THELMA DOELGER TR FOR ANIMALS: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THELMA DOELGER TR FOR ANIMALS (EIN 94-3318485)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-07
- IRS object ID
- 201433119349100338
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-07T18:17:25-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264677183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADWAY SUITE 630 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943318485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THELMA DOELGER TRUST FOR ANIMALS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEL | BusinessNameControlTxt |
| Phone | 5104650900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 TELEGRAPH AVENUE NO 803 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 946122128 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL M GORDON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5104650900 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HYDEH GHAFFARI | PreparerPersonNm |
| PTIN | P01228587 | PTIN |
| Phone | 5108346542 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,903,971 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $256,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,676 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $563,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,406 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $283,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,698 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,698 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,554 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,554 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,028 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,014 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,014 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,592 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $781 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,843 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,843 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,078 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,078 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,373 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $317,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $317,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $502,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $430,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$219,300 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $437,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,394 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,245,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,418,021 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,858,577 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,682,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,463,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,903,971 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,682,715 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,463,415 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,682,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,463,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,682,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,463,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,682,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$219,300 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,463,415 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,463,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $562,447 | $537,294 | $25,153 | $25,153 |
| CAPITAL GAIN DIVIDENDS | P | $1,253 | $1,253 | $1,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,406 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,690 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,682,836 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039659 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $371,103 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,191,504 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $463,001 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,270,785 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063680 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $453,063 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,152,827 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $354,860 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,779,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052346 | DistributionYr5Rt |
| Total Distribution | 0.270628 | TotalDistributionRt |
| Average Distribution | 0.054126 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,305,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $449,550 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,157 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $451,707 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $430,060 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,417 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,417 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,103 | OverpaymentAmt |
| Applied To ES Tax | $2,103 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THELMADOELGERTRUSTFORANIMALS.ORG | WebsiteAddressTxt |
| Individual With Books | PAUL M GORDON | IndividualWithBooksNm |
| Phone | 5104650900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 TELEGRAPH AVENUE SUITE 803 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN DOELGER | ||||||||
| 1611 TELEGRAPH AVENUE SUITE 803 | OAKLAND | CA | 946122128 | TRUSTEE | 10.00 | $40,000 | $0 | $0 |
| PAUL M GORDON | ||||||||
| 1611 TELEGRAPH AVENUE SUITE 803 | OAKLAND | CA | 946122128 | TRUSTEE | 4.00 | $25,000 | $0 | $0 |
| MARGARET K BURKS | ||||||||
| 1611 TELEGRAPH AVENUE SUITE 803 | OAKLAND | CA | 946122128 | TRUSTEE | 4.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD C HOERTKORN & CO | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E SIR FRANCIS DRAKE BLVD SUITE | AddressLine1 |
| Address Line2 | 300 | AddressLine2 |
| City | LARKSPUR | City |
| State | CA | State |
| ZIP Code | 94939 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $54,592 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,341,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,432,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,432,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,305,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $415,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $415,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,314 | TotalTaxAmt |
| Distributable Before Adj | $410,967 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,967 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $430,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $430,060 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $430,060 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,967 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $184,715 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $430,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $184,715 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $245,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $165,622 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL M GORDON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 TELEGRAPH AVENUE SUITE 803 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 946122147 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5104650900 | RecipientPhoneNum |
| Form And Info And Materials | SEE INFORMATION REGARDING GRANT APPLICATION AT THE FOLLOWING LINKS: HTTP://THELMADOELGERTRUSTFORANIMALS.ORG/TDTAGRANTAPP2014.PDF HTTP://THELMADOELGERTRUSTFORANIMALS.ORG/TDTAGRANTAPP2014.DOCX | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO OR FOR THE USE OR OTHER BENEFIT OF SUCH CHARITABLE ORGANIZATIONS WHICH ARE DEDICATED TO THE CARE AND MAINTENANCE OF ANIMALