THE GORDON AND RUTH DOUGHTERY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE GORDON AND RUTH DOUGHTERY FOUNDATION (EIN 95-4642848)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-08
IRS object ID
201521289349101702
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-08T19:43:07-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908010087ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954642848EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GORDON AND RUTH DOUGHERTY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone5624241621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRAIG DOUGHERTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5624241621PhoneNum
Signature2015-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONITA M JOSEPHPreparerPersonNm
PTINP00286656PTIN
Phone5624351191PhoneNum
Preparation2015-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$841,572FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$24,348DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,348DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,509NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$383,485GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,509CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$107,857TotalRevAndExpnssAmt
Total Net Invst Incm$107,857TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,175AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,572OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,572OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$925TaxesRevAndExpnssAmt
Taxes Net Invst Incm$336TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,847TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,083TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,425ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,425ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,272TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,083TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,425TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$51,585ExcessRevenueOverExpensesAmt
Net Investment Income$98,774NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$275CashBOYAmt
Cash EOY$8,812CashEOYAmt
Cash EOYFMV$8,812CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,353SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,278SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,278SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$27,628CorporateStockBOYAmt
Corporate Stock EOY$20,664CorporateStockEOYAmt
Corporate Stock EOYFMV$53,522CorporateStockEOYFMVAmt
Other Investments BOY$745,643OtherInvestmentsBOYAmt
Other Investments EOY$787,546OtherInvestmentsEOYAmt
Other Investments EOYFMV$774,960OtherInvestmentsEOYFMVAmt
Total Assets BOY$787,899TotalAssetsBOYAmt
Total Assets EOY$821,300TotalAssetsEOYAmt
Total Assets EOYFMV$841,572TotalAssetsEOYFMVAmt
Loans From Officers BOY$18,100LoansFromOfficersBOYAmt
Total Liabilities BOY$18,100TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$769,799RetainedEarningBOYAmt
Retained Earning EOY$821,300RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$769,799TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$821,300TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$787,899TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$821,300TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$769,799TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$51,585ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$821,384SubtotalAmt
Other Decreases$84OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$821,300TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$26,118$26,203-$85-$85
PUBLICLY TRADED SECURITIESP$163,230$127,271$35,959$35,959
PUBLICLY TRADED SECURITIESP$186,649$146,502$40,147$40,147
CAPITAL GAINS DIVIDENDSP$7,488$7,488$7,488
FieldValueIRS element (for citing)
Capital Gain Net Income$83,509CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$60,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$880,717NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.068921DistributionYr1Rt
Adjusted Qlfy Distri Yr2$95,169AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$892,940NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.106579DistributionYr2Rt
Adjusted Qlfy Distri Yr3$100,095AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$964,360NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.103794DistributionYr3Rt
Adjusted Qlfy Distri Yr4$97,840AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$975,278NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.100320DistributionYr4Rt
Adjusted Qlfy Distri Yr5$86,001AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$880,756NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.097645DistributionYr5Rt
Total Distribution0.477259TotalDistributionRt
Average Distribution0.095452AverageDistributionRt
Net Vl Noncharitable Assets$865,413NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$82,605AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$988NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$83,593AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,425QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,975InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,975SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,975TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$12EsPenaltyAmt
