TRISH JOY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: TRISH JOY FOUNDATION (EIN 46-1403949)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-11-15
IRS object ID: 201613209349104146
Schema version: 2015v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Corp Stock Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-11-15T18:32:11-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	953387333	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GREENBERG AND JACKSON CPAS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1480 COLORADO BLVD STE 200	AddressLine1Txt
City	EAGLE ROCK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	900412369	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461403949	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BOB & TRISH DUGGAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BOB&	BusinessNameControlTxt
Phone	7275013407	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	616 DRUID ROAD EAST	AddressLine1Txt
City	CLEARWATER	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33756	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT DUGGAN	PersonNm
Person Title	DIRECT/PRES	PersonTitleTxt
Phone	4084104667	PhoneNum
Signature	2016-11-15	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRADFORD N BERNSTEIN CPA	PreparerPersonNm
PTIN	P01352523	PTIN
Phone	8182493230	PhoneNum
Preparation	2016-11-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$59,240,000	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$58,550,000	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$58,550,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$0	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$58,550,000	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Corporate Stock EOY	$58,550,000	CorporateStockEOYAmt
Corporate Stock EOYFMV	$59,240,000	CorporateStockEOYFMVAmt
Total Assets EOY	$58,550,000	TotalAssetsEOYAmt
Total Assets EOYFMV	$59,240,000	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted EOY	$58,550,000	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances EOY	$58,550,000	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$58,550,000	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Excess Revenue Over Expenses	$58,550,000	ExcessRevenueOverExpensesAmt
Subtotal	$58,550,000	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$58,550,000	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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	NV	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
Individual With Books	JOANN MIRALDA	IndividualWithBooksNm
Phone	7275013407	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	616 DRUID ROAD EAST	AddressLine1Txt
City	CLEARWATER	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33756	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
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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT DUGGAN
616 DRUID ROAD EAST	CLEARWATER	FL	33756	DIRECT/PRES	1.00	$0	$0	$0
PATRICIA DUGGAN
616 DRUID ROAD EAST	CLEARWATER	FL	33756	DIRECTOR/VP	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$59,240,000	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$59,240,000	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$59,240,000	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$888,600	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$58,351,400	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,917,570	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,917,570	MinimumInvestmentReturnAmt
Distributable Before Adj	$2,917,570	DistributableBeforeAdjAmt
Distributable Before Ded	$2,917,570	DistributableBeforeDedAmt
Distributable As Adjusted	$2,917,570	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,917,570	DistributableAsAdjustedAmt
Undistributed Income CY	$2,917,570	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RYAN FLAKE	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	616 DRUID ROAD EAST	AddressLine1Txt
City	CLEARWATER	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33756	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	9494223626	RecipientPhoneNum
Form And Info And Materials	APPLICATIONS FOR CONTRIBUTIONS FROM SCIENTOLOGY AND RELATED SOCIAL BETTERMENT ORGANIZATIONS SHOULD BE WRITTEN, STATE THE AMOUNT OF THE REQUESTED DONATION AND SHOULD BRIEFLY STATE THE INTENDED CHARITABLE USE OF THE CONTRIBUTION.	FormAndInfoAndMaterialsTxt
Submission Deadlines	THERE ARE NO SUBMISSION DEADLINES FOR SCIENTOLOGY OR RELATED SOCIAL BETTERMENT ORGANIZATIONS.	SubmissionDeadlinesTxt
Restrictions On Awards	THE FOUNDATION RESTRICTS ITS CONTRIBUTIONS TO 501(C) ORGANIZATIONS THAT ARE CHURCHES OF SCIENTOLOGY AND AFFILIATES SOCIAL BETTERMENT ORGANIZATIONS.	RestrictionsOnAwardsTxt

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 AND PATRICIA DUGGAN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	616 DRUID ROAD EAST	AddressLine1Txt
City	CLEARWATER	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33756	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$58,550,000	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	1,000,000 SHARES ABBVIE, INC	NoncashPropertyDesc
Fair Market Value	$58,550,000	FairMarketValueAmt
Received	2015-12-24	ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	1,000,000 SHARES ABBVIE, INC.	StockNm
EOY Book Value	$58,550,000	EOYBookValueAmt
EOYFMV	$59,240,000	EOYFMVAmt

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