BETA

THE BLACK DOG PRIVATE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE BLACK DOG PRIVATE FOUNDATION INC (EIN 20-1266221)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-08
IRS object ID
201911289349101051
Schema version
2018v3.1
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)
Return2019-05-08T13:41:09-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201266221EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Black Dog Private Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBLACBusinessNameControlTxt
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)
PersonDAVID MAHONEYPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-04-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520191275000043FederalOriginalSubmissionId
Federal Original Submission Id2019-05-07FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC971FC33BAF52379132A0473611089A0DAEC697AtSubmissionCreationDeviceId
At Submission Filing Device Id8776116A3220F8F92B6869340FF540F084420A8BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,253,359FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$360,211ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$369InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$369InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,371DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,371DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,229NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$227,751GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$192,674CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$395,180TotalRevAndExpnssAmt
Total Net Invst Incm$221,414TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,912OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,912OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,981OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,980OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,693TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,913TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,980TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$354,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$354,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$367,693TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,913TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$363,980TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,487ExcessRevenueOverExpensesAmt
Net Investment Income$218,501NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$265,633SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$118,431SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$118,431SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$979,095CorporateStockBOYAmt
Corporate Stock EOY$1,153,784CorporateStockEOYAmt
Corporate Stock EOYFMV$1,134,928CorporateStockEOYFMVAmt
Total Assets BOY$1,244,728TotalAssetsBOYAmt
Total Assets EOY$1,272,215TotalAssetsEOYAmt
Total Assets EOYFMV$1,253,359TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,244,728RetainedEarningBOYAmt
Retained Earning EOY$1,272,215RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,244,728TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,272,215TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,244,728TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,272,215TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,244,728TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,487ExcessRevenueOverExpensesAmt
Subtotal$1,272,215SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,272,215TotNetAstOrFundBalancesEOYAmt

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$227,751GrossSalesPriceAmt
Cost Or Other Basis$35,077CostOrOtherBasisAmt
Gain Or Loss$192,674GainOrLossAmt
Gains Minus Excess Or Losses$192,674GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$192,674CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$535,848AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,452,242NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.36898DistributionYr1Rt
Adjusted Qlfy Distri Yr2$508,680AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,911,429NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.266126DistributionYr2Rt
Adjusted Qlfy Distri Yr3$568,942AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,995,410NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.285125DistributionYr3Rt
Adjusted Qlfy Distri Yr4$454,061AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,423,069NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.319072DistributionYr4Rt
Adjusted Qlfy Distri Yr5$393,092AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,318,549NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.298125DistributionYr5Rt
Total Distribution1.537428TotalDistributionRt
Average Distribution0.307486AverageDistributionRt
Net Vl Noncharitable Assets$1,212,576NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$372,850AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,185NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$375,035AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$363,980QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,370InvestmentIncomeExciseTaxAmt
Subtotal$4,370SubtotalAmt
Tax Based On Investment Income$4,370TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$906EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$906TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$3,464TaxDueAmt

