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NANCY C AND DALE DOUGHERTY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NANCY C AND DALE DOUGHERTY FOUNDATION (EIN 94-3347140)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-06
IRS object ID
202331579349100018
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)
Return2023-06-06T11:36:44-05:00ReturnTs
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)
EIN943347140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nancy C and Dale Dougherty FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlNANCBusinessNameControlTxt
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)
Personnancy doughertyPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstnancyPersonFirstNm
Person LastdoughertyPersonLastNm
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$1,888,970FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$134InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$134InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$47,116DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,116DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$70,656NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$160,920GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$70,656CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$117,906TotalRevAndExpnssAmt
Total Net Invst Incm$117,906TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$9,882OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,882OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,262TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$12,889OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,889OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,033TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,882TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,889TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$156,033TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,882TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$142,889TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$38,127ExcessRevenueOverExpensesAmt
Net Investment Income$108,024NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$77,529SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,664SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,664SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$39,465USGovernmentObligationsBOYAmt
Corporate Stock BOY$1,640,577CorporateStockBOYAmt
Corporate Stock EOY$1,682,780CorporateStockEOYAmt
Corporate Stock EOYFMV$1,852,306CorporateStockEOYFMVAmt
Total Assets BOY$1,757,571TotalAssetsBOYAmt
Total Assets EOY$1,719,444TotalAssetsEOYAmt
Total Assets EOYFMV$1,888,970TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,757,571RetainedEarningBOYAmt
Retained Earning EOY$1,719,444RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,757,571TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,719,444TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,757,571TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,719,444TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,757,571TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$38,127ExcessRevenueOverExpensesAmt
Subtotal$1,719,444SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,719,444TotNetAstOrFundBalancesEOYAmt

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$160,920GrossSalesPriceAmt
Cost Or Other Basis$90,264CostOrOtherBasisAmt
Gain Or Loss$70,656GainOrLossAmt
Gains Minus Excess Or Losses$70,656GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$70,656CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,502InvestmentIncomeExciseTaxAmt
Subtotal$1,502SubtotalAmt
Tax Based On Investment Income$1,502TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$402TaxDueAmt

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 EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Dale Dougherty
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, Treas1.0$0$0$0
Nancy C Dougherty
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres1.0$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$1,927,228AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,348AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,989,576TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,989,576AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,844CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,959,732NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,987MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,987MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,502TaxBasedOnInvestmentIncomeAmt
Total Tax$1,502TotalTaxAmt
Distributable Before Adj$96,485DistributableBeforeAdjAmt
Distributable Before Ded$96,485DistributableBeforeDedAmt
Distributable As Adjusted$96,485DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$142,889ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$142,889QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,485DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$85,542ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,970ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$35,349ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,070ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$264,929ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$420,860TotalExcessDistributionCyovAmt
Qualifying Distributions$142,889QualifyingDistributionsAmt
Applied To Current Year$96,485AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,404RemainingDistriFromCorpusAmt
Total Corpus$467,264TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$85,542ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$381,722ExcessDistriCyovToNextYrAmt
Excess From Year4$15,970ExcessFromYear4Amt
Excess From Year3$35,349ExcessFromYear3Amt
Excess From Year2$19,070ExcessFromYear2Amt
Excess From Year1$264,929ExcessFromYear1Amt
Excess From Current Year$46,404ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDale DoughertyContributingManagerNm
Contributing ManagerNancy C DoughertyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG PICTURE COMPANY INC
325 PUBLIC STPROVIDENCERI02905N/APCGeneral & Unrestricted$15,000
CONSERVATION LAW FOUNDATION INC
62 SUMMER STBOSTONMA02110N/APCSenior Fellows Program$50,000
GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC
1390 N MCDOWELL BLVD STE G 331PETALUMACA94954N/APCmental health program, youth scholarship fund and horse care program$10,000
MAKER EDUCATION INITIATIVE
1808 5TH STBERKELEYCA94710N/APCGeneral & Unrestricted$50,000
MATTS MAKER SPACE INC
4640 HATFIELD STPITTSBURGHPA15201N/APCGeneral & Unrestricted$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,000TotalGrantOrContriPdDurYrAmt

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$134ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,116ExclusionAmt
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$70,656ExclusionAmt
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$117,906ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$117,906TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS PORTFOLIO$22,685$26,017
DFA EMERGING MARKETS VALUE POR$15,288$23,277
DFA FIVE YEAR GLOBAL FIXED INC$274,297$243,102
DFA INFLATION PROTECTED SECURI$108,606$97,700
DFA INTERNATIONAL REAL ESTATE$32,859$28,088
DFA INTERNATIONAL SMALL CAP VA$39,850$47,447
DFA INTERNATIONAL VALUE PORTFO$234,277$276,136
DFA REAL ESTATE SECURITIES POR$28,016$38,450
DFA U.S. LARGE CAP VALUE PORTF$155,611$212,278
DFA U.S. MICRO CAP PORTFOLIO$66,850$81,356
DFA U.S. SMALL CAP VALUE PORTF$155,078$217,411
DFA US LARGE COMPANY PORTFOLIO$121,341$202,803
SPDR PORTFOLIO AGGREGATE BOND$428,022$358,241

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$12,789$12,789
State or Local Filing Fees$100$100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$9,882Amt
Net Investment Income$9,882NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2022$1,100
990-PF Extension for 2021$2,162

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