THELMA DOELGER TR FOR ANIMALS: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THELMA DOELGER TR FOR ANIMALS (EIN 94-3318485)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-27
- IRS object ID
- 202513009349101116
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-27T16:32:29-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263789391 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMB2 LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 LARKSPUR LANDING CIR STE 200 | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949391750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943318485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THELMA DOELGER TRUST FOR ANIMALS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEL | BusinessNameControlTxt |
| Phone | 5104650900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 OAK ST STE 318 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL GORDON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5104650900 | PhoneNum |
| Signature | 2025-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHIRLEY CHEN-BLUM | PreparerPersonNm |
| PTIN | P00835113 | PTIN |
| Phone | 4159251120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,793,901 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,563 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,563 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $276,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $460,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $780,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $460,598 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $741,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $741,864 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,158 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,016 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,142 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,501 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,501 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,074 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,037 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,037 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,480 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,779 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,925 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,925 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $556,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $531,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $185,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $717,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $674,168 | CashBOYAmt |
| Cash EOY | $834,541 | CashEOYAmt |
| Cash EOYFMV | $834,541 | CashEOYFMVAmt |
| Other Assets BOY | $7,037,695 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,062,974 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,959,360 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,711,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,897,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,793,901 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,723,990 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,897,515 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,711,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,897,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,711,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,897,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,711,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $185,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,897,515 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,897,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2024-07-01 | $80,000 | $32,622 | $47,378 | $47,378 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2024-07-09 | $50,000 | $20,060 | $29,940 | $29,940 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2024-09-25 | $90,000 | $34,887 | $55,113 | $55,113 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2024-11-11 | $120,000 | $44,087 | $75,913 | $75,913 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2025-01-06 | $80,000 | $29,672 | $50,328 | $50,328 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2025-02-18 | $100,000 | $36,099 | $63,901 | $63,901 |
| VANGUARD SHORT TERM INVESTMENTS GRADE ADMIRAL | P | 2025-06-04 | $40,000 | $39,387 | $613 | $613 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2025-06-04 | $80,000 | $30,443 | $49,557 | $49,557 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2025-06-20 | $100,000 | $37,251 | $62,749 | $62,749 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2025-06-23 | $40,000 | $14,894 | $25,106 | $25,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $460,598 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,971 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,971 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,971 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,371 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THELMADOELGERTRUSTFORANIMALS.ORG | WebsiteAddressTxt |
| Individual With Books | PAUL M GORDON | IndividualWithBooksNm |
| Phone | 5104650900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 OAK STREET SUITE 318 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KATHERINE DOELGER | ||||||||
| 1516 OAK STREET SUITE 318 | ALAMEDA | CA | 94501 | TRUSTEE | 4.00 | $33,386 | $0 | $0 |
| MARGARET K BURKS | ||||||||
| 1516 OAK STREET SUITE 318 | ALAMEDA | CA | 94501 | TRUSTEE | 4.00 | $33,386 | $0 | $0 |
| PAUL M GORDON | ||||||||