Tax Due$1,987TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5624351191PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CRAIG DOUGHERTY
PO BOX 7277LONG BEACHCA90807TRUSTEE0.50$0$0$0
THOMAS A RAMSEY
200 OCEANGATE SUITE 400LONG BEACHCA90802TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$859,092AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,500AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$878,592TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$878,592AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,179CashDeemedCharitableAmt
Net Vl Noncharitable Assets$865,413NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,271MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,271MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,975TaxBasedOnInvestmentIncomeAmt
Total Tax$1,975TotalTaxAmt
Distributable Before Adj$41,296DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,296DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,296DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,425ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,425QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,425AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,296DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$86,250ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$98,087ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$100,305ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$95,400ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,238ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$397,280TotalExcessDistributionCyovAmt
Qualifying Distributions$45,425QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,296AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,129RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$401,409TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$86,250ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$315,159ExcessDistriCyovToNextYrAmt
Excess From Year4$98,087ExcessFromYear4Amt
Excess From Year3$100,305ExcessFromYear3Amt
Excess From Year2$95,400ExcessFromYear2Amt
Excess From Year1$17,238ExcessFromYear1Amt
Excess From Current Year$4,129ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCRAIG DOUGHERTYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE GORDON RUTH DOUGHTERY FOUNDATIORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90807ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5624241621RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONE SPECIFIEDSubmissionDeadlinesTxt
Restrictions On AwardsNONE SPECIFIEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
1710 WEBSTER STREETOAKLANDCA94612NONEPCCANCER RESEARCH & AWARENESS$5,000
BOYS & GIRLS CLUB
3635 LONG BEACH BLVDLONG BEACHCA90807NONEPCAFTER SCHOOL PROGRAMS FOR YOUNG PEOPLE$5,000
GRAND VISION FOUNDATION
434 WEST 6TH STREETSAN PEDROCA90731NONEPCREVITALIZE COMMUNITY THROUGH PERFORMING ARTS$2,500
LONG BEACH ROTARY FOUNDATION
1119 QUEENS HIGHWAY 103LONG BEACHCA90802NONEPCSCHOLARSHIPS$5,000
YMCA
3605 LONG BEACH BLVD STE 210LONG BEACHCA90807NONEPCHEALTHY LIVING$11,600
IN DEED & TRUTH MINISTRIES
PO BOX 4355COSTA MESACA92628NONEPCMEDICAL$2,500
ALZHEIMER & FAMILY SERVICES CENTER
9451 INDIANAPOLIS AVENUEHUNTINGTON BEACHCA92646NONEPCDAILY CARE FOR INDIVIDUALS DIAGNOSED WITH DIMENTIA$400
MUSICAL THEATRE WEST
4350 EAST 7TH STREETLONG BEACHCA90804NONEPCMUSICAL THEATRE PROGRAM$1,250
RANCHO LOS CERRITOS FOUNDATION
4600 VIRGINA ROADLONG BEACHCA90807NONEPCPRESERVATION OF CULTURAL HERITAGE$1,000
RONALD MCDONALD HOUSE OF LONG BEACH
500 EAST 27TH STREETLONG BEACHCA90806NONEPCCAMP FOR CHILDREN WITH CANCER$2,500
LONG BEACH LIBRARY FOUNDATION
101 PACIFIC AVENUELONG BEACHCA90802NONEPCSUPPORT OF LONG BEACH PUBLIC LIBRARY$2,675
SEDGWICK RESERVE
3566 BRINKERHOFF ROADSANTA YNEZCA93460NONEPCNATURAL RESERVE$1,000
LONG BEACH SYMPHONY
555 EAST OCEAN BLVD SUITE 106LONG BEACHCA90802NONEPCSUPPORT FOR ARTS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,425TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,348ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,509ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$107,857ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,857TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,350Amt
Net Investment Income$1,175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE GORDON AND RUTH DOUGHERTY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED:__________________________________________NAME AND TITLE:_____________________________________________ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY - COMMON STOCKStockNm
EOY Book Value$20,664EOYBookValueAmt
EOYFMV$53,522EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$787,546BookValueAmt
EOYFMV$774,960EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDISALLOWED CAPITAL LOSSES DUE TO WASH SALE RULESDesc
Amt$84Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY ACCOUNT FEESCategoryTxt
Amt$7,572Amt
Net Investment Income$7,572NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE$10$0$0
FOREIGN TAXES WITHHELD ON DIVIDENDS$336$336$0
FEDERAL EXCISE TAX$574$0$0
PENALTIES$5$0$0

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