THE DOERING FAMILY FOUNDATION LTD: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE DOERING FAMILY FOUNDATION LTD (EIN 39-1805495)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-29
- IRS object ID
- 201511499349100006
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-29T11:27:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mowery & Schoenfeld LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Half Day Road Suite 250 | AddressLine1Txt |
| City | Lincolnshire | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391805495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Doering Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT E DOERING | InCareOfNm |
| Business Name Control | DOER | BusinessNameControlTxt |
| Phone | 9256729404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 Julpun Loop | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | Clayton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert E Doering | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7607778394 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth J McGrath | PreparerPersonNm |
| PTIN | P00090954 | PTIN |
| Phone | 7607778394 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,717,327 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,919 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $651,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,522 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,441 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $228 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $91 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $137 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,040 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,060 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,168 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,168 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,523 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $31,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,881 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,324 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $731 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,224 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,224 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,160,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,065,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,065,512 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $588,232 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $621,532 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $621,532 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,700 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,735 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,735 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,778,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,717,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,717,327 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,778,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,717,327 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,778,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,717,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,778,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,717,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,778,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,406 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,802,844 | SubtotalAmt |
| Other Decreases | $85,517 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,717,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CLEARY GULL #1440 LT NONCOVERED SEE ATTACHED | 2013-01-01 | 2014-12-31 | $136,526 | $102,285 | $34,241 | $34,241 | |
| CLEARY GULL #1440 ST COVERED SEE ATTACHED | 2014-01-01 | 2014-12-31 | $10,137 | $9,629 | $508 | $508 | |
| CLEARY GULL #1440 LT COVERED SEE ATTACHED | 2013-01-01 | 2014-12-31 | $83,424 | $86,367 | -$2,943 | -$2,943 | |
| CLEARY GULL #3164 LT NONCOVERED SEE ATTACHED | 2013-01-01 | 2014-12-31 | $192,778 | $191,395 | $1,383 | $1,383 | |
| CLEARY GULL #3164 ST COVERED SEE ATTACHED | 2014-01-01 | 2014-12-31 | $36,458 | $36,395 | $63 | $63 | |
| CLEARY GULL #01367 ST COVERED | 2014-01-01 | 2014-12-31 | $43,055 | $40,236 | $2,819 | $2,819 | |
| CLEARY GULL #01367 LT NONCOVERED | 2013-01-01 | 2014-12-31 | $121,780 | $79,474 | $42,306 | $42,306 | |
| CAPITAL GAIN DIVIDENDS | $27,145 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,522 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,682 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,718,746 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056833 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,217 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,635,134 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056397 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,156 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,669,030 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,372 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,635,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055252 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,532,951 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061199 | DistributionYr5Rt |
