THE BLACK DOG PRIVATE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE BLACK DOG PRIVATE FOUNDATION INC (EIN 20-1266221)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-21
- IRS object ID
- 201521119349100612
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-21T15:43:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 201266221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Black Dog Private Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David L Mahoney | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,389,677 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $181,891 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $626,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $371,998 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $321,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $391,820 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,435 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,435 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,314 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,618 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $447,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $447,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $465,704 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $457,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $389,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $514,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $385,095 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $385,095 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,018,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,003,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,004,582 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,533,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,388,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,389,677 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,533,410 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,388,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,533,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,388,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,533,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,388,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,533,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,442 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,388,968 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,388,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $626,023 | GrossSalesPriceAmt |
| Cost Or Other Basis | $254,025 | CostOrOtherBasisAmt |
| Gain Or Loss | $371,998 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $371,998 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $371,998 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $393,092 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,318,549 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.298125 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $295,993 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,051,338 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.281539 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $231,712 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,233,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.187906 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $342,124 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,038,849 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.32933 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $177,416 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,031,959 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.171922 | DistributionYr5Rt |
| Total Distribution | 1.268822 | TotalDistributionRt |
| Average Distribution | 0.253764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,423,069 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $361,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,894 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $365,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $457,955 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,894 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,894 | SubtotalAmt |
| Tax Based On Investment Income | $3,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $494 | TaxDueAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Winnifred Ellis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| David L Mahoney | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,045,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $399,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,444,740 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,444,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,671 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,423,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,894 | TotalTaxAmt |
| Distributable Before Adj | $67,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $457,955 | 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 | $457,955 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,894 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $454,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,259 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $126,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $292,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $173,671 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $251,920 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $332,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,176,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $457,955 | QualifyingDistributionsAmt |
| Applied To Current Year | $67,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $390,696 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,567,606 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $126,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,441,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $292,696 | ExcessFromYear4Amt |
| Excess From Year3 | $173,671 | ExcessFromYear3Amt |
| Excess From Year2 | $251,920 | ExcessFromYear2Amt |
| Excess From Year1 | $332,593 | ExcessFromYear1Amt |
| Excess From Current Year | $390,696 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID L MAHONEY | ContributingManagerNm |