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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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
Winnifred Ellis
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
David L Mahoney
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$1,064,657AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$166,385AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,231,042TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,231,042AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,466CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,212,576NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,629MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,629MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,370TaxBasedOnInvestmentIncomeAmt
Total Tax$4,370TotalTaxAmt
Distributable Before Adj$56,259DistributableBeforeAdjAmt
Distributable Before Ded$56,259DistributableBeforeDedAmt
Distributable As Adjusted$56,259DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$363,980ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$363,980QualifyingDistributionsAmt
Adjusted Qualifying Distri$363,980AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,259DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr5$332,593ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$390,696ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$482,078ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$418,480ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$465,024ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,088,871TotalExcessDistributionCyovAmt
Qualifying Distributions$363,980QualifyingDistributionsAmt
Applied To Current Year$56,259AppliedToCurrentYearAmt
Remaining Distri From Corpus$307,721RemainingDistriFromCorpusAmt
Total Corpus$2,396,592TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$332,593ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,063,999ExcessDistriCyovToNextYrAmt
Excess From Year4$390,696ExcessFromYear4Amt
Excess From Year3$482,078ExcessFromYear3Amt
Excess From Year2$418,480ExcessFromYear2Amt
Excess From Year1$465,024ExcessFromYear1Amt
Excess From Current Year$307,721ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDavid L MahoneyContributingManagerNm
Contributing ManagerWinnifred EllisContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRESNO H O P E ANIMAL FOUNDATION
5490 W SPRUCE AVEFRESNOCA93722N/APCCentral Valley Humane Project$25,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BLDG 201 FORT MASONSAN FRANCISCOCA94123N/APCParks for All Fund$5,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$25,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCArts Content Center of KQED Campaign 21$50,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCEndowment Fund$25,000
MERITUS COLLEGE FUND
PO BOX 29024SAN FRANCISCOCA94129N/APCscholarship FUND$2,000
MERITUS COLLEGE FUND
PO BOX 29024SAN FRANCISCOCA94129N/APCMeritus scholar FUND$2,000
OUTWARD BOUND CALIFORNIA
1016 LINCOLN BLVD STE 316SAN FRANCISCOCA94129N/APCGeneral & Unrestricted$40,000
OUTWARD BOUND CALIFORNIA
1016 LINCOLN BLVD STE 316SAN FRANCISCOCA94129N/APCOutward Bound For Veterans Program$7,000
OUTWARD BOUND CALIFORNIA
1016 LINCOLN BLVD STE 316SAN FRANCISCOCA94129N/APCplanning and construction of the Bay Area challenge course$100,000
SAFE & SOUND
1757 WALLER STSAN FRANCISCOCA94117N/APCGeneral & Unrestricted$5,000
SAFE & SOUND
1757 WALLER STSAN FRANCISCOCA94117N/APC100 Percent Campaign$25,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 3RD STSAN FRANCISCOCA94103N/APCGeneral & Unrestricted$12,000
TEACH FOR AMERICA INC - BAY AREA
940 HOWARD STSAN FRANCISCOCA94103N/APCGeneral & Unrestricted$10,000
THE PHILANTHROPY WORKSHOP INC
110 E 25TH STNEW YORKNY10010N/APCBettering the World Campaign$1,000
TRUSTEES OF MOUNT HOLYOKE COLLEGE
50 COLLEGE STSOUTH HADLEYMA01075N/APCCommunity Center renovation and construction Project$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$354,000TotalGrantOrContriPdDurYrAmt

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$369ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,371ExclusionAmt
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$6,229ExclusionAmt
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$34,969ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,969TotalIncomeProducingActyAmt

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
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMahoney DavidContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1121 Jordan AveAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Total Contributions$360,211TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1FRESHPET INC FRPT, 6900 sh.$205,1032018-07-30
1FRESHPET INC FRPT, 4302$155,1082018-12-19

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ASPIRIANT DEFENSIVE ALLOCATION$202,283$196,427
ASPIRIANT RISK MANAGED GLOBAL$233,164$251,055
DFA EMERGING MARKETS CORE EQ P$31,986$33,188
DFA EMERGING MARKETS VALUE POR$38,713$34,624
DFA INTERNATIONAL CORE EQUITY$56,851$56,505
DOUBLELINE TOTAL RETURN BOND$106,086$102,243
FRESHPET INC$155,109$138,352
METROPOLITAN WEST RETURN BOND$136,743$131,393
SPDR S&P 500 ETF TRUST$4,657$10,247
UBS E-TRACS ALERIAN MLP INFRAS$25,133$25,503
VANGAURD HIGH-YIELD CORPORATE$44,406$41,502
VANGUARD GLOBAL EX-US REAL EST$5,450$5,346
VANGUARD SF REIT ETF$5,263$4,996
VANGUARD TOTAL BOND MARKET IND$107,940$103,547

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets.The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:During the taxable year ending December 31, 2018, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $354,000. This amount represents 25% or more of the Foundation's net assets of $1,331,603 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution.The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$9,955$9,955
Bank Charges$1$1
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$2,912Amt
Net Investment Income$2,912NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2018CategoryTxt
Amt$800Amt

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