOUND CALIFORNIA
9450 SW GEMINI DRBEAVERTONOR97008N/APCCharitable Event$20,000
OUTWARD BOUND CALIFORNIA
9450 SW GEMINI DRBEAVERTONOR97008N/APC2022 Annual Board Gift$50,000
PRO PUBLICA INC
155 AVE OF THE AMERICAS 13TH FLNEW YORKNY10013N/APCGeneral & Unrestricted$1,000
READING PARTNERS
638 3RD STOAKLANDCA94607N/APCGeneral & Unrestricted$5,100
SAFE & SOUND
1757 WALLER STSAN FRANCISCOCA94117N/APCGeneral & Unrestricted$10,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 3RD STSAN FRANCISCOCA94103N/APC2022-2023 Photography Accessions Committee$12,500
SAN FRANCISCO MUSEUM OF MODERN ART
151 3RD STSAN FRANCISCOCA94103N/APCNeal Benezra Exhibition Fund$100,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 3RD STSAN FRANCISCOCA94103N/APCGeneral & Unrestricted and exhibition support for Kinship$75,900
THE PHILANTHROPY WORKSHOP INC
110 E 25TH STNEW YORKNY10010N/APCGeneral & Unrestricted$10,000
THE VOTER PARTICIPATION CENTER
1707 L ST NW STE 700WASHINGTONDC20036N/APCGeneral & Unrestricted$5,000
TRUSTEES OF MOUNT HOLYOKE COLLEGE
50 COLLEGE STSOUTH HADLEYMA01075N/APCMount Holyoke College Art Museum$1,500
VOTE ORG
4096 PIEDMONT AVE 368OAKLANDCA94611N/APCMind The Gap program$250,000
VOTER REGISTRATION PROJECT
PO BOX 33436WASHINGTONDC20033N/APCGeneral & Unrestricted$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$974,000TotalGrantOrContriPdDurYrAmt

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$11,823ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,201ExclusionAmt
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$4,889ExclusionAmt
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$40,913ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,913TotalIncomeProducingActyAmt

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$433,287TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyCORCEPT THERAPEUTICS INC CORT, 21297 sh.NoncashPropertyDesc
Fair Market Value$433,287FairMarketValueAmt
Received2022-12-15ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ASPIRIANT DEFENSIVE ALLOCATION$252,283$244,590
ASPIRIANT RISK MANAGED GLOBAL$248,751$288,596
CORCEPT THERAPEUTICS INC$433,288$432,541
DFA EMERGING MARKETS CORE EQ P$33,412$34,535
DFA EMERGING MARKETS VALUE POR$56,700$62,748
DFA INTERNATIONAL CORE EQUITY$83,472$90,585
DFA INTERNATIONAL SMALL CAP VA$43,000$43,463
DOUBLELINE TOTAL RETURN BOND$112,543$97,267
ISHARES CORE US VALUE$25,479$32,702
METROPOLITAN WEST RETURN BOND$194,231$164,765
VANGUARD DIVIDEND GROWTH FD$11,000$12,577
VANGUARD SMALL-CAP VALUE ETF$16,767$21,597
VANGUARD TOTAL BOND MARKET IND$78,091$67,495

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $974,000. This amount represents 25% or more of the Foundation's net assets of $3,884,347 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$18,463$18,463
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$3,144Amt
Net Investment Income$3,144NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2021CategoryTxt
Amt$8,999Amt

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