DOTY FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DOTY FAMILY FOUNDATION INC (EIN 82-3748822)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-27
IRS object ID
202341789349100124
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)
Return2023-06-27T17:58:11-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12050 MAIN ST STE 1300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823748822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOTY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOTYBusinessNameControlTxt
Phone5625957567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 CREST ROAD EASTAddressLine1Txt
CityROLLING HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN DOTYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5625957567PhoneNum
Signature2023-06-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastDOTYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN H WIEST CPAPreparerPersonNm
PTINP00037191PTIN
Phone9498529433PhoneNum
Preparation2023-06-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$791,328FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$305OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$305OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,805TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,055TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$123,762ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$123,762ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,567TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$124,817TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$125,567ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$910,920SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$791,328SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$791,328SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$910,920TotalAssetsBOYAmt
Total Assets EOY$791,328TotalAssetsEOYAmt
Total Assets EOYFMV$791,328TotalAssetsEOYFMVAmt
Other Liabilities BOY$18,787OtherLiabilitiesBOYAmt
Other Liabilities EOY$24,762OtherLiabilitiesEOYAmt
Total Liabilities BOY$18,787TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,762TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$892,133RetainedEarningBOYAmt
Retained Earning EOY$766,566RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$892,133TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$766,566TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$910,920TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$791,328TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$892,133TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$125,567ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$766,566SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$766,566TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$120EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$120TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$120OverpaymentAmt
Applied To ES Tax$120AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN DOTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5625957567PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 CREST ROAD EASTAddressLine1Txt
CityROLLING HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN DOTY
7 CREST ROAD EROLLING HILLSCA90274PRESIDENT1.00$0$0$0
LORI DOTY
7 CREST ROAD EROLLING HILLSCA90274SECRETARY/TREASURER1.00$0$0$0
TARA DOTY
7 CREST ROAD EROLLING HILLSCA90274DIRECTOR1.00$0$0$0
JESSICA DOTY
7 CREST ROAD EROLLING HILLSCA90274DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$839,595AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$839,595TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$839,595AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,594CashDeemedCharitableAmt
Net Vl Noncharitable Assets$827,001NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,350MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$41,350DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,350DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,350DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$124,817ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$124,817QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,350DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$34,835ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$28,931ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,496ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$46,631ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$123,893TotalExcessDistributionCyovAmt
Qualifying Distributions$124,817QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,350AppliedToCurrentYearAmt
Remaining Distri From Corpus$83,467RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$207,360TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$207,360ExcessDistriCyovToNextYrAmt
Excess From Year4$34,835ExcessFromYear4Amt
Excess From Year3$28,931ExcessFromYear3Amt
Excess From Year2$13,496ExcessFromYear2Amt
Excess From Year1$46,631ExcessFromYear1Amt
Excess From Current Year$83,467ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN DOTYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
PO BOX 96929WASHINGTONDC20090PCCHARITABLE CONTRIBUTION$1,500
CHADWICK SCHOOL
26800 S ACADEMY DRIVEPALOS VERDES PENINSULACA90274PCCHARITABLE CONTRIBUTION$29,000
CHOC FOUNDATION
1201 W LA VETA AVENUEORANGECA92868PCCHARITABLE CONTRIBUTION$5,262
CHP 11-99 FOUNDATION
3188 AIRWAY AVE SUITE CCOSTA MESACA92626PCCHARITABLE CONTRIBUTION$3,000
FORDHAM UNIVERSITY
441 E FORDHAM ROAD FMH 512BRONXNY10458PCCHARITABLE CONTRIBUTION$50,000
MOMENTUM INNOVATIVE DISABILITY SERVICES
6430 INDEPENDENCE AVEWOODLAND HILLSCA91367PCCHARITABLE CONTRIBUTION$9,500
OPERATION BBQ RELIEF
PO BOX 414378 WS 198KANSAS CITYMO64141PCCHARITABLE CONTRIBUTION$1,000
SAINT SEBASTIAN SPORTS PROJECT
PO BOX 1711MANHATTAN BEACHCA90267PCCHARITABLE CONTRIBUTION$4,500
THE DOE FUND
232 EAST 84TH STREETNEW YORKNY10028PCCHARITABLE CONTRIBUTION$2,500
THE SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314PCCHARITABLE CONTRIBUTION$2,500
TOBERMAN NEIGHBORHOOD CENTER
131 N GRAND AVESAN PEDROCA90731PCCHARITABLE CONTRIBUTION$5,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCCHARITABLE CONTRIBUTION$5,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256PCCHARITABLE CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$123,762TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$305RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$305DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARDDesc
BOY Book Value$18,787BOYBookValueAmt
EOY Book Value$24,762EOYBookValueAmt

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