THE BLACK DOG PRIVATE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE BLACK DOG PRIVATE FOUNDATION INC (EIN 20-1266221)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202003149349101755
- Schema version
- 2019v5.1
- 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 | 2020-11-09T16:56:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203145000024 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,616,441 | 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 | $454,772 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $962 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $656,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $572,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $497,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $608,124 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,745 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,745 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,864 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,773 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,773 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $261,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $605,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $494,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $494,456 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,153,784 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,039,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,121,985 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,272,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,534,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,616,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,272,215 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,534,204 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,272,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,534,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,272,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,534,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,272,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $261,989 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,534,204 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,534,204 | 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 | $656,153 | GrossSalesPriceAmt |
| Cost Or Other Basis | $83,352 | CostOrOtherBasisAmt |
| Gain Or Loss | $572,801 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $572,801 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $572,801 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $363,980 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,212,576 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.300171 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $535,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,452,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.36898 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $508,680 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,911,429 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.266126 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $568,942 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,995,410 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.285125 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $454,061 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,423,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.319072 | DistributionYr5Rt |
| Total Distribution | 1.539474 | TotalDistributionRt |
| Average Distribution | 0.307895 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,513,794 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $466,090 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,054 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $472,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $224,773 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,108 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,108 | SubtotalAmt |
| Tax Based On Investment Income | $12,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,010 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,410 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $302 | OverpaymentAmt |
| Applied To ES Tax | $302 | 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 | $1,095,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $441,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,536,847 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,536,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,513,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,108 | TotalTaxAmt |
| Distributable Before Adj | $63,582 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,582 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,582 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,773 | 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 | $224,773 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $224,773 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,582 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $390,696 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $482,078 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $418,480 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $465,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $307,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,063,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $224,773 | QualifyingDistributionsAmt |
| Applied To Current Year | $63,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $161,191 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,225,190 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $390,696 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,834,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $482,078 | ExcessFromYear4Amt |
| Excess From Year3 | $418,480 | ExcessFromYear3Amt |
| Excess From Year2 | $465,024 | ExcessFromYear2Amt |
| Excess From Year1 | $307,721 | ExcessFromYear1Amt |
| Excess From Current Year | $161,191 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF SAN FRANCISCO ANIMAL CARE AND CONTROL | |||||||
| 1200 15TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | The new animal shelter campaign to name a Dog Co-Housing Room | $10,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| BLDG 201 FORT MASON | SAN FRANCISCO | CA | 94123 | N/A | PC | Youth Intern programs (from Trails Forever dinner) | $5,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $25,000 |
| MERITUS COLLEGE FUND | |||||||
| 1650 LOS GAMOS DR STE 110 | SAN RAFAEL | CA | 94903 | N/A | PC | Scholarship FUND | $2,000 |
| MERITUS COLLEGE FUND | |||||||
| 1650 LOS GAMOS DR STE 110 | SAN RAFAEL | CA | 94903 | N/A | PC | MERITUS SCHOLAR FUND | $2,000 |
| OUTWARD BOUND CALIFORNIA | |||||||
| PO BOX 29632 | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $40,000 |
| OUTWARD BOUND CALIFORNIA | |||||||
| PO BOX 29632 | SAN FRANCISCO | CA | 94129 | N/A | PC | planning and construction of the Bay Area challenge course as part of the BOUNDLESS Campaign | $100,000 |
| TEACH FOR AMERICA INC - BAY AREA | |||||||
| 685 MARKET ST STE 500 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $10,000 |
| TRUSTEES OF MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | N/A | PC | Community Center Renovation and Construction ProjECT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,000 | 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 | $962 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,361 | 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 | $7,276 | 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 | $42,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,599 | 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 | $454,772 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | FRESHPET INC FRPT, 9390 sh. | $400,906 | 2019-04-23 |
| 1 | FRESHPET INC FRPT, 965 sh. | $53,866 | 2019-12-17 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASPIRIANT DEFENSIVE ALLOCATION | $212,283 | $221,664 |
| ASPIRIANT RISK MANAGED GLOBAL | $239,164 | $286,707 |
| DFA EMERGING MARKETS CORE EQ P | $35,986 | $41,923 |
| DFA EMERGING MARKETS VALUE POR | $42,713 | $41,243 |
| DFA INTERNATIONAL CORE EQUITY | $46,988 | $53,921 |
| DOUBLELINE TOTAL RETURN BOND | $118,586 | $116,695 |
| METROPOLITAN WEST RETURN BOND | $151,743 | $153,802 |
| SPDR S&P 500 ETF TRUST | $4,657 | $13,196 |
| VANGAURD HIGH-YIELD CORPORATE | $44,406 | $45,553 |
| VANGUARD GLOBAL EX-US REAL EST | $5,450 | $6,027 |
| VANGUARD SF REIT ETF | $5,263 | $6,217 |
| VANGUARD SMALL-CAP VALUE ETF | $17,069 | $18,093 |
| VANGUARD TOTAL BOND MARKET IND | $115,440 | $116,944 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $10,748 | $10,748 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,745 | Amt |
| Net Investment Income | $2,745 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $4,400 |
| 990-PF Excise Tax for 2018 | $3,464 |
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