THE BLACK DOG PRIVATE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE BLACK DOG PRIVATE FOUNDATION INC (EIN 20-1266221)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-14
- IRS object ID
- 202102879349101550
- Schema version
- 2020v4.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T08:27:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201266221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Black Dog Private Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L MAHONEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID L | PersonFirstNm |
| Person Last | MAHONEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,329,721 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,181 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $214 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $214 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,261,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $936,753 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,053,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $960,430 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,900 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,910 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,457 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $365,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $664,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $957,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $494,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,113,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,113,326 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,039,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,085,249 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,216,395 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,534,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,198,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,329,721 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,534,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,198,575 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,534,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,198,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,534,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,198,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,534,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $664,371 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,198,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,198,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,261,414 | GrossSalesPriceAmt |
| Cost Or Other Basis | $324,661 | CostOrOtherBasisAmt |
| Gain Or Loss | $936,753 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $936,753 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $936,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,310 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,310 | SubtotalAmt |
| Tax Based On Investment Income | $13,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,202 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,110 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,312 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2 | OverpaymentAmt |
| Applied To ES Tax | $2 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Winnifred Ellis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| David L Mahoney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,125,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,037,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,162,680 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,162,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,130,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,310 | TotalTaxAmt |
| Distributable Before Adj | $93,202 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,202 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,202 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $365,957 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $365,957 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $365,957 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,202 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $482,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $418,480 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $465,024 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $307,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $161,191 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,834,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $365,957 | QualifyingDistributionsAmt |
| Applied To Current Year | $93,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $272,755 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,107,249 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $482,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,625,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $418,480 | ExcessFromYear4Amt |
| Excess From Year3 | $465,024 | ExcessFromYear3Amt |
| Excess From Year2 | $307,721 | ExcessFromYear2Amt |
| Excess From Year1 | $161,191 | ExcessFromYear1Amt |
| Excess From Current Year | $272,755 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David L Mahoney | ContributingManagerNm |
| Contributing Manager | Winnifred Ellis | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCELERATE CHANGE INC | |||||||
| 294 WASHINGTON ST STE 500 | BOSTON | MA | 02108 | N/A | PC | Mind The Gap program | $25,000 |
| AIM HIGH FOR HIGH SCHOOL | |||||||
| 2030 HARRISON ST 3RD FLOOR | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN CONSERVATORY THEATRE FOUNDATION | |||||||
