BETA

NANCY C AND DALE DOUGHERTY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NANCY C AND DALE DOUGHERTY FOUNDATION (EIN 94-3347140)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-14
IRS object ID
202112879349100706
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-14T08:27:57-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943347140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nancy C and Dale Dougherty FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlNANCBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY C DOUGHERTYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-09-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANCY CPersonFirstNm
Person LastDOUGHERTYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,285,502FMVAssetsEOYAmt
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$339InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$339InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,397DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,397DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$168,015NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$741,052GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$168,015CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$206,751TotalRevAndExpnssAmt
Total Net Invst Incm$206,751TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$9,830OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,830OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,452TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$12,834OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,834OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,116TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,830TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,834TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$131,116TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,830TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$117,834TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$75,635ExcessRevenueOverExpensesAmt
Net Investment Income$196,921NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$115,033SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$88,091SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$88,091SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$99,719USGovernmentObligationsBOYAmt
US Government Obligations EOY$39,465USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$41,583USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,529,184CorporateStockBOYAmt
Corporate Stock EOY$1,692,015CorporateStockEOYAmt
Corporate Stock EOYFMV$2,155,828CorporateStockEOYFMVAmt
Total Assets BOY$1,743,936TotalAssetsBOYAmt
Total Assets EOY$1,819,571TotalAssetsEOYAmt
Total Assets EOYFMV$2,285,502TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,743,936RetainedEarningBOYAmt
Retained Earning EOY$1,819,571RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,743,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,819,571TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,743,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,819,571TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,743,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$75,635ExcessRevenueOverExpensesAmt
Subtotal$1,819,571SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,819,571TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$741,052GrossSalesPriceAmt
Cost Or Other Basis$573,037CostOrOtherBasisAmt
Gain Or Loss$168,015GainOrLossAmt
Gains Minus Excess Or Losses$168,015GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$168,015CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,737InvestmentIncomeExciseTaxAmt
Subtotal$2,737SubtotalAmt
Tax Based On Investment Income$2,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$340ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,740TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$3OverpaymentAmt
Applied To ES Tax$3AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dale Dougherty
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, Treas1.0$0$0$0
Nancy C Dougherty
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,979,848AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$81,087AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,060,935TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,060,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,914CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,030,021NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,501MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,501MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,737TaxBasedOnInvestmentIncomeAmt
Total Tax$2,737TotalTaxAmt
Distributable Before Adj$98,764DistributableBeforeAdjAmt
Distributable Before Ded$98,764DistributableBeforeDedAmt
Distributable As Adjusted$98,764DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$117,834ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$117,834QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$117,834AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,764DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$21,999ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$85,542ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,970ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,349ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$158,860TotalExcessDistributionCyovAmt
Qualifying Distributions$117,834QualifyingDistributionsAmt
Applied To Current Year$98,764AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,070RemainingDistriFromCorpusAmt
Total Corpus$177,930TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$21,999ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$155,931ExcessDistriCyovToNextYrAmt
Excess From Year3$85,542ExcessFromYear3Amt
Excess From Year2$15,970ExcessFromYear2Amt
Excess From Year1$35,349ExcessFromYear1Amt
Excess From Current Year$19,070ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONSERVATION LAW FOUNDATION INC
62 SUMMER STBOSTONMA02110N/APCSenior Fellows Program$50,000
GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC
1320 COMMERCE ST STE APETALUMACA94954N/APCEquine Care and Scholarship Support Fund$5,000
MAKER EDUCATION INITIATIVE
1808 5TH STBERKELEYCA94710N/APCGeneral & Unrestricted$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$339ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,397ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$168,015ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$206,751ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,751TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS PORTFOLIO$19,867$30,526
DFA EMERGING MARKETS VALUE POR$15,288$25,213
DFA FIVE YEAR GLOBAL FIXED INC$274,297$269,316
DFA INFLATION PROTECTED SECURI$108,606$119,551
DFA INTERNATIONAL REAL ESTATE$30,252$31,793
DFA INTERNATIONAL SMALL CAP VA$46,036$59,256
DFA INTERNATIONAL VALUE PORTFO$277,494$346,156
DFA REAL ESTATE SECURITIES POR$29,392$53,813
DFA U.S. LARGE CAP VALUE PORTF$159,663$244,594
DFA U.S. MICRO CAP PORTFOLIO$60,799$90,937
DFA U.S. SMALL CAP VALUE PORTF$189,017$244,852
DFA US LARGE COMPANY PORTFOLIO$111,037$269,611
SPDR PORTFOLIO AGGREGATE BOND$370,267$370,210

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$39,465StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$41,583StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$12,774$12,774
State or Local Filing Fees$60$60

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$9,830Amt
Net Investment Income$9,830NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2020$2,400
990-PF Excise Tax for 2019$1,052

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.