THE DOERING FAMILY FOUNDATION LTD: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE DOERING FAMILY FOUNDATION LTD (EIN 39-1805495)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-29
- IRS object ID
- 201811499349100551
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-29T16:46:53-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mowery & Schoenfeld LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Half Day Road Suite 250 | AddressLine1Txt |
| City | Lincolnshire | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391805495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Doering Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT E DOERING | InCareOfNm |
| Business Name Control | DOER | BusinessNameControlTxt |
| Phone | 9256729404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 Julpun Loop | AddressLine1Txt |
| City | Clayton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E DOERING | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7607778394 | PhoneNum |
| Signature | 2018-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael A Deering | PreparerPersonNm |
| PTIN | P00871135 | PTIN |
| Phone | 8472478959 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,974,798 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $355,472 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,575 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,099,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $766,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,531 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $256 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $102 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $154 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,023 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,931 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $30,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $615,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,106 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,774 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,277 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,043 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $972,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,221,965 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,221,965 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $565,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $652,277 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $652,277 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,740 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,279 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,279 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,575,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,974,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,974,798 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,888 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,888 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,575,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,972,910 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,575,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,972,910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,575,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,974,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,575,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $615,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $78,834 | OtherIncreasesAmt |
| Subtotal | $2,269,901 | SubtotalAmt |
| Other Decreases | $296,991 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,972,910 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| CLEARY GULL #923-03167 | 2017-12-31 | $47,475 | $49,270 | -$1,795 | -$1,795 | |
| CLEARY GULL #923-03167 | 2017-12-31 | $131,705 | $103,882 | $27,823 | $27,823 | |
| CLEARY GULL #923-03167 (SEE ATTACHED) | 2017-12-31 | $11,252 | $2,712 | $8,540 | $8,540 | |
| CLEARY GULL #923-01440 (SEE ATTACHED) | 2017-12-31 | $89,321 | $87,837 | $1,484 | $1,484 | |
| CLEARY GULL #923-01440 | 2017-12-31 | $511,762 | $227,863 | $283,899 | $283,899 | |
| CLEARY GULL #923-01440 (SEE ATTACHED) | 2017-12-31 | $29,710 | $4,006 | $25,704 | $25,704 | |
| CLEARY GULL #923-03164 (SEE ATTACHED) | 2017-12-31 | $39,315 | $39,059 | $223 | $256 | |
| CLEARY GULL #923-03164 | 2017-12-31 | $175,522 | $178,482 | -$2,960 | -$2,960 | |
| CLEARY GULL #923-03164 (SEE ATTACHED) | 2017-12-31 | $35,581 | $35,489 | $92 | $92 | |
| CAPITAL GAIN DIVIDENDS | $27,946 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,956 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,839 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,576,774 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,631 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,690,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058933 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,197 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,774,732 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055894 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,682 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,718,746 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056833 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,635,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056397 | DistributionYr5Rt |
