DAGMAR DOLBY FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DAGMAR DOLBY FUND (EIN 47-5332690)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202321329349307622
Schema version
2021v4.2
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)
Return2023-05-12T14:49:38-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112657 ALCOSTA BLVD STE 500AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945834600ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475332690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAGMAR DOLBY FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAGMBusinessNameControlTxt
Phone4154642500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 HAMILTON LANDING 200AddressLine1Txt
CityNOVATOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94949ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSA HARTMANPersonNm
Person TitleCFOPersonTitleTxt
Phone4154642500PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSAPersonFirstNm
Person LastHARTMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2023-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRHEA SUHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 HAMILTON LANDING 200AddressLine1Txt
CityNOVATOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94949ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,308,449GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionCHARITABLE GRANTMAKINGActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,421,492PYContributionsGrantsAmt
CY Contributions Grants$11,660,670CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$747,097PYInvestmentIncomeAmt
CY Investment Income$212,968CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,168,589PYTotalRevenueAmt
CY Total Revenue$11,873,638CYTotalRevenueAmt
PY Grants And Similar Paid$36,924,085PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$13,333,057CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$188,195PYOtherExpensesAmt
CY Other Expenses$340,766CYOtherExpensesAmt
PY Total Expenses$37,112,280PYTotalExpensesAmt
CY Total Expenses$13,673,823CYTotalExpensesAmt
PY Revenues Less Expenses-$28,943,691PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,800,185CYRevenuesLessExpensesAmt
Total Assets BOY$39,191,926TotalAssetsBOYAmt
Total Assets EOY$40,145,421TotalAssetsEOYAmt
Total Liabilities BOY$1,597,456TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,407,953TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,594,470NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,737,468NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE DAGMAR DOLBY FUND ("DDF") IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION ORGANIZED AS A SUPPORTING ORGANIZATION OF THE MARIN COMMUNITY FOUNDATION ("MCF"). THE DAGMAR DOLBY FUND ENGAGES IN CHARITABLE ACTIVITIES THAT ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF MCF. MCF'S MISSION IS TO ENCOURAGE AND APPLY PHILANTHROPIC CONTRIBUTIONS TO HELP IMPROVE THE HUMAN CONDITION, EMBRACE DIVERSITY, PROMOTE A HUMANE AND DEMOCRATIC SOCIETY, AND ENHANCE THE COMMUNITY'S QUALITY OF LIFE, NOW AND FOR FUTURE GENERATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$13,623,072ExpenseAmt
Grant$13,333,057GrantAmt
DescDURING THE FISCAL YEAR ENDING JUNE 30, 2022, THE FOUNDATION AWARDED 2 GRANTS FOR $13,333,057.Desc
Total Program Service Expenses$13,623,072TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SA HARTMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4154642500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 HAMILTON LANDING SUITE 200AddressLine1Txt
CityNOVATOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94949ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
THOMAS PETERS
PRESIDENT & CEO (LEFT 09/21)1.0040.00Yes (X)$0$559,072$76,294
SA HARTMAN
CFO1.0040.00Yes (X)$0$394,129$73,364
ALEXANDRA DERBY
DIRECTOR (LEFT 12/21)0.5040.00$0$250,948$48,033Yes (X)
VIKKI GARROD
DIRECTOR0.5040.00$0$235,092$43,808Yes (X)
RHEA SUH
PRESIDENT & CEO1.0040.00Yes (X)$0$185,006$4,347
LANI ALO
DIRECTOR0.2540.00$0$132,214$33,494Yes (X)
ASHLEY SMITH
SECRETARY1.0040.00Yes (X)$0$112,135$48,961
DAGMAR DOLBY
BOARD CHAIR0.50Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,868,596TotReportableCompRltdOrgAmt
