DEMPSEY FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DEMPSEY FAMILY FOUNDATION (EIN 77-0529252)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-04
IRS object ID
201642179349100209
Schema version
2015v2.0
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)
Return2016-08-04T09:21:04-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1635 CAMPBELL TECHNOLOGY PKWYAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950085071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770529252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DEMPSEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEMPBusinessNameControlTxt
Phone6508541500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12180 SAND HILL ROAD SUITE 345AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEAL DEMPSEY IIIPersonNm
Person TitleExecutive DirecPersonTitleTxt
Signature2016-08-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGregory M LomazziPreparerPersonNm
PTINP00281327PTIN
Phone4085587500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$55,733FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$55,430ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$55,435TotalRevAndExpnssAmt
Total Net Invst Incm$5TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,865AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,865AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,510TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,445TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,945TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,776ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,776ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,221TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,721TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,786ExcessRevenueOverExpensesAmt
Net Investment Income$5NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,801CashBOYAmt
Cash EOY$23,010CashEOYAmt
Cash EOYFMV$23,010CashEOYFMVAmt
Sav And Temp Cash Invst BOY$51,610SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,615SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,615SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,336CorporateStockBOYAmt
Corporate Stock EOY$6,336CorporateStockEOYAmt
Corporate Stock EOYFMV$11,108CorporateStockEOYFMVAmt
Total Assets BOY$75,747TotalAssetsBOYAmt
Total Assets EOY$50,961TotalAssetsEOYAmt
Total Assets EOYFMV$55,733TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$75,747UnrestrictedBOYAmt
Unrestricted EOY$50,961UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$75,747TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,961TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$75,747TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,961TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$75,747TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,786ExcessRevenueOverExpensesAmt
Subtotal$50,961SubtotalAmt
Tot Net Ast Or Fund Balances EOY$50,961TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$107,613AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$84,600NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.27202DistributionYr1Rt
Adjusted Qlfy Distri Yr2$256,517AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$182,620NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.40465DistributionYr2Rt
Adjusted Qlfy Distri Yr3$57,794AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$73,432NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.78704DistributionYr3Rt
Adjusted Qlfy Distri Yr4$160,525AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$39,774NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.03593DistributionYr4Rt
Adjusted Qlfy Distri Yr5$170,698AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$64,440NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.64895DistributionYr5Rt
Total Distribution10.148584TotalDistributionRt
Average Distribution2.029717AverageDistributionRt
Net Vl Noncharitable Assets$101,605NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$206,229AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$206,229AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$77,721QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$1,822EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,822TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,822OverpaymentAmt
Applied To ES Tax$1,822AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LISA JADE WONGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6508541500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12180 SAND HILL ROAD SUITE 345AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
NEAL DEMPSEY III
2180 SAND HILL ROAD SUITE 345MENLO PARKCA94025Executive Direc1.00$0
JANET DEMPSEY
2180 SAND HILL ROAD SUITE 345MENLO PARKCA94025Secretary0.00$0
HEATHER DEMPSEY
2180 SAND HILL ROAD SUITE 345MENLO PARKCA94025Deputy Director1.00$0
SEAN DEMPSEY
2180 SAND HILL ROAD SUITE 345MENLO PARKCA94025Deputy Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,870AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$88,282AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$103,152TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$103,152AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,547CashDeemedCharitableAmt
Net Vl Noncharitable Assets$101,605NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,080MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,080MinimumInvestmentReturnAmt
Distributable Before Adj$5,080DistributableBeforeAdjAmt
Distributable Before Ded$5,080DistributableBeforeDedAmt
Distributable As Adjusted$5,080DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,721ExpensesAndContributionsAmt
Qualifying Distributions$77,721QualifyingDistributionsAmt
Adjusted Qualifying Distri$77,721AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,080DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$167,478ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$158,542ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$54,458ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$248,293ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$105,146ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$733,917TotalExcessDistributionCyovAmt
Qualifying Distributions$77,721QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$72,641RemainingDistriFromCorpusAmt
Total Corpus$806,558TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$167,478ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$639,080ExcessDistriCyovToNextYrAmt
Excess From Year4$158,542ExcessFromYear4Amt
Excess From Year3$54,458ExcessFromYear3Amt
Excess From Year2$248,293ExcessFromYear2Amt
Excess From Year1$105,146ExcessFromYear1Amt
Excess From Current Year$72,641ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNEAL DEMPSEY IIIContributingManagerNm
Contributing ManagerJANET DEMPSEYContributingManagerNm
Contributing ManagerHEATHER DEMPSEYContributingManagerNm
Contributing ManagerSEAN DEMPSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WILLIAMETTE UNIVERSITY
900 STATE STREETSALEMOR97301NONEPCIN HONOR OF HEATHER DEMPSEY SCHOLARSHIP$68,278
EMQ FAMILIES FIRST
251 LLEWELLYN AVECAMPBELLCA95008NONEPUBLICCHARITABLE$5,498
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,776TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAMETTE UNIVERSITYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1900 STATE STREETAddressLine1Txt
CitySALEMCityNm
State AbbreviationORStateAbbreviationCd
ZIP97301ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeIN HONOR OF HEATHER DEMPSEY SCHOLARSHIPGrantOrContributionPurposeTxt
Amt$100,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$100,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonNEAL JANET DEMPSEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12180 SAND HILL ROAD SUITE 345AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$55,430TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,865Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,865DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock303 SHS SEAGATE TECHNOLOGYStockNm
EOY Book Value$6,336EOYBookValueAmt
EOYFMV$11,108EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$70RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$70DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$2,500
STATE TAX$10$10

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