| Total Distribution | 0.290741 | TotalDistributionRt |
| Average Distribution | 0.058148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,749,105 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,931 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,104 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,931 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,931 | SubtotalAmt |
| Tax Based On Investment Income | $3,931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,043 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,043 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,112 | OverpaymentAmt |
| Applied To ES Tax | $4,112 | 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 | WI | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E DOERING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9256729404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 JULPUN LOOP | AddressLine1Txt |
| City | Clayton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94517 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Robert E Doering | ||||||||
| 622 Julpun Loop | Clayton | CA | 94517 | President, Treasurer,Director | 2.0 | $0 | $0 | $0 |
| Margaret P Doering | ||||||||
| 622 Julpun Loop | Clayton | CA | 94517 | Vice Pres. Secretary, Director | 2.0 | $0 | $0 | $0 |
| Rick R Doering | ||||||||
| 42 FAIRWAYS DRIVE | Napa | CA | 94558 | Director | 1.0 | $0 | $0 | $0 |
| Jayne D Sungail | ||||||||
| 3349 Oak Knoll | Redwood City | CA | 94062 | Director | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,707,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,010 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,775,741 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,775,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,749,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,931 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,931 | TotalTaxAmt |
| Distributable Before Adj | $83,524 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,524 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,104 | 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 | $129,104 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,931 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $125,173 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $83,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,580 | RemainingDistriFromCorpusAmt |
| Total Corpus | $65,726 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $65,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $20,146 | ExcessFromYear1Amt |
| Excess From Current Year | $45,580 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E DOERING | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE DOERING FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 Julpun Loop | AddressLine1Txt |
| City | Clayton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9256729404 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST PROVIDING INFORMATION ON ORGANIZATION AND USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St Jude Children's Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | 501C-3 | General Purpose | $4,000 |
| The Salvation Army | |||||||
| PO Box 60009 | Prescott | AZ | 863046009 | NONE | 501C-3 | General Purpose | $4,000 |
| Jeanne McCue - Bosnia Relief | |||||||
| POBox 17438 | WhiteFish Bay | WI | 53217 | NONE | 501C-3 | General purpose | $2,000 |
| Guide Dogs of the Desert International | |||||||
| PO Box 1692 | Palm Spring | CA | 92263 | NONE | 501C-3 | General purpose | $3,000 |
| Smile Train | |||||||
| POBox 96246 | Washington | DC | 200906246 | NONE | 501C-3 | General purpose | $4,000 |
| DAV (Disabled American Veterans | |||||||
| PO Box 14301 | Cincinnati | OH | 452500301 | NONB | 501C-3 | General purpose | $1,000 |
| ACMNP- A Christian Ministry in the National Parks | |||||||
| 10 Justins Way | Freeport | ME | 04032 | NONE | 501C-3 | General purpose | $1,000 |
| CROP - Wisconsin | |||||||
| 4408 Winnequah Road | Madison | WI | 53717 | NONE | 501C-3 | General purpose | $1,000 |
| Haas School of Business - UC Berkeley | |||||||
| 545 Student Services | Berkeley | CA | 94720 | NONE | 501C-3 | General purpose | $3,000 |
| Community Employment Services | |||||||
| 1242 Market Street | San Francisco | CA | 94102 | NONE | 501C-3 | General purpose | $4,000 |
| Building Futures with Women & Children | |||||||
| 1395 Bancroft Avenue | San Leandro | CA | 94577 | NONE | 501C-3 | General purpose | $2,000 |
| Wardrobe for Opportunity | |||||||
| 570 14th Street Suite 5 | Oakland | CA | 94612 | NONE | 501C-3 | General purpose | $2,500 |
| Cope Family Center | |||||||
| 1340 4th Street | Napa | CA | 94559 | NONE | 501C-3 | General purpose | $3,500 |
| Alameda County Community Food Center | |||||||