Total Other Compensation$328,301TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$11,660,670AllOtherContributionsAmt
Noncash Contributions$11,626,533NoncashContributionsAmt
Total Contributions$11,660,670TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$224,172TotalRevenueColumnAmt
Exclusion$224,172ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,423,607SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,434,811SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$11,204SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$11,204TotalRevenueColumnAmt
Exclusion-$11,204ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,873,638TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$212,968ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$13,333,057TotalAmt
Program Services$13,333,057ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$225,123TotalAmt
Program Services$225,123ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,355TotalAmt
Program Services$30,355ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$751TotalAmt
Management And General$751ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$34,137TotalAmt
Program Services$34,137ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Total$50,000TotalAmt
Management And General$50,000ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$400TotalAmt
Program Services$400ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,673,823TotalAmt
Program Services$13,623,072ProgramServicesAmt
Management And General$50,751ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,088,294BOYAmt
EOY$13,259EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,366,695BOYAmt
EOY$11,744,261EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,736,937BOYAmt
EOY$28,387,901EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$39,191,926BOYAmt
EOY$40,145,421EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,688BOYAmt
EOY$28,378EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,588,768BOYAmt
EOY$1,579,575EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$9,800,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,597,456BOYAmt
EOY$11,407,953EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,594,470BOYAmt
EOY$28,737,468EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,594,470BOYAmt
EOY$28,737,468EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,191,926BOYAmt
EOY$40,145,421EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,800,185ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$7,056,817NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MARIN COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN943007979EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$13,673,823SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$13,673,823SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution ControllerYes (1)ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, LINE 11A:FormAndLineReferenceDesc
ExplanationON NOVEMBER 30, 2021 DAGMAR DOLBY FUND RECEIVED A NO INTEREST LOAN IN THE AMOUNT OF $30 MILLION FROM DAGMAR DOLBY, THE CHAIRPERSON OF THE BOARD. THE CURRENT BALANCE ON THE BALANCE SHEET IS $9.8 MILLION.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MCF MANAGED COMMINGLED POOL$198,621F
VENTURE CAPITAL FUNDS$28,189,280F
FieldValueIRS element (for citing)
Total Book Value Securities$28,387,901TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$4,816,070TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$7,056,817NetUnrealizedGainsInvstAmt
Revenue Not Reported-$7,056,817RevenueNotReportedAmt
Revenue Subtotal$11,872,887RevenueSubtotalAmt
Investment Expenses Not Incld$751InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$751RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,873,638TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,673,072TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$13,673,072ExpensesSubtotalAmt
Investment Expenses Not Incld2$751InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$751ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,673,823TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1RAY DOLBY LEGACY FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 HAMILTON LANDING SUITE 200AddressLine1Txt
CityNOVATOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94949ZIPCd
FieldValueIRS element (for citing)