| 415 GEARY ST | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN PRAIRIE FOUNDATION | |||||||
| PO BOX 908 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $1,000 |
| APPALSHOP INC | |||||||
| 91 MADISON AVE | WHITESBURG | KY | 41858 | N/A | PC | General & Unrestricted | $1,000 |
| BARTH SYNDROME FOUNDATION INC | |||||||
| PO BOX 419264 | BOSTON | MA | 02241 | N/A | PC | Will McCurdy Fund for Advancement of Therapies | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $1,000 |
| BOYS & GIRLS CLUBS OF SAN FRANCISCO | |||||||
| 380 FULTON ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Rise To The Challenge / Emerge Strong Campaign | $2,500 |
| BVM CAPACITY BUILDING INSTITUTE INC | |||||||
| 3645 MARKETPLACE BLVD STE 130-209 | EAST POINT | GA | 30344 | N/A | PC | General & Unrestricted | $2,500 |
| CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN F | |||||||
| 1555 39TH AVE | SAN FRANCISCO | CA | 94122 | N/A | PC | General & Unrestricted | $1,000 |
| CHAMPLAIN COLLEGE INC | |||||||
| 163 S WILLARD ST | BURLINGTON | VT | 05401 | N/A | PC | Well Being Initiatives Fund to support success coaching | $50,000 |
| COMPASS FAMILY SERVICES | |||||||
| 37 GROVE ST | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF SAN FRANCISCO ANIMAL CARE AND CONTROL | |||||||
| 1200 15TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | support of the new animal shelter campaign to name a Dog Co-Housing Room | $10,000 |
| GEYSERVILLE COMMUNITY FOUNDATION | |||||||
| PO BOX 593 | GEYSERVILLE | CA | 95441 | N/A | PC | For The Love of Geyserville Relief Fund | $1,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| BLDG 201 FORT MASON | SAN FRANCISCO | CA | 94123 | N/A | PC | Trails Forever program | $5,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | Gift for Craig Newmark Grant Campaign | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $25,000 |
| LEARNUP CENTERS | |||||||
| 2325 PINE ST | SAN FRANCISCO | CA | 94115 | N/A | PC | General & Unrestricted | $2,500 |
| MEALS ON WHEELS OF SAN FRANCISCO INC | |||||||
| 1375 FAIRFAX AVE | SAN FRANCISCO | CA | 94124 | N/A | PC | General & Unrestricted | $2,500 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR ST 5TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,500 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 335 S VAN NESS AVE | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $7,500 |
| OUTWARD BOUND CALIFORNIA | |||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | N/A | PC | 2020 Annual Gift | $40,000 |
| RAPHAEL HOUSE OF SAN FRANCISCO INC | |||||||
| 1065 SUTTER ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $2,500 |
| RESTORE JUSTICE | |||||||
| 1370 N ST ANDREWS PL | LOS ANGELES | CA | 90028 | N/A | PC | COVID-19 PPE | $500 |
| SAFE & SOUND | |||||||
| 1757 WALLER ST | SAN FRANCISCO | CA | 94117 | N/A | PC | COVID response special support | $5,000 |
| SAFE & SOUND | |||||||
| 1757 WALLER ST | SAN FRANCISCO | CA | 94117 | N/A | PC | General & Unrestricted | $5,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $7,500 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | Stabilization Fund | $50,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | to support the Dawoud Bey exhibition | $22,500 |
| SAVE THE BAY | |||||||
| 300 FRANK H OGAWA PLAZA STE 280 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $2,500 |
| SONOMA FAMILY MEAL | |||||||
| 2210 BELL FLOWER LN | SANTA ROSA | CA | 95404 | N/A | PC | Restaurant Disaster Relief Fund | $5,000 |
| THE JED FOUNDATION | |||||||
| PO BOX 60174 | BROOKLYN | NY | 11206 | N/A | PC | General & Unrestricted | $1,000 |
| THE VOTER PARTICIPATION CENTER | |||||||
| 1707 L ST NW STE 950 | WASHINGTON | DC | 20036 | N/A | PC | Mind The Gap program | $25,000 |
| TRUSTEES OF MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | N/A | PC | Community Center Renovation and Construction Project | $20,000 |
| TRUSTEES OF MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | N/A | PC | Student Safety Net Fund | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,958 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | D L MAHONEY W C ELLIS 1998 FAMI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DL MAHONEY 121 JORDAN AVE | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,181 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | FRESHPET INC FRPT, 14765 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,000,181 | FairMarketValueAmt |
| Received | 2020-03-02 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASPIRIANT DEFENSIVE ALLOCATION | $218,283 | $233,860 |
| ASPIRIANT RISK MANAGED GLOBAL | $248,751 | $304,837 |
| DFA EMERGING MARKETS CORE EQ P | $29,412 | $36,347 |
| DFA EMERGING MARKETS VALUE POR | $40,700 | $51,472 |
| DFA INTERNATIONAL CORE EQUITY | $78,472 | $91,664 |
| DFA INTERNATIONAL SMALL CAP VA | $23,000 | $25,556 |
| DOUBLELINE TOTAL RETURN BOND | $59,543 | $59,616 |
| ISHARES CORE US VALUE | $32,995 | $38,433 |
| METROPOLITAN WEST RETURN BOND | $146,231 | $150,971 |
| VANGAURD HIGH-YIELD CORPORATE | $44,406 | $45,706 |
| VANGUARD DIVIDEND GROWTH FD | $11,000 | $11,867 |
| VANGUARD SMALL-CAP VALUE ETF | $37,016 | $43,090 |
| VANGUARD TOTAL BOND MARKET IND | $115,440 | $122,976 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,932 | $12,932 |
| State or Local Filing Fees | $25 | $25 |
| FOUNDATION DUES & MEMBERSHIPS | $2,500 | $2,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $2,900 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $11,900 |
| 990-PF Extension for 2019 | $8,010 |
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