THE DOERING FAMILY FOUNDATION LTD: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE DOERING FAMILY FOUNDATION LTD (EIN 39-1805495)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349104567
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:30:16-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812393002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEALTH ENHANCEMENT TAX & CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N HIGHWAY 169 SUITE 900 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391805495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOERING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOER | BusinessNameControlTxt |
| Phone | 4152442084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 BEAR CREEK CIRCLE | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945581570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK DOERING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4152442084 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILEY STEPHENS | PreparerPersonNm |
| PTIN | P01623191 | PTIN |
| Phone | 7634171700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,508,421 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,387 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,387 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $403,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,255,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $403,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $441,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,346 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,180 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,120 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,612 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,612 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,039 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,055 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $256,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $430,499 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,967 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,197 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $1,098,729 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,052,289 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,052,289 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $317,090 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $417,952 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $417,952 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $154 | OtherAssetsBOYAmt |
| Other Assets EOY | $213 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $213 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,466,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,508,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,508,421 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,466,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,508,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,466,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,466,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,508,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,466,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $256,395 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,722,776 | SubtotalAmt |
| Other Decreases | $214,355 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PERSHING #1957 (L/T) | $194,552 | $106,660 | $87,892 | $87,892 | |
| PERSHING #1957 (S/T) | $360 | $321 | $39 | $39 | |
| SCHWAB #3839 (L/T) | $875,055 | $764,791 | $110,264 | $110,264 | |
| SCHWAB #3839 (S/T) | $580,606 | $575,233 | $5,373 | $5,373 | |
| SCHWAB #4474 (L/T) | $301,992 | $123,101 | $178,891 | $178,891 | |
| SCHWAB #4474 (S/T) | $303,334 | $282,535 | $20,799 | $20,799 | |
| CAPITAL GAINS DIVIDENDS | $4 | $4 | $4 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $403,262 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $26,211 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,197 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,197 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,787 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICK R DOERING | IndividualWithBooksNm |
| Phone | 4152442084 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 BEAR CREEK CIRCLE | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICK R DOERING | ||||||||