Recipient EIN510666996RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$50,000CashGrantAmt
Non Cash Assistance$13,292,250NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceSTOCK TRANSFERNonCashAssistanceDesc
Purpose Of GrantGENERAL OPERATING SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTO QUALIFY FOR A GRANT DISTRIBUTION FROM THE FOUNDATION A GRANTEE MUST BE ABLE TO SATISFY THE FOUNDATION'S DUE DILIGENCE REQUIREMENTS. THIS PROCESS INCLUDES MAKING AN INDEPENDENT INVESTIGATION OF THE PROSPECTIVE GRANTEE TO ESTABLISH THAT IT QUALIFIES TO RECEIVE THE GRANT. THE GRANTEE ORGANIZATION MUST ALSO HAVE THE CAPACITY TO FULFILL THE TERMS OF THE GRANT AND BE WILLING TO FURNISH THE FOUNDATION WITH ANY REQUIRED EVALUATIVE REPORTS. DEPENDING UPON THE SIZE AND SOURCE OF THE GRANT, A WRITTEN REPORT FROM THE GRANTEE MAY BE REQUIRED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
THOMAS PETERS
PRESIDENT & CEO (LEFT 09/21)$0$506,162$0$0$0$52,910$0$34,800$0$41,494$0$635,366$0$0
SA HARTMAN
CFO$0$337,426$0$5,288$0$51,415$0$34,800$0$38,564$0$467,493$0$0
ALEXANDRA DERBY
DIRECTOR (LEFT 12/21)$0$223,843$0$0$0$27,105$0$27,429$0$20,604$0$298,981$0$0
VIKKI GARROD
DIRECTOR$0$234,815$0$0$0$277$0$28,075$0$15,733$0$278,900$0$0
RHEA SUH
PRESIDENT & CEO$0$183,953$0$0$0$1,053$0$0$0$4,347$0$189,353$0$0
LANI ALO
DIRECTOR$0$121,003$0$849$0$10,362$0$14,640$0$18,854$0$165,708$0$0
ASHLEY SMITH
SECRETARY$0$109,238$0$0$0$2,897$0$14,051$0$34,910$0$161,096$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION IS PAID BY A RELATED ORGANIZATION, MARIN COMMUNITY FOUNDATION (MCF). THE FOLLOWING IS THE REVIEW AND APPROVAL PROCESS IN DETERMINING COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND CEO: THE PRESIDENT AND CEO IS THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION, AND THEIR COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY BY THE BOARD OF DIRECTORS. A COMPENSATION COMMITTEE COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IS ESTABLISHED ANNUALLY. AS PART OF THIS PROCESS, THE COMPENSATION COMMITTEE PREPARES A WRITTEN PERFORMANCE APPRAISAL WITH INPUT FROM ALL BOARD MEMBERS. FURTHER, THE COMMITTEE COMPARES THE PRESIDENT'S COMPENSATION TO THAT OF OTHERS IN SIMILAR POSITIONS USING VARIOUS SURVEYS. EVERY FEW YEARS, THE COMMITTEE ENGAGES AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO EVALUATE THE PRESIDENT'S COMPENSATION PACKAGE TO DETERMINE IF THE COMPONENTS, AS WELL AS THE PACKAGE AS A WHOLE CONTINUE TO BE FAIR AND REASONABLE. DURING EXECUTIVE SESSION AT THE END OF THE FISCAL YEAR, WITH ALL BOARD MEMBERS ATTENDING, THE COMMITTEE REPORTS THEIR FINDINGS, THE OVERALL APPRAISAL, AND THEIR RECOMMENDATION. AFTER REVIEW AND DISCUSSION, THE BOARD DETERMINES THE PRESIDENT AND CEO'S COMPENSATION FOR THE NEXT YEAR.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonDAGMAR DOLBYPersonNm
Relationship With OrgBOARD CHAIRRelationshipWithOrgTxt
Loan PurposeTO ENSURE SUFFICIENT CASH AVAILABLE TO SATISFY THE CAPITAL COMMITMENTS.LoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$30,000,000OriginalPrincipalAmt
Balance Due$9,800,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$9,800,000TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$11,626,533NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ADDF HAS 2 CLASSES OF DIRECTORS THAT EACH CAN APPOINT DIRECTORS PER SECTION 3.3 OF THE BYLAWS: THE MARIN COMMUNITY FOUNDATION (MCF) CLASS AND THE DONOR CLASS. THE MCF CLASS APPOINTED DIRECTORS ALWAYS HOLD A MAJORITY OF THE BOARD SEATS. THE CURRENT BOARD HAS 2 MCF CLASS DIRECTORS, VIKKI GARROD AND LANI ALO. THE DONOR CLASS HAS 1 DIRECTOR ON THE BOARD, DAGMAR DOLBY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE CHIEF FINANCIAL OFFICER AND VICE PRESIDENT OF FINANCE FOR REVIEW BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL MEMBERS OF THE GOVERNING BOARD, OFFICERS AND KEY EMPLOYEES MUST ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING COMPLIANCE ON AN ANNUAL BASIS. THE FORMS ARE REVIEWED BY THE CORPORATE SECRETARY AND CFO TO ENSURE ONGOING COMPLIANCE AND DETERMINE WHETHER A CONFLICT EXISTS. ALL CONFLICTS AND POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED, AND THE PERSON IS EXCLUDED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS CONCERNING THE MATTER.
