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DOLE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DOLE FAMILY FOUNDATION (EIN 38-3519399)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202131379349101633
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T14:42:11-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383519399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dole Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Margaret H DolaneInCareOfNm
Business Name ControlDOLEBusinessNameControlTxt
Phone2068548619PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 Boston Ave SE Ste B319AddressLine1Txt
CityGrand RapidsCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49506ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET H DOLANEPersonNm
Person TitleTreasurer VPPersonTitleTxt
Phone2068548619PhoneNum
Signature2021-05-17SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARGARETPersonFirstNm
Person LastDOLANEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$893,088FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$26InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,445DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,445DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$24,471TotalRevAndExpnssAmt
Total Net Invst Incm$24,471TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$171AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$171AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,310OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,310OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,481TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,481TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$89,081TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,081TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$64,610ExcessRevenueOverExpensesAmt
Net Investment Income$24,471NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,755CashBOYAmt
Cash EOY$15,882CashEOYAmt
Cash EOYFMV$15,882CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$505,292CorporateStockBOYAmt
Corporate Stock EOY$447,353CorporateStockEOYAmt
Corporate Stock EOYFMV$877,206CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$533,047TotalAssetsBOYAmt
Total Assets EOY$463,235TotalAssetsEOYAmt
Total Assets EOYFMV$893,088TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$533,047CapitalStockBOYAmt
Capital Stock EOY$463,235CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$533,047TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$463,235TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$533,047TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$463,235TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$533,047TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$64,610ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$468,437SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$468,437TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$6,587CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$340InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$340SubtotalAmt
Tax Based On Investment Income$340TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$560EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$560TotalPaymentsAndCreditsAmt
Overpayment$220OverpaymentAmt
Applied To ES Tax$220AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
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 Line1Margaret H DolaneBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2068548619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16739 Dibble Ave NWAddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP981175140ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ELIZABETH G DOLE
1919 Boston SE Ste B 319Grand RapidsMI49506President0.000$0
MARGARET H DOLANE
6739 Dibble Ave NWSeattleWA98117VPTreasurer0.000$0
ELIZABETH H DOLE
5697 Bunker Hill RdCentral LakeMI49622Secretary0.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$832,730AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$847,730TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$847,730AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,716CashDeemedCharitableAmt
Net Vl Noncharitable Assets$835,014NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,751MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,751MinimumInvestmentReturnAmt
Tax Based On Investment Income$340TaxBasedOnInvestmentIncomeAmt
Total Tax$340TotalTaxAmt
Distributable Before Adj$41,411DistributableBeforeAdjAmt
Distributable Before Ded$41,411DistributableBeforeDedAmt
Distributable As Adjusted$41,411DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,081ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$89,081QualifyingDistributionsAmt
Adjusted Qualifying Distri$89,081AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,411DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,974ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,670ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$54,669ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,923ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,720ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$247,956TotalExcessDistributionCyovAmt
Qualifying Distributions$89,081QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$47,670RemainingDistriFromCorpusAmt
Total Corpus$295,626TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$51,974ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$243,652ExcessDistriCyovToNextYrAmt
Excess From Year4$58,670ExcessFromYear4Amt
Excess From Year3$54,669ExcessFromYear3Amt
Excess From Year2$29,923ExcessFromYear2Amt
Excess From Year1$52,720ExcessFromYear1Amt
Excess From Current Year$47,670ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTANLEY F DOLEContributingManagerNm
Contributing ManagerELIZABETH G DOLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Torch Lake Conservation Center
PO Box 178AldenMI49612operations$500
Torch Lake Preservation Alliance
PO Box 706BellaireMI49615operations$500
Pride Foundation
2014 E Madison 300SeattleWA98122donor advised fund$1,000
Grand Traverse Regional Land Conservancy
3860 N Long Lake Rd Ste DTraverse CityMI49684operations$1,000
Planned Parenthood of Michigan
PO Box 3673Ann ArborMI48106operations$27,200
Population Media Center
30 Kimball Avenue Suite 302South BurlingtonVT05403operations$1,800
Land Conservancy of West Michigan
400 Ann Street NW Suite 102Grand RapidsMI495042053operations$1,500
World Wildlife Fund
P O Box 97180WashingtonDC200907180operations$12,000
Grand Traverse Regional Land Conservancy
3860 N Long Lake Rd Ste DTraverse CityMI49684donor advised fund 10k and capital campaign 18500$28,500
Nature Conservancy of Michigan
101 East Cesar Chavez AvenueLansingMI48906operations$5,000
Grass River Natural Area
6500 Alden HwyBellaireMI49615operations$5,000
Open & Affirming Coalition
700 Prospect AveClevelandOH44115operations$2,100
Three Lakes Association
PO Box 689BellaireMI49615operations$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,600TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categorytax softwareCategoryTxt
Amt$171Amt
Disbursements Charitable Prps$171DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRaymond James Investment AccountStockNm
EOY Book Value$447,353EOYBookValueAmt
EOYFMV$877,206EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Social Media$500$500
Warner Norcross legacy$150$150
CMF annual dues$660$660

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