| Total Distribution | 0.280702 | TotalDistributionRt |
| Average Distribution | 0.05614 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,774,732 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,633 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,894 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,197 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,523 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,523 | SubtotalAmt |
| Tax Based On Investment Income | $2,523 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,731 | EstimatedPlusOvpmtIncmTxAmt |
| Backup Withholding Withheld | $16 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,747 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,224 | OverpaymentAmt |
| Applied To ES Tax | $3,224 | AppliedToESTaxAmt |
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 | WI | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E DOERING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9256729404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 JULPUN LOOP | AddressLine1Txt |
| City | Clayton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94517 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 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 E Doering | ||||||||
| 622 Julpun Loop | Clayton | CA | 94517 | President, Treasurer,Director | 2.0 | $0 | $0 | $0 |
| Margaret P Doering | ||||||||
| 622 Julpun Loop | Clayton | CA | 94517 | Vice Pres. Secretary, Director | 2.0 | $0 | $0 | $0 |
| Rick R Doering | ||||||||
| 189 Oldcastle Lane | Alameda | CA | 94502 | Director | 1.0 | $0 | $0 | $0 |
| Jayne D Sungail | ||||||||
| 3349 Oak Knoll | Redwood City | CA | 94062 | Director | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,765,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,218 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,801,758 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,801,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,774,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,523 | TotalTaxAmt |
| Distributable Before Adj | $86,214 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,214 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,214 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $99,197 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $99,197 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,214 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,300 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,300 | AppliedToYear1Amt |
| Applied To Current Year | $68,897 | 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 |
| Undistributed Income CY | $17,317 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E DOERING | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE DOERING FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 Julpun Loop | AddressLine1Txt |
| City | Clayton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9256729404 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST PROVIDING INFORMATION ON ORGANIZATION AND USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| John Muir Health Foundation | |||||||
| 1400 Treat Blvd Third Floor | Walnut creek | CA | 94596 | None | 501C-3 | General Purpose | $10,000 |
| Boys and Girls Clubs of Coachella Valley | |||||||
| 42-600 Cook Street Suite 120 | Palm Desert | CA | 92211 | NONE | 501C-3 | General Purpose | $3,000 |
| Martha's Village and Kitchen | |||||||
| 83791 Date Avenue | Indio | CA | 92201 | NONE | 501C-3 | General Purpose | $2,500 |
| The Salvation Army | |||||||
| PO Box 60009 | Prescott | AZ | 863046009 | NONE | 501C-3 | General Purpose | $2,500 |
| Jeanne McCue - Bosnia Relief | |||||||
| POBox 17438 | WhiteFish Bay | WI | 53217 | NONE | 501C-3 | General purpose | $2,000 |
| Hidden Harvest | |||||||
| POBox 266 | Coachella | CA | 92236 | NONE | 5013-3 | General purpose | $2,000 |
| Guide Dogs of the Desert International | |||||||
| PO Box 1692 | Palm Spring | CA | 92263 | NONE | 501C-3 | General purpose | $2,000 |
| Smile Train | |||||||
| POBox 96246 | Washington | DC | 200906246 | NONE | 501C-3 | General purpose | $2,500 |
| FISH | |||||||
| POBox 116 | Coachella | CA | 92236 | NONB | 501C-3 | General purpose | $2,500 |
| Galilee Center | |||||||
| PO Box 308 | Mecca | CA | 93354 | NONE | 501C-3 | General purpose | $2,000 |
| ACMNP- A Christian Ministry in the National Parks | |||||||
| 10 Justins Way | Freeport | ME | 04032 | NONE | 501C-3 | General purpose | $1,000 |
| CROP - Wisconsin | |||||||
| 4408 Winnequah Road | Madison | WI | 53717 | NONE | 501C-3 | General purpose | $1,000 |
| Hass School of Business - UC Berkeley | |||||||
| 545 Student Services | Berkeley | CA | 94720 | NONE | 501C-3 | General purpose | $3,000 |
| Community Employment Services | |||||||
| 1242 Market Street | San Francisco | CA | 94102 | NONE | 501C-3 | General purpose | $3,000 |