| POBox 2599 | Oakland | CA | 94614 | NONE | 501C-3 | General purpose | $2,000 |
| If Given a Chance | |||||||
| POBox 2607 | Napa | CA | 94558 | NONE | 501C-3 | General purpose | $3,500 |
| Child Advocates of Silicon Valley | |||||||
| 115 E Gish Road Suite 252 | San Jose | CA | 95112 | NONE | 501C-3 | General purpose | $3,000 |
| Second Harvest Food Bank - San Mateo County | |||||||
| 750 Curtner Avenue | San Jose | CA | 95125 | NONE | 501C-3 | General purpose | $3,500 |
| Job Train | |||||||
| 1200 OBrien Drive | Menlo Park | CA | 94025 | NONE | 501C-3 | General purpose | $3,000 |
| Chronicle Season of Sharing | |||||||
| 901 Mission Street | San Francisco | CA | 94103 | NONE | 501C-3 | General purpose | $3,500 |
| EPAK-East Palo Alto Kids Foundation | |||||||
| POBox 50542 | Palo Alto | CA | 94303 | NONE | 501C-3 | General purpose | $4,000 |
| Lucile Packard Children's Fund | |||||||
| 400 Hamilton Avenue Suite 340 | Palo Alto | CA | 94301 | NONE | 501C-3 | General purpose | $2,500 |
| Marine Science Institute | |||||||
| 500 Discovery Parkway | Redwood City | CA | 94063 | NONE | 501C-3 | General purpose | $1,000 |
| Redwood City Library Foundation | |||||||
| 1044 Middlefield Road | Redwood City | CA | 94063 | NONE | 501C-3 | General purpose | $2,500 |
| Pacific Skyline Council - BSA | |||||||
| 1150 Chess Drive | Foster City | CA | 94404 | NONE | 501C-3 | General purpose | $1,000 |
| Girls Scout of Northern California | |||||||
| 1650 Harbor Bay Parkway Ste 100 | Alameda | CA | 94502 | NONE | 501C-3 | General purpose | $2,000 |
| Family Connections | |||||||
| PO Box 358 | San Carloa | CA | 94070 | NONE | 501C-3 | General purpose | $3,500 |
| Sequoia HS Education Foundation | |||||||
| 1201 Brewster Avenue | Redwood City | CA | 94062 | NONE | 501C-3 | General purpose | $5,000 |
| Boys & Girls Club of Napa Valley | |||||||
| 1515 Pueblo Street | Napa | CA | 94558 | NONE | 501C- 3 | General purpose | $3,000 |
| Community Resources for Children | |||||||
| 3299 Claremont Way - Suite 1 | Napa | CA | 94558 | NONE | 501C-3 | General purpose | $3,500 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road - Ste 300 | Jacksonville | FL | 32256 | NONE | 501C-3 | General purpose | $4,000 |
| CuriOdyssey at Coyote Point | |||||||
| 1651 Coyote Point Drive | San Mateo | CA | 94401 | NONE | 501C-3 | General purpose | $1,000 |
| My New Red Shoes | |||||||
| 330 Twin Dolphin Drive Ste 135 | Redwood City | CA | 94065 | none- 501(c)(3) | General Purpose | $3,000 | |
| Redwood City Education Fund | |||||||
| PO Box 3046 | Redwood City | CA | 94064 | none- 501(c)(3) | General Purpose | $1,000 | |
| Hospice of the East Bay | |||||||
| 3470 Buskirk Ave | Pleasant Hill | CA | 94523 | none- 501(c)(3) | General Purpose | $3,000 | |
| Bay Area Rescue Mission | |||||||
| PO Box 1112 | Richmond | CA | 94802 | none- 501(c)(3) | General Purpose | $4,000 | |
| CASA A Voice for Children | |||||||
| 1804 Soscol Ave Suite 202 | Napa | CA | 94559 | none- 501(c)(3) | General Purpose | $3,500 | |
| Project Read | |||||||
| 800 Alma Street | Menlo Park | CA | 94025 | none- 501(c)(3) | General Purpose | $3,000 | |
| People with Disabilities Succeeding | |||||||
| 223 San Anselmo Ave Suite 1 | San Anselmo | CA | 94960 | none- 501(c)(3) | general purpose | $4,000 | |
| ParentsCan | |||||||
| 1909 Jefferson Street | Napa | CA | 94559 | none- 501(c)(3) | general purpose | $3,500 | |
| NapaLearns | |||||||
| 2121 Imola Avenue | Napa | CA | 94559 | none- 501(c)(3) | General Purpose | $4,000 | |
| Shriner's Hospital for Children | |||||||
| 2425 Stockton Blvd | Sacramento | CA | 95817 | none- 501(c)(3) | general purpose | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,575 | 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 | $370,956 | 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 | $410,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,531 | 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 | Robert E Doering | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 JULPUN LOOP | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $355,472 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 shs amazon.com inc | $96,957 | 2017-09-20 |
| 2 | 750 shs facebook inc | $128,910 | 2017-09-20 |
| 3 | 700 shs netflix com inc | $129,605 | 2017-09-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,750 | Amt |
| Net Investment Income | $6,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $256 | LegalFeesAmt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $154 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $2,740 | BOYBookValueAmt |
| EOY Book Value | $3,279 | EOYBookValueAmt |
| EOYFMV | $3,279 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR DONATED STOCK | Desc |
| Amt | $296,991 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $78,834 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,888 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,023 | Amt |
| Net Investment Income | $11,023 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,931 | Amt |
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