DOTY FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DOTY FAMILY FOUNDATION INC (EIN 82-3748822)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202233149349103268
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)
Return2022-11-10T19:34:44-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908010087ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-09SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN H WIEST CPAPreparerPersonNm
PTINP00037191PTIN
Phone5624351191PhoneNum
Preparation2022-11-09PreparationDt

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 TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$910,920FMVAssetsEOYAmt
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$177InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$177InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$177TotalRevAndExpnssAmt
Total Net Invst Incm$177TotalNetInvstIncmAmt
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$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$346OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$318OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,278TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,568TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,562ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,562ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,408TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,278TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$95,130TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96,231ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$999,484SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$910,920SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$910,920SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$999,484TotalAssetsBOYAmt
Total Assets EOY$910,920TotalAssetsEOYAmt
Total Assets EOYFMV$910,920TotalAssetsEOYFMVAmt
Other Liabilities BOY$11,120OtherLiabilitiesBOYAmt
Other Liabilities EOY$18,787OtherLiabilitiesEOYAmt
Total Liabilities BOY$11,120TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,787TotalLiabilitiesEOYAmt
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$988,364RetainedEarningBOYAmt
Retained Earning EOY$892,133RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$988,364TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$892,133TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$999,484TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$910,920TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$988,364TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96,231ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$892,133SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$892,133TotNetAstOrFundBalancesEOYAmt

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$984,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$984,746TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$984,746AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,771CashDeemedCharitableAmt
Net Vl Noncharitable Assets$969,975NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,499MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,499MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$48,499DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,499DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,499DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$95,130ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$95,130QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,499DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$34,835ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,931ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,496ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$77,262TotalExcessDistributionCyovAmt
Qualifying Distributions$95,130QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,499AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,631RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$123,893TotalCorpusAmt
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$123,893ExcessDistriCyovToNextYrAmt
Excess From Year3$34,835ExcessFromYear3Amt
Excess From Year2$28,931ExcessFromYear2Amt
Excess From Year1$13,496ExcessFromYear1Amt
Excess From Current Year$46,631ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION
1300 WILSON BLVD SUITE 600ARLINGTONVA22209PCCHARITABLE CONTRIBUTION$5,000
CHADWICK SCHOOL
26800 S ACADEMY DRIVEPALOS VERDES PENINSULACA90274PCCHARITABLE CONTRIBUTION$15,000
CHOC FOUNDATION
1201 W LA VETA AVENUEORANGECA92868PCCHARITABLE CONTRIBUTION$5,262
FORDHAM UNIVERSITY
441 E FORDHAM ROAD FMH 512BRONXNY10458PCCHARITABLE CONTRIBUTION$12,500
LAND OF THE FREE FOUNDATION
13191 CROSSROADS PKWY N FL 6CITY OF INDUSTRYCA91746PCCHARITABLE CONTRIBUTION$10,300
LONG BEACH BLAST
4201 LONG BEACH BOULEVARD SUITE 201LONG BEACHCA90807PCCHARITABLE CONTRIBUTION$5,000
MEALS ON WHEELS
1550 CRYSTAL DRIVE SUITE 1004ARLINGTONVA22202PCCHARITABLE CONTRIBUTION$7,000
MOMENTUM INNOVATIVE DISABILITY SERVICES
6430 INDEPENDENCE AVEWOODLAND HILLSCA91367PCCHARITABLE CONTRIBUTION$7,000
NEW LIFE BEGINNINGS
835 E 6TH STREETLONG BEACHCA90802PCCHARITABLE CONTRIBUTION$1,000
PETCO LOVE
654 RICHLAND HILLS DRIVESAN ANTONIOTX78245PCCHARITABLE CONTRIBUTION$1,500
THE DOE FUND
232 EAST 84TH STREETNEW YORKNY10028PCCHARITABLE CONTRIBUTION$7,000
TOBERMAN NEIGHBORHOOD CENTER
131 N GRAND AVESAN PEDROCA90731PCCHARITABLE CONTRIBUTION$5,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCCHARITABLE CONTRIBUTION$7,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256PCCHARITABLE CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,562TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$177ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$177ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$177TotalIncomeProducingActyAmt

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$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$290$0$290
BANK CHARGES$56$28$28

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARDDesc
BOY Book Value$11,120BOYBookValueAmt
EOY Book Value$18,787EOYBookValueAmt

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