| 405 BEAR CREEK CIRCLE | NAPA | CA | 94558 | PRESIDENT, TREASURER, DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET P DOERING | ||||||||
| 622 JULPUN LOOP | CALYTON | CA | 94517 | VICE PRES., DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAYNE D SUNGAIL | ||||||||
| 3349 OAK KNOLL DRIVE | EMERALD HILLS | CA | 94062 | VICE PRES., SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT E DOERING | ||||||||
| 405 BEAR CREEK CIRCLE | NAPA | CA | 94558 | FORMER PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,545,449 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,593,672 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,593,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,569,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,984 | TotalTaxAmt |
| Distributable Before Adj | $72,504 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,504 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $168,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,757 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,813 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $106,747 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,615 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $94,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $483,167 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,616 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $578,783 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $107,757 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $471,026 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,813 | ExcessFromYear4Amt |
| Excess From Year3 | $106,747 | ExcessFromYear3Amt |
| Excess From Year2 | $62,615 | ExcessFromYear2Amt |
| Excess From Year1 | $94,235 | ExcessFromYear1Amt |
| Excess From Current Year | $95,616 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E DOERING | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE DOERING FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 BEAR CREAK CIRCLE | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4152442084 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| A PRECIOUS CHILD | ||||||
| 7051 W 118TH AVE | BROOMFIELD | CO | 80020 | GENERAL PURPOSE | $2,000 | |
| ADAPTIVE SPORTS CENTER | ||||||
| PO BOX 1639 | CRESTED BUTTE | CO | 81224 | GENERAL PURPOSE | $3,500 | |
| ADAS CAF | ||||||
| 839 NORTHAMPTON DRIVE | PALO ALTO | CA | 94393 | GENERAL PURPOSE | $5,000 | |
| ALAMEDA FOOD BANK DBA ALAMEDA EMERGENCY FOOD | ||||||
| PO BOX 2167 | ALAMEDA | CA | 94501 | GENERAL PURPOSE | $1,000 | |
| ALAMEDA JUNIOR GOLF ASSOCIATION | ||||||
| 1 CLUBHOUSE MEMORIAL DR | ALAMEDA | CA | 94502 | GENERAL PURPOSE | $1,500 | |
| BANANAS INC | ||||||
| 5232 CLAREMONT AVE | OAKLAND | CA | 94618 | GENERAL PURPOSE | $1,500 | |
| BAY AREA RESCUE MISSION | ||||||
| PO BOX 1112 | RICHMOND | CA | 94802 | GENERAL PURPOSE | $4,000 | |
| CANV (COMMUNITY ACTION OF NAPA VALLEY) | ||||||
| 1766 INDUSTRIAL WAY | NAPA | CA | 94558 | GENERAL PURPOSE | $4,000 | |
| CASA | ||||||
| 1804 SOSCOL AVE SUITE 201 | NAPA | CA | 94559 | GENERAL PURPOSE | $5,000 | |
| CASA OF ALAMEDA COUNTY | ||||||
| 1000 SAN LEANDRO BLVD SUITE 300 1ST | SAN LEANDRO | CA | 94577 | GENERAL PURPOSE | $1,500 | FLOOR |
| CHILD ADVOCATES | ||||||
| 509 VALLEY WAY | MILPITAS | CA | 94035 | GENERAL PURPOSE | $3,000 | |
| CHRONICLE SEASON OF SHARING | ||||||
| PO BOX 7844 | SAN FRANCISCO | CA | 94120 | GENERAL PURPOSE | $5,000 | |
| COMMUNITY EMPLOYMENT SERVICES | ||||||
| 836 MONTEZUMA DRIVE | PACIFICA | CA | 94044 | GENERAL PURPOSE | $2,500 | |
| COMMUNITY RESOURCES FOR CHILDREN | ||||||
| 3299 CLAREMONT WAY SUITE 1 | NAPA | CA | 94558 | GENERAL PURPOSE | $5,000 | |
| COPE FAMILY CENTER | ||||||
| 707 RANDOLPH STREET | NAPA | CA | 94559 | GENERAL PURPOSE | $5,000 | |
| CROP - FIRST CONGREGATIONAL CHURCH | ||||||
| 1609 UNIVERSITY AVE | MADISON | WI | 53726 | GENERAL PURPOSE | $1,000 | |
| CURIOYDYSSEY AT COYOTE POINT | ||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | GENERAL PURPOSE | $5,000 | |
| DAV (DISABLED AMERICAN VETERANS) | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | GENERAL PURPOSE | $1,000 | |
| DISABLED SPORTS EASTERN SIERRA | ||||||
| PO BOX 7275 1 MINARET ROAD | MAMMOTH LAKES | CA | 93546 | GENERAL PURPOSE | $1,000 | |
| EPAK - (EAST PALO ALTO KIDS FOUNDATION) | ||||||
