THE GORDON AND RUTH DOUGHTERY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE GORDON AND RUTH DOUGHTERY FOUNDATION (EIN 95-4642848)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201611319349102031
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-10T18:50:57-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONITA M JOSEPHPreparerPersonNm
PTINP00286656PTIN
Phone5624351191PhoneNum
Preparation2016-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$724,880FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$22,967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,967DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$15,070NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$470,141GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,897TotalRevAndExpnssAmt
Total Net Invst Incm$22,967TotalNetInvstIncmAmt
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$2,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,275AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,134OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,134OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,518TaxesRevAndExpnssAmt
Taxes Net Invst Incm$442TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,202TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,851TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$90,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,851TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$82,105ExcessRevenueOverExpensesAmt
Net Investment Income$14,116NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,812CashBOYAmt
Cash EOY$1,385CashEOYAmt
Cash EOYFMV$1,385CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,278SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,416SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,416SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$20,664CorporateStockBOYAmt
Corporate Stock EOY$74,739CorporateStockEOYAmt
Corporate Stock EOYFMV$104,368CorporateStockEOYFMVAmt
Other Investments BOY$787,546OtherInvestmentsBOYAmt
Other Investments EOY$656,640OtherInvestmentsEOYAmt
Other Investments EOYFMV$615,711OtherInvestmentsEOYFMVAmt
Total Assets BOY$821,300TotalAssetsBOYAmt
Total Assets EOY$736,180TotalAssetsEOYAmt
Total Assets EOYFMV$724,880TotalAssetsEOYFMVAmt
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$821,300RetainedEarningBOYAmt
Retained Earning EOY$736,180RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$821,300TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$736,180TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$821,300TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$736,180TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$821,300TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$82,105ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$739,195SubtotalAmt
Other Decreases$3,015OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$736,180TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$199,816$211,679-$11,863-$11,863
PUBLICLY TRADED SECURITIESP$236,299$241,842-$5,543-$5,543
PUBLICLY TRADED SECURITIESP$29,470$31,690-$2,220-$2,220
CAPITAL GAINS DIVIDENDSP$4,556$4,556$4,556
FieldValueIRS element (for citing)
Capital Gain Net Income-$15,070CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,425AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$865,413NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052489DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$880,717NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.068921DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,169AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$892,940NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.106579DistributionYr3Rt
Adjusted Qlfy Distri Yr4$100,095AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$964,360NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.103794DistributionYr4Rt
Adjusted Qlfy Distri Yr5$97,840AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$975,278NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.100320DistributionYr5Rt
Total Distribution0.432103TotalDistributionRt
Average Distribution0.086421AverageDistributionRt
Net Vl Noncharitable Assets$782,095NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$67,589AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$141NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$67,730AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$141InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$141SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$141TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Overpayment$1,859OverpaymentAmt
Applied To ES Tax$160AppliedToESTaxAmt
Refund$1,699RefundAmt

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
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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$774,460AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,545AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$794,005TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$794,005AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,910CashDeemedCharitableAmt
Net Vl Noncharitable Assets$782,095NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,105MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,105MinimumInvestmentReturnAmt
Tax Based On Investment Income$141TaxBasedOnInvestmentIncomeAmt
Total Tax$141TotalTaxAmt
Distributable Before Adj$38,964DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$38,964DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$38,964DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$75,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$141PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$75,659AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,964DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$98,087ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$100,305ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$95,400ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,238ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,129ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$315,159TotalExcessDistributionCyovAmt
Qualifying Distributions$75,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,964AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,836RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$351,995TotalCorpusAmt
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$98,087ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$253,908ExcessDistriCyovToNextYrAmt
Excess From Year4$100,305ExcessFromYear4Amt
Excess From Year3$95,400ExcessFromYear3Amt
Excess From Year2$17,238ExcessFromYear2Amt
Excess From Year1$4,129ExcessFromYear1Amt
Excess From Current Year$36,836ExcessFromCurrentYearAmt

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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S FAMILY SERVICES CENTER
9451 INDIANAPOLIS AVENUEHUNTINGTON BEACHCA92646NONEPCDAILY CARE FOR INDIVIDUALS DIAGNOSED WITH DEMENTIA$500
AMERICAN CANCER SOCIETY
936 PINE AVENUELONG BEACHCA90813NONEPCCANCER RESEARCH & AWARENESS$10,000
ASK FOUNDATION
4399 LINDEN AVENUELONG BEACHCA90807NONEPCFINANCIAL SUPPORT - SPECIAL EVENT$500
ASSISTANCE LEAGUE OF LONG BEACH
6220 EAST SPRING STREETLONG BEACHCA90815NONEPCOPERATIONAL SUPPORT$1,000
BOYS & GIRLS CLUB OF LONG BEACH
3635 LONG BEACH BLVDLONG BEACHCA90807NONEPCAFTER SCHOOL PROGRAMS FOR YOUNG PEOPLE$6,000
GRAND VISION FOUNDATION
434 WEST 6TH STREETSAN PEDROCA90731NONEPCREVITALIZE COMMUNITY THROUGH PERFORMING ARTS$2,500
IN DEED & TRUTH MINISTRIES
PO BOX 4355COSTA MESACA92628NONEPCMEDICAL$2,500
LONG BEACH LIBRARY FOUNDATION
101 PACIFIC AVENUELONG BEACHCA90802NONEPCSUPPORT OF LONG BEACH PUBLIC LIBRARY$3,000
LONG BEACH SYMPHONY ORCHESTRA
249 E OCEAN BLVD SUITE 200LONG BEACHCA90802NONEPCSUPPORT FOR ARTS$25,000
PACIFIC COAST SAILING FOUNDATION
5489 E OCEAN BLVDLONG BEACHCA90803NONEPCSAILING, SPECIAL OLYMPICS$10,000
PENINSULA BEACH PRESERVATION GROUP
PO BOX 3535LONG BEACHCA90803NONEPCOPERATIONAL SUPPORT$1,000
ROTARY CLUB OF LONG BEACH
1119 QUEENS HIGHWAY SUITE 103LONG BEACHCA90802NONEPCSCHOLARSHIPS$3,200
YMCA OF GREATER LONG BEACH
3605 LONG BEACH BLVD SUITE 210LONG BEACHCA90807NONEPCHEALTHY LIVING$10,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,800TotalGrantOrContriPdDurYrAmt
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$22,967ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$15,070ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,897ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,897TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,550Amt
Net Investment Income$1,275NetInvestmentIncomeAmt
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$74,739EOYBookValueAmt
EOYFMV$104,368EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$656,640BookValueAmt
EOYFMV$615,711EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDISALLOWED CAPITAL LOSSES DUE TO WASH SALE RULESDesc
Amt$3,015Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY ACCOUNT FEESCategoryTxt
Amt$7,134Amt
Net Investment Income$7,134NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE$60$0$0
FOREIGN TAXES WITHHELD ON DIVIDENDS$442$442$0
FEDERAL EXCISE TAX$3,975$0$0
PENALTIES$41$0$0

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