| Building Futures with Women & Children | |||||||
| 1395 Bancroft Avenue | San Leandro | CA | 94577 | NONE | 501C-3 | General purpose | $2,000 |
| Wardrobe for Opportunity | |||||||
| 570 14th Street Suite 5 | Oakland | CA | 94612 | NONE | 501C-3 | General purpose | $2,000 |
| TransCen Inc Worklink | |||||||
| 785 Market Street Ste 670 | San Francisco | CA | 94103 | NONE | 501C-3 | General purpose | $1,000 |
| Alameda Boys and Girls Club Inc | |||||||
| POBox 1069 | Alameda | CA | 94501 | NONE | 501C-3 | General purpose | $1,000 |
| Cope Family Center | |||||||
| 1340 4th Street | Napa | CA | 94559 | NONE | 501C-3 | General purpose | $2,000 |
| Alameda County Community Food Center | |||||||
| POBox 2599 | Oakland | CA | 94614 | NONE | 501C-3 | General purpose | $1,000 |
| Alameda Meals on Wheels | |||||||
| POBox 2534 | Alameda | CA | 94501 | NONE | 501C-3 | General purpose | $1,000 |
| Square Meals Project | |||||||
| 2607 Ellsworth Street | Berkeley | CA | 94704 | NONE | 501C-3 | General purpose | $1,000 |
| If Given a Chance | |||||||
| POBox 2607 | Napa | CA | 94558 | NONE | 501C-3 | General purpose | $2,000 |
| Child Advocates of Silicon Valley | |||||||
| 115 E Gish Road Suite 252 | San Jose | CA | 95112 | NONE | 501C-3 | General purpose | $2,000 |
| Second Harvest Food Bank - San Mateo County | |||||||
| 750 Curtner Avenue | San Jose | CA | 95125 | NONE | 501C-3 | General purpose | $2,000 |
| Job Train | |||||||
| 1200 OBrien Drive | Menlo Park | CA | 94025 | NONE | 501C-3 | General purpose | $1,500 |
| Chronicle Season of Sharing | |||||||
| 901 Mission Street | San Francisco | CA | 94103 | NONE | 501C-3 | General purpose | $2,000 |
| EPAK-East Palo Alto Kids Foundation | |||||||
| POBox 50542 | Palo Alto | CA | 94303 | NONE | 501C-3 | General purpose | $2,000 |
| Lucile Packard Children's Fund | |||||||
| 400 Hamilton Avenue Suite 340 | Palo Alto | CA | 94301 | NONE | 501C-3 | General purpose | $1,500 |
| Marine Science Institute | |||||||
| 500 Discovery Parkway | Redwood City | CA | 94063 | NONE | 501C-3 | General purpose | $1,000 |
| Redwood City Library Foundation | |||||||
| 1044 Middlefield Road | Redwood City | CA | 94063 | NONE | 501C-3 | General purpose | $1,000 |
| Pacific Skyline Council - BSA | |||||||
| 1150 Chess Drive | Foster City | CA | 94404 | NONE | 501C-3 | General purpose | $1,000 |
| Girls Scout of Northern California | |||||||
| 1650 Harbor Bay Parkway Ste 100 | Alameda | CA | 94502 | NONE | 501C-3 | General purpose | $1,000 |
| Family Connections | |||||||
| PO Box 358 | San Carloa | CA | 94070 | NONE | 501C-3 | General purpose | $1,500 |
| Sequoia HSEducation Foundation | |||||||
| 1201 Brewster Avenue | Redwood City | CA | 94062 | NONE | 501C-3 | General purpose | $2,500 |
| Boys & Girls Club of Napa Valley | |||||||
| 1515 Pueblo Street | Napa | CA | 94558 | NONE | 501C- 3 | General purpose | $1,000 |
| Community Resources for Children | |||||||
| 3299 Claremont Way - Suite 1 | Napa | CA | 94558 | NONE | 501C-3 | General purpose | $1,000 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road - Ste 300 | Jacksonville | FL | 32256 | NONE | 501C-3 | General purpose | $3,000 |
| CuriOdyssey at Coyote Point | |||||||
| 1651 Coyote Point Drive | San Mateo | CA | 94401 | NONE | 501C-3 | General purpose | $1,000 |
| Pacific Diversified Services | |||||||
| 223 San Anselmo Ave 1 | San Anselmo | CA | 94960 | none- 501(c)(3) | General Purpose | $3,000 | |
| My New Red Shoes | |||||||
| 330 Twin Dolphin Drive Ste 135 | Redwood City | CA | 94065 | none- 501(c)(3) | General Purpose | $2,500 | |
| Redwood City Education Fund | |||||||
| PO Box 3046 | Redwood City | CA | 94064 | none- 501(c)(3) | General Purpose | $1,000 | |
| Hospice of the East Bay | |||||||
| 3470 Buskirk Ave | Pleasant Hill | CA | 94523 | none- 501(c)(3) | General Purpose | $1,500 | |
| Bay Area Rescue Mission | |||||||
| PO Box 1112 | Richmond | CA | 94802 | none- 501(c)(3) | General Purpose | $2,500 | |
| CASA A Voice for Children | |||||||
| 1804 Soscol Ave Suite 202 | Napa | CA | 94559 | none- 501(c)(3) | General Purpose | $1,000 | |
| Project Read | |||||||
| 800 Alma Street | Menlo Park | CA | 94025 | none- 501(c)(3) | General Purpose | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $145,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,441 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,100 | Amt |
| Net Investment Income | $6,040 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,060 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $228 | LegalFeesAmt |
| Net Investment Income | $91 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $137 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $4,700 | BOYBookValueAmt |
| EOY Book Value | $3,735 | EOYBookValueAmt |
| EOYFMV | $3,735 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $85,517 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $13,168 | Amt |
| Net Investment Income | $13,168 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,523 | Amt |
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