THELMA DOELGER TR FOR ANIMALS: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THELMA DOELGER TR FOR ANIMALS (EIN 94-3318485)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-11
- IRS object ID
- 202023169349101147
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T11:41:55-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841980623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 POST STREET STE 200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943318485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THELMA DOELGER TRUST FOR ANIMALS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEL | BusinessNameControlTxt |
| Phone | 5104650900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 OAK STREET SUITE 318 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL M GORDON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5104650900 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD FAHEY | PreparerPersonNm |
| PTIN | P00194561 | PTIN |
| Phone | 4157774488 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.211.29.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 17:51:22 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A48766DF4860FE68A5E574E438A8447D4A165775 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F89A06D3B277BB3C71DE14EC38888D21DBF569A | 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 | $9,544,129 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $188,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $400,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,460,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $400,795 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $589,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $589,384 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,595 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,595 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,601 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,700 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,474 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,474 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $388,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $577,284 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $445,252 | CashBOYAmt |
| Cash EOY | $707,550 | CashEOYAmt |
| Cash EOYFMV | $707,550 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,108,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,027,148 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,836,579 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,553,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,734,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,544,129 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,553,286 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,734,698 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,553,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,734,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,553,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,734,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,553,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,412 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,734,698 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,734,698 | 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 | $1,460,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,059,205 | CostOrOtherBasisAmt |
| Gain Or Loss | $400,795 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $400,795 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $400,795 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $384,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,087,180 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $526,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,023,868 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058390 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $407,457 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,472,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048090 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $424,658 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,116,415 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052321 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $377,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,643,793 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043617 | DistributionYr5Rt |
| Total Distribution | 0.244721 | TotalDistributionRt |
| Average Distribution | 0.048944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,375,972 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $458,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,773 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $464,671 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $388,970 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,546 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,546 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,626 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THELMADOELGERTRUSTFORANIMALS.ORG | WebsiteAddressTxt |
| Individual With Books | PAUL M GORDON | IndividualWithBooksNm |
| Phone | 5104650900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 OAK STREET SUITE 318 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL M GORDON | ||||||||
| 1516 OAK STREET SUITE 318 | ALAMEDA | CA | 94501 | TRUSTEE | 4.00 | $30,000 | $0 | $0 |
| PEGGY BURKS | ||||||||
| 1516 OAK STREET SUITE 318 | ALAMEDA | CA | 94501 | TRUSTEE | 4.00 | $30,000 | $0 | $0 |
| KATHERINE DOELGER | ||||||||
| 1516 OAK STREET SUITE 318 | ALAMEDA | CA | 94501 | TRUSTEE | 4.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,954,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $563,803 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,518,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,518,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,375,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $468,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,546 | TotalTaxAmt |
| Distributable Before Adj | $457,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $457,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $457,253 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $388,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $388,970 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $388,970 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $457,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $146,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $388,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $146,945 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,025 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $215,228 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL M GORDON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 OAK STREET SUITE 318 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5104650900 | RecipientPhoneNum |
| Form And Info And Materials | SEE INFORMATION REGARDING GRANT APPLICATION AT THE FOLLOWING LINKS: HTTP://THELMADOELGERTRUSTFORANIMALS.ORG/TDTAGRANTAPP2016.PDF | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO OR FOR THE USE OR OTHER BENEFIT OF SUCH CHARITABLE ORGANIZATIONS WHICH ARE DEDICATED TO THE CARE AND MAINTENANCE OF ANIMALS AND/OR THE PREVENTION OF CRUELTY TO ANIMALS, AND WHICH ARE OPERATING WITHIN THE STATE OF CALIFORNIA AND SUBJECT TO THE JURISDICTION OF THE ATTORNEY GENERAL OF THE STATE OF CALIFORNIA. GRANTEES MUST BE TAX-EXEMPT ORGANIZATIONS UNDER THE IRC SECTION 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAT TOWN | |||||||
| 2869 BROADWAY | OAKLAND | CA | 94611 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | NONE | PC | GENERAL SUPPORT | $10,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | NONE | PC | SUPPORT OF "RAPTORS ARE THE SOLUTION" PROJECT | $5,000 |
| EAST BAY SPCA | |||||||
| 8323 BALDWIN STREET | OAKLAND | CA | 94621 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GOLD COUNTRY WILDLIFE RESCUE | |||||||
| 3221 RIPPEY ROAD 300 | LOOMIS | CA | 95650 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HUMANE SOCIETY OF TRUCKEE-TAHOE | |||||||
| 10961 STEVENS LANE | TRUCKEE | CA | 96161 | NONE | PC | GENERAL SUPPORT | $20,000 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | NONE | PC | GENERAL SUPPORT | $50,000 |
| MUTTVILLE | |||||||
| PO BOX 410207 | SAN FRANCISCO | CA | 94141 | NONE | PC | GENERAL SUPPORT | $30,000 |
| PEPPERWOOD FOUNDATION | |||||||
| 2130 PEPPERWOOD PRESERVE ROAD | SANTA ROSA | CA | 95404 | NONE | PC | GENERAL SUPPORT | $15,000 |
| PLACER SPCA | |||||||
| 150 CORPORATION YARD ROAD | ROSEVILLE | CA | 95678 | NONE | PC | GENERAL SUPPORT | $40,000 |
| SIERRA WILDLIFE RESCUE | |||||||
| 777 PLEASANT VALLEY ROAD | DIAMOND SPRINGS | CA | 95619 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF THE ALAMEDA ANIMAL SHELTER | |||||||
| 1590 FORTMANN WAY | ALAMEDA | CA | 94501 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CONSERVATION EARTH INC | |||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SONOMA HUMANE SOCIETY | |||||||
| 5345 CA-12 | SANTA ROSA | CA | 95407 | NONE | PC | GENERAL SUPPORT | $25,000 |
| TOWN CATS OF MORGAN HILL | |||||||
| 195 SAN PEDRO AVENUE | MORGAN HILL | CA | 95037 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HUMBOLDT SPAYNEUTER NETWORK | |||||||
| 2606 MYRTLE AVENUE | EUREKA | CA | 95501 | NONE | PC | GENERAL SUPPORT | $7,500 |
| BUTTE HUMANE SOCIETY | |||||||
| 2580 FAIR STREET | CHICO | CA | 95928 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,589 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $400,795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $589,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $589,384 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,400 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $7,027,148 | EOYBookValueAmt |
| EOYFMV | $8,836,579 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,607 | $0 | $1,607 |
| POSTAGE AND DELIVERY | $213 | $0 | $213 |
| OFFICE SUPPLIES | $43 | $0 | $43 |
| FILING AND OTHER FEES | $739 | $0 | $739 |
| TELEPHONE & COMPUTER EXPENSES | $1,372 | $0 | $1,372 |
| MEMBERSHIP DUES | $2,500 | $0 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,601 | $0 | $3,601 |
| FEDERAL TAXES | $6,702 | $0 | $0 |
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