| Contributing Manager | WINNIFRED ELLIS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIM HIGH FOR HIGH SCHOOL | |||||||
| 2030 HARRISON ST 3RD FL | SAN FRANCISCO | CA | 94110 | N/A | PC | General and Unrestricted | $1,000 |
| BARTH SYNDROME FOUNDATION INC | |||||||
| PO BOX 618 | LARCHMONT | NY | 10538 | N/A | PC | in memory of Will McCurdy, for the Will McCurdy "Until Barth Is Cured" Fund | $1,500 |
| BOSTON COLLEGE TRUSTEES | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | Mahoney Family Scholarship Fund | $10,000 |
| BREASTCANCERORG | |||||||
| 7 E LANCASTER AVE 3RD FL | ARDMORE | PA | 19003 | N/A | PC | General and Unrestricted | $2,000 |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | |||||||
| 2015 STEINER ST | SAN FRANCISCO | CA | 94115 | N/A | PC | Woman's Board/Debutante Ball | $3,500 |
| CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN | |||||||
| 180 HOWARD ST STE 100 | SAN FRANCISCO | CA | 94105 | N/A | PC | General and Unrestricted | $500 |
| COMMON SENSE MEDIA | |||||||
| 650 TOWNSEND ST STE 435 | SAN FRANCISCO | CA | 94103 | N/A | PC | General and Unrestricted | $250 |
| DREW SCHOOL | |||||||
| 2901 CALIFORNIA ST | SAN FRANCISCO | CA | 94115 | N/A | PC | Annual Fund | $18,000 |
| DREW SCHOOL | |||||||
| 2901 CALIFORNIA ST | SAN FRANCISCO | CA | 94115 | N/A | PC | Auction scholarship donation and Annual Fund | $8,587 |
| DREW SCHOOL | |||||||
| 2901 CALIFORNIA ST | SAN FRANCISCO | CA | 94115 | N/A | PC | Debt Pay Off Campaign | $25,000 |
| DREW SCHOOL | |||||||
| 2901 CALIFORNIA ST | SAN FRANCISCO | CA | 94115 | N/A | PC | New Roots Capital Campaign | $15,000 |
| FRIENDS & FOUNDATION OF THE SAN FRANCISCO PUBLic | |||||||
| 710 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Branching Out Program | $250 |
| GEYSERVILLE VOLUNTEER FIREFIGHTERS ASSOCIATION INC | |||||||
| PO BOX 1042 | GEYSERVILLE | CA | 95441 | N/A | PC | General and Unrestricted | $1,000 |
| HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY | |||||||
| PO BOX 1025 | HEALDSBURG | CA | 95448 | N/A | PC | General and Unrestricted | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General and Unrestricted | $25,000 |
| LEGAL SERVICES FOR CHILDREN INC | |||||||
| 1254 MARKET ST FL 3 | SAN FRANCISCO | CA | 94102 | N/A | PC | General and Unrestricted | $250 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER RD FORT CRONKHITE | SAUSALITO | CA | 94965 | N/A | PC | General and Unrestricted | $1,000 |
| MERCY CORPS | |||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | N/A | PC | Board Matching Fund | $25,000 |
| MERCY CORPS | |||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | N/A | PC | CEO's Social Innovation Fund | $25,000 |
| MILO FOUNDATION | |||||||
| PO BOX 6625 | ALBANY | CA | 94706 | N/A | PC | General and Unrestricted | $500 |
| OUTWARD BOUND CALIFORNIA | |||||||
| 1539 PERSHING DR | SAN FRANCISCO | CA | 94129 | N/A | PC | Annual Fund | $30,000 |
| OUTWARD BOUND CALIFORNIA | |||||||
| 1539 PERSHING DR | SAN FRANCISCO | CA | 94129 | N/A | PC | City Skyline Challenge Program | $5,000 |
| PRINCETON UNIVERSITY | |||||||
| GIFT RECORDS BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | Class of 1975 Annual Giving Fund | $500 |
| SAN FRANCISCO CAMERAWORK INC | |||||||
| 1011 MARKET ST 2ND FL | SAN FRANCISCO | CA | 94103 | N/A | PC | General and Unrestricted | $1,000 |
| SAN FRANCISCO CHILD ABUSE PREVENTION CENTER | |||||||
| 1757 WALLER ST | SAN FRANCISCO | CA | 94117 | N/A | PC | General and Unrestricted | $2,500 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | General and Unrestricted | $500 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 172 MINNA ST | SAN FRANCISCO | CA | 94105 | N/A | PC | Black Dog Private Foundation Exhibition Fund | $200,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 172 MINNA ST | SAN FRANCISCO | CA | 94105 | N/A | PC | Gift funds | $32,500 |
| TEACH FOR AMERICA INC | |||||||
| 22 4TH ST 7TH FL | SAN FRANCISCO | CA | 94103 | N/A | PC | General and Unrestricted | $10,000 |
| TRUSTEES OF MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | N/A | PC | MHC Art Museum Friends of Art Program | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $447,337 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,753 | 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 | $119,549 | 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 | $139,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,371 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | D L Mahoney W C Ellis 1998 fami | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | D L Mahoney 121 Jordan Ave | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $181,891 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PANDORA MEDIA INC. P, 2744 sh. | $63,592 | 2014-10-22 |
| 1 | TETRAPHASE PHARMACEUTICALS INC TTPH, 300 sh. | $3,658 | 2014-04-02 |
| 1 | ACELRX PHARMACEUTICALS INC ACRX, 1299 sh. | $15,335 | 2014-04-02 |
| 1 | PANDORA MEDIA INC. P, 2824 sh. | $99,306 | 2014-03-11 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COHEN & STEERS INSTITUTION | $19,500 | $24,587 |
| CORCEPT THERAPEUTICS INC. | $315,374 | $224,999 |
| DFA EMERGING MARKETS CORE EQ P | $94,239 | $95,239 |
| DFA INTERNATIONAL SMALL CAP VA | $16,828 | $19,264 |
| DFA INTERNATIONAL VALUE PORTFO | $43,965 | $50,150 |
| DFA U.S. LARGE CAP VALUE PORTF | $9,487 | $17,677 |
| DFA U.S. SMALL CAP VALUE PORTF | $12,561 | $17,009 |
| FIDELITY FLOATING RATE HIGH IN | $7,000 | $6,792 |
| GOLDMAN SACHS PREASSIGNED 3814 | $27,413 | $19,092 |
| HARBOR FDS INTL FD | $50,000 | $45,655 |
| ISHARES S&P 500 INDEX FD | $65,410 | $95,367 |
| JPMORGAN HIGH YIELD BOND FUND | $13,000 | $12,272 |
| PIMCO TOTAL RETURN FUND | $100,000 | $97,949 |
| SPDR DJ WILSHIRE INT | $18,895 | $21,159 |
| SPDR S&P 500 ETF TRUST | $33,558 | $71,117 |
| UBS E-TRACS ALERIAN MLP INFRAS | $57,968 | $52,009 |
| VANGUARD FTSE ALL-WORLD EX-US | $26,663 | $46,626 |
| VANGUARD INFLATION-PROTECTED S | $16,000 | $15,806 |
| VANGUARD TOTAL BOND MARKET IND | $27,000 | $27,234 |
| VANGUARD TOTAL INT ST IDX-AD | $14,012 | $14,585 |
| WHV INTERNATIONAL EQUITY FUND | $35,000 | $29,994 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $10,593 | $10,593 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,435 | Amt |
| Net Investment Income | $2,435 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $3,400 |
| 990-PF Extension for 2013 | $1,914 |
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