FORM 990, PART VI, SECTION B, LINE 15DAGMAR DOLBY FUND DOES NOT HAVE ANY PAID STAFF. IF THE DAGMAR DOLBY FUND WERE TO HIRE EXECUTIVE STAFF IT WOULD FOLLOW THE POLICIES AND PROCEDURES OF ITS PARENT ORGANIZATION, THE MARIN COMMUNITY FOUNDATION (MCF). MCF'S TOP MANAGEMENT OFFICIAL'S COMPENSATION PACKAGE IS REVIEWED AND DECIDED ANNUALLY BY THE BOARD OF DIRECTORS. A COMPENSATION COMMITTEE COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IS ESTABLISHED ANNUALLY. EVERY FEW YEARS, THE COMMITTEE ENGAGES AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO EVALUATE THE PRESIDENT'S AND CFO/COO'S COMPENSATION PACKAGES TO DETERMINE IF THE COMPONENTS, AS WELL AS THE PACKAGE AS A WHOLE, CONTINUE TO BE FAIR AND REASONABLE.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A, COLUMN B:THOMAS PETERS, RHEA SUH, S.A HARTMAN, ALEXANDRA DERBY, LANI ALO, VIKKI GARROD AND ASHLEY SMITH ARE FULL-TIME EMPLOYEES OF MARIN COMMUNITY FOUNDATION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ALCOHOL JUSTICE
24 BELVEDERE STREETSAN RAFAELCA94901680152770PROMOTE PUBLIC HEALTHCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
CERITY PARTNERS FOUNDATION
5 HAMILTON LANDING SUITE 200NOVATOCA94949510515757GRANTMAKINGCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
KURLAND FAMILY FOUNDATION
5 HAMILTON LANDING SUITE 200NOVATOCA94949870749260GRANTMAKINGCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
LYNX FOUNDATION
5 HAMILTON LANDING SUITE 200NOVATOCA94949262717594GRANTMAKINGCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
MARGARET E HAAS FUND
5 HAMILTON LANDING SUITE 200NOVATOCA94949510533111GRANTMAKINGCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
MARIN COMMUNITY FOUNDATION
5 HAMILTON LANDING SUITE 200NOVATOCA94949943007979GRANTMAKINGCA501(C)(3)LINE 80N/A
PRESIDIO THEATRE
5 HAMILTON LANDING SUITE 200NOVATOCA94949841695823SUPPORT THE DEVELOPMENT & OPERATION OF A COMMUNITY THEATER IN THE PRESIDIOCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
MCF GIFT FUND INC
5 HAMILTON LANDING SUITE 200NOVATOCA94949680477815SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALSCA501(C)(3)LINE 12B, IIMARIN COMMUNITY FOUNDATION0
RAY DOLBY LEGACY FUND
5 HAMILTON LANDING SUITE 200NOVATOCA94949510666996GRANTMAKINGCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
MCF PROPERTY HOLDINGS INC
5 HAMILTON LANDING SUITE 200NOVATOCA94949943274626SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALSCA501(C)(3)LINE 12B, IIMARIN COMMUNITY FOUNDATION0
PETER E HAAS JR FAMILY FUND
5 HAMILTON LANDING SUITE 200NOVATOCA94949141962681GRANTMAKINGCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
PIRKLE JONES FOUNDATION
5 HAMILTON LANDING SUITE 200NOVATOCA94949680664486SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALSCA501(C)(3)LINE 12A, IMARIN COMMUNITY FOUNDATION0
MCF LEGACY FUND
5 HAMILTON LANDING SUITE 200NOVATOCA94949873636370SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALSCA501(C)(3)LINE 12B, IIMARIN COMMUNITY FOUNDATION0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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