| PO BOX 50542 | PALO ALTO | CA | 94063 | GENERAL PURPOSE | $4,000 | |
| FAMILY CONNECTIONS | ||||||
| PO BOX 358 | SAN CARLOS | CA | 94970 | GENERAL PURPOSE | $4,000 | |
| FIRST TEE OF OAKLAND | ||||||
| 7901 OAKPORT STREET SUITE 4450 | OAKLAND | CA | 94621 | GENERAL PURPOSE | $1,000 | |
| GIRL SCOUTS NORCAL | ||||||
| 1650 HARBOR BAY PARKWAY SUITE 100 | ALAMEDA | CA | 94502 | GENERAL PURPOSE | $4,000 | |
| GREENWOOD WILDLIFE REHABILITATION CENTER | ||||||
| PO BOX 18987 | BOULDER | CO | 80308 | GENERAL PURPOSE | $2,000 | |
| GUIDE DOGS OF THE DESERT INTERNATIONAL | ||||||
| PO BOX 1692 | PALM SPRINGS | CA | 92263 | GENERAL PURPOSE | $3,000 | |
| HAAS SCHOOL OF BUSINESS - UNIVERSITY OF CALIFORNIA BERKELEY | ||||||
| 520 STUDENT SERVICES BUILDING | BERKELEY | CA | 94720 | GENERAL PURPOSE | $3,000 | |
| HOSPICE OF THE EAST BAY | ||||||
| 3470 BUSKIRK AVENUE | PLEASANT HILL | CA | 94523 | GENERAL PURPOSE | $3,000 | |
| IF GIVEN A CHANCE | ||||||
| PO BOX 2607 | NAPA | CA | 94558 | GENERAL PURPOSE | $5,000 | |
| JOB TRAIN | ||||||
| 1200 OBRIEN STREET | MENLO PARK | CA | 94025 | GENERAL PURPOSE | $4,000 | |
| LUCILE PACKARD CHILDREN'S FUND | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | GENERAL PURPOSE | $4,000 | |
| MY NEW RED SHOES | ||||||
| 3790 EL CAMINO REAL 1098 | PALO ALTO | CA | 94306 | GENERAL PURPOSE | $2,000 | |
| NAPA COMMUNITIES FIREWISE FOUNDATION | ||||||
| PO BOX 2336 | NAPA | CA | 94558 | GENERAL PURPOSE | $1,000 | |
| NAPA VALLEY COMMUNITY HOUSING | ||||||
| 150 CAMINO DORADO | NAPA | CA | 94558 | GENERAL PURPOSE | $4,000 | |
| NAPA VALLEY EDUCATION FOUNDATION | ||||||
| 2425 JEFFERSON STREET 103 | NAPA | CA | 94558 | GENERAL PURPOSE | $5,000 | |
| PACIFIC SKYLINE COUNCIL BSA | ||||||
| 1150 CHESS DRIVE | FOSTER CITY | CA | 94404 | GENERAL PURPOSE | $2,000 | |
| PARENTSCAN | ||||||
| 1909 JEFFERSON STREET | NAPA | CA | 94559 | GENERAL PURPOSE | $5,000 | |
| PEOPLE WITH DISABILITIES SUCCEEDING | ||||||
| 1512 5TH AVENUE | SAN RAFAEL | CA | 94901 | GENERAL PURPOSE | $5,000 | |
| PROJECT READ- REDWOOD CITY PUBLIC LIBRARY | ||||||
| 1044 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | GENERAL PURPOSE | $4,000 | |
| QUEEN OF THE VALLEY FOUNDATION | ||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | GENERAL PURPOSE | $5,000 | |
| REDWOOD CITY LIBRARY FOUNDATION | ||||||
| 1044 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | GENERAL PURPOSE | $3,500 | |
| SECOND HARVEST FOOD BANK | ||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | GENERAL PURPOSE | $5,000 | |
| SHRINERS HOSPITAL FOR CHILDREN NOR CAL | ||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | GENERAL PURPOSE | $4,000 | |
| SIERRA AVALANCHE CENTER | ||||||
| 11260 DONNER PASS ROAD STE C1 PMB | TRUCKEE | CA | 96161 | GENERAL PURPOSE | $5,000 | 401 |
| ST JUDE CHILDRENS RESEARCH | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | GENERAL PURPOSE | $4,000 | |
| THE SALVATION ARMY - CONCORD CORPS DONATION PROCESSING CENTER | ||||||
| PO BOX 60009 | PRESCOTT | AZ | 86304 | GENERAL PURPOSE | $4,000 | |
| THE SMILE TRAIN | ||||||
| PO BOX 96246 | WASHINGTON | DC | 20090 | GENERAL PURPOSE | $4,000 | |
| THE TREVOR PROJECT | ||||||
| PO BOX 69232 | HOLLYWOOD | CA | 90069 | GENERAL PURPOSE | $5,000 | |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | GENERAL PURPOSE | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,387 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $403,262 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $441,346 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $441,346 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $3,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,120 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $417,952 | EOYBookValueAmt |
| EOYFMV | $417,952 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,052,289 | EOYBookValueAmt |
| EOYFMV | $1,052,289 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $154 | BOYBookValueAmt |
| EOY Book Value | $213 | EOYBookValueAmt |
| EOYFMV | $213 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON SECURITIES | Desc |
| Amt | $214,355 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $6,612 | Amt |
| Net Investment Income | $6,612 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,055 | $1,055 | $0 | $0 |
| EXCISE TAX | $5,984 | $0 | $0 | $0 |
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