THE GORDON AND RUTH DOUGHTERY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE GORDON AND RUTH DOUGHTERY FOUNDATION (EIN 95-4642848)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-03-29
IRS object ID
201830889349101213
Schema version
2017v2.2
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)
Return2018-03-29T18:27:49-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908010087ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954642848EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GORDON AND RUTH DOUGHERTYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone5624241621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRAIG DOUGHERTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5624241621PhoneNum
Signature2018-02-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONITA M JOSEPHPreparerPersonNm
PTINP00286656PTIN
Phone5624351191PhoneNum
Preparation2018-02-24PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$840,076FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$105,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$24,222DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,222DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,209NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$107,358GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34,209CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$328OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$328OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$163,759TotalRevAndExpnssAmt
Total Net Invst Incm$58,759TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,720OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,720OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$393TaxesRevAndExpnssAmt
Taxes Net Invst Incm$295TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,863TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,390TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,291ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,291ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$90,154TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,390TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$80,291TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$73,605ExcessRevenueOverExpensesAmt
Net Investment Income$50,369NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,001CashBOYAmt
Cash EOY$2,139CashEOYAmt
Cash EOYFMV$2,139CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,085SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,947SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,947SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$104,620CorporateStockBOYAmt
Corporate Stock EOY$81,939CorporateStockEOYAmt
Corporate Stock EOYFMV$170,898CorporateStockEOYFMVAmt
Other Investments BOY$579,214OtherInvestmentsBOYAmt
Other Investments EOY$655,486OtherInvestmentsEOYAmt
Other Investments EOYFMV$632,092OtherInvestmentsEOYFMVAmt
Total Assets BOY$700,920TotalAssetsBOYAmt
Total Assets EOY$774,511TotalAssetsEOYAmt
Total Assets EOYFMV$840,076TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$700,920RetainedEarningBOYAmt
Retained Earning EOY$774,511RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$700,920TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$774,511TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$700,920TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$774,511TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$700,920TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$73,605ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$774,525SubtotalAmt
Other Decreases$14OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$774,511TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$2,549$2,476$73$73
PUBLICLY TRADED SECURITIES$43,513$39,488$4,025$4,025
PUBLICLY TRADED SECURITIES$48,448$31,185$17,263$17,263
CAPITAL GAINS DIVIDENDS$12,848$12,848$12,848P
FieldValueIRS element (for citing)
Capital Gain Net Income$34,209CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$62,207AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$719,159NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.086500DistributionYr1Rt
Adjusted Qlfy Distri Yr2$75,659AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$782,095NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.096739DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,425AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$865,413NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052489DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$880,717NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068921DistributionYr4Rt
Adjusted Qlfy Distri Yr5$95,169AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$892,940NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.106579DistributionYr5Rt
Total Distribution0.411228TotalDistributionRt
Average Distribution0.082246AverageDistributionRt
Net Vl Noncharitable Assets$796,337NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$65,496AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$504NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$66,000AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$80,291QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$504InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$504SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$504TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$120EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$120TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$384TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5624351191PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
CRAIG DOUGHERTY
PO BOX 7277LONG BEACHCA90807TRUSTEE0.50$0$0$0
THOMAS A RAMSEY