| 1516 OAK STREET SUITE 318 | ALAMEDA | CA | 94501 | TRUSTEE | 4.00 | $33,386 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,706,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $883,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,590,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,590,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,417,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $570,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $570,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,971 | TotalTaxAmt |
| Distributable Before Adj | $560,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $560,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $560,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $531,704 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $531,704 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $560,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $412,080 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $531,704 | QualifyingDistributionsAmt |
| Applied To Year1 | $412,080 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,624 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $441,255 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL M GORDON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 OAK STREET SUITE 318 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5104650900 | RecipientPhoneNum |
| Form And Info And Materials | SEE INFORMATION REGARDING GRANT APPLICATION AT THE FOLLOWING LINKS: HTTP://THELMADOELGERTRUSTFORANIMALS.ORG/TDTAGRANTAPP2016.PDF | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO OR FOR THE USE OR OTHER BENEFIT OF SUCH CHARITABLE ORGANIZATIONS WHICH ARE DEDICATED TO THE CARE AND MAINTENANCE OF ANIMALS AND/OR THE PREVENTION OF CRUELTY TO ANIMALS, AND WHICH ARE OPERATING WITHIN THE STATE OF CALIFORNIA AND SUBJECT TO THE JURISDICTION OF THE ATTORNEY GENERAL OF THE STATE OF CALIFORNIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMPASSION WITHOUT BORDERS | |||||||
| 1130 BUTLER AVE | SANTA ROSA | CA | 95407 | NONE | PC | GENERAL SUPPORT | $15,000 |
| WILDCARE | |||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PETS LIFELINE | |||||||
| 19686 8TH ST E | SONOMA | CA | 95476 | NONE | PC | GENERAL SUPPORT | $15,000 |
| FIX OUR FERALS | |||||||
| 910 SAN PABLO AVE | PINOLE | CA | 94564 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HUMANE SOCIETY OF TRUCKEE-TAHOE | |||||||
| 10961 STEVENS LN | TRUCKEE | CA | 96161 | NONE | PC | GENERAL SUPPORT | $35,000 |
| TRINITY ANIMAL SHELTER AUXILIARY | |||||||
| 570 MOUNTAIN VIEW ST | WEAVERVILLE | CA | 96093 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CAT TOWN | |||||||
| 2863 BROADWAY | OAKLAND | CA | 94611 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER RD | SAUSALITO | CA | 94965 | NONE | PC | GENERAL SUPPORT | $25,000 |
| PASADENA HUMANE | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | GENERAL SUPPORT | $25,000 |
| FRIENDS OF OAKLAND ANIMAL SERVICES | |||||||
| 1101 29TH AVE | OAKLAND | CA | 94601 | NONE | PC | GENERAL SUPPORT | $25,000 |
| PACIFIC WILDLIFE CARE | |||||||
| 1387 MAIN ST | MORRO BAY | CA | 93442 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM | |||||||
| 170 CAPP ST C | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $25,000 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| PO BOX 96041 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL SUPPORT | $20,000 |
| EAST BAY SPCA | |||||||
| 823 BALDWIN STREET | OAKLAND | CA | 94621 | NONE | PC | GENERAL SUPPORT | $20,000 |
| HUMANE SOCIETY OF SONOMA COUNTY | |||||||
| 5345 CA-12 | SANTA ROSA | CA | 95407 | NONE | PC | GENERAL SUPPORT | $50,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY 460 | BERKELEY | CA | 94704 | NONE | PC | GENERAL SUPPORT | $15,000 |
| VETS IN VANS | |||||||
| 1590 FORTMANN WAY | ALAMEDA | CA | 94501 | NONE | PC | GENERAL SUPPORT | $35,000 |
| HUMBOLDT SPAYNEUTER NETWORK | |||||||
| 2606 MYRTLE AVENUE | EUREKA | CA | 95501 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LINDSAY WILDLIFE EXPERIENCE | |||||||
| 1931 1ST AVE | WALNUT CREEK | CA | 94597 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NINE LIVES FOUNDATION | |||||||
| 3137 JEFFERSON AVENUE | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TOWN CATS OF MORGAN HILL | |||||||
| PO BOX 1828 | MORGAN HILL | CA | 95038 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTRA COSTA HUMANE SOCIETY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3341 VINCENT RD | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $6,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,563 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,703 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $460,598 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Related Or Exempt Function Incm | $25 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $741,864 | ExclusionAmt |
| Related Or Exempt Function Incm | $25 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $741,889 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | OTHER REVENUE CONSISTS OF REFUNDS AND REBATES RECEIVED IN THE NORMAL COURSE OF OUR ACTIVITIES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,074 | Amt |
| Net Investment Income | $4,037 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,037 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| BOY Book Value | $7,037,695 | BOYBookValueAmt |
| EOY Book Value | $7,062,974 | EOYBookValueAmt |
| EOYFMV | $10,959,360 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING AND OTHER FEES | $584 | $0 | $584 |
| INSURANCE | $2,019 | $0 | $2,019 |
| MEMBERSHIP DUES | $1,250 | $0 | $1,250 |
| LICENSES | $80 | $0 | $80 |
| SUPPLIES AND SMALL EQUIPMENT | $690 | $0 | $690 |
| POSTAGE AND DELIVERY | $31 | $0 | $31 |
| TELEPHONE AND COMPUTER EXPENSES | $1,644 | $0 | $1,644 |
| WEB SERVICES | $22 | $0 | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $10,480 | $10,480 | $0 |
| PAYROLL TAXES | $3,779 | $0 | $3,779 |
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