200 OCEANGATE SUITE 400LONG BEACHCA90802TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$759,590AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,874AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$808,464TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$808,464AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,127CashDeemedCharitableAmt
Net Vl Noncharitable Assets$796,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,817MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,817MinimumInvestmentReturnAmt
Tax Based On Investment Income$504TaxBasedOnInvestmentIncomeAmt
Total Tax$504TotalTaxAmt
Distributable Before Adj$39,313DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$39,313DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$39,313DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$80,291ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$80,291QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$504PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$79,787AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,313DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$95,400ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,238ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,129ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,836ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,455ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$180,058TotalExcessDistributionCyovAmt
Qualifying Distributions$80,291QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,313AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,978RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$221,036TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$95,400ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$125,636ExcessDistriCyovToNextYrAmt
Excess From Year4$17,238ExcessFromYear4Amt
Excess From Year3$4,129ExcessFromYear3Amt
Excess From Year2$36,836ExcessFromYear2Amt
Excess From Year1$26,455ExcessFromYear1Amt
Excess From Current Year$40,978ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCRAIG DOUGHERTYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE GORDON RUTH DOUGHTERY FOUNDATIORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5624241621RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONE SPECIFIEDSubmissionDeadlinesTxt
Restrictions On AwardsNONE SPECIFIEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
936 PINE AVENUELONG BEACHCA90813NONEPCGENERAL SUPPORT$7,150
ANNUNCIATION CATHOLIC SCHOOL
995 N WEST STANAHEIMCA92801NONEPCGENERAL SUPPORT$1,000
AUTISM PARTNERSHIP FOUNDATION
200 MARINA DRIVESEAL BEACHCA90740NONEPCGENERAL SUPPORT$1,000
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAYLONG BEACHCA90802NONEPCSUPPORT - PACIFIC VISIONS EXPANSION$2,500
BOYS & GIRLS CLUB OF LONG BEACH
3635 LONG BEACH BLVDLONG BEACHCA90807NONEPCGENERAL SUPPORT$4,250
FISHER HOUSE SOUTHERN CALIFORNIA
400 WEST OCEAN BLVD NO 2403LONG BEACHCA90802NONEPCGENERAL SUPPORT$2,500
GRAND VISION FOUNDATION
434 WEST 6TH STREETSAN PEDROCA90731NONEPCGENERAL SUPPORT$6,450
HISTORICAL SOCIETY OF LONG BEACH
4260 ATLANTIC BOULEVARDLONG BEACHCA90807NONEPCSUPPORT - HISTORICAL TOUR$1,000
IN DEED & TRUTH MINISTRIES
PO BOX 4355COSTA MESACA92628NONEPCGENERAL SUPPORT$2,750
LONG BEACH LIBRARY FOUNDATION
101 PACIFIC AVENUELONG BEACHCA90802NONEPCGENERAL SUPPORT$2,500
LONG BEACH ROTARY CHARITABLE FOUNDATION
400 OCEANGATE SUITE 470LONG BEACHCA90802NONEPCSUPPORT - LEGACY PROJECT AND ROTARY READS$12,700
LONG BEACH ROTARY SCHOLARSHIP FOUNDATION
400 OCEANGATE SUITE 470LONG BEACHCA90801NONEPCSCHOLARSHIPS$235
LONG BEACH SYMPHONY ORCHESTRA
249 E OCEAN BLVD SUITE 200LONG BEACHCA90802NONEPCGENERAL SUPPORT$13,961
MUSICAL THEATRE WEST
4350 EAST 7TH STREETLONG BEACHCA90804NONEPCGENERAL SUPPORT$500
PENINSULA BEACH PRESERVATION GROUP
PO BOX 3535LONG BEACHCA90803NONEPCGENERAL SUPPORT$500
ST ANTHONY HIGH SCHOOL
620 OLIVE AVENUELONG BEACHCA90802NONEPCGENERAL SUPPORT$1,000
YMCA OF GREATER LONG BEACH
3605 LONG BEACH BLVD SUITE 210LONG BEACHCA90807NONEPCGENERAL SUPPORT$20,295
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,291TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,222ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$328ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$34,209ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$58,759ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,759TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CRAIG R DOUGHERTYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
FieldValueIRS element (for citing)
Total Contributions$105,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,750Amt
Net Investment Income$1,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE GORDON AND RUTH DOUGHERTY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED:__________________________________________NAME AND TITLE:_____________________________________________ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY - COMMON STOCKStockNm
EOY Book Value$81,939EOYBookValueAmt
EOYFMV$170,898EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$655,486BookValueAmt
EOYFMV$632,092EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDISALLOWED CAPITAL LOSSES DUE TO WASH SALE RULESDesc
Amt$14Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$328RevenueAndExpensesPerBooksAmt
Net Investment Income$328NetInvestmentIncomeAmt
Adjusted Net Income$328AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY ACCOUNT FEESCategoryTxt
Amt$6,720Amt
Net Investment Income$6,720NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FTB FILING FEE$10$0$0
CALIFORNIA ATTORNEY GENERAL$25$0$0
FEDERAL ESTIMATED TAXES$63$0$0
FOREIGN TAXES WITHHELD ON DIVIDENDS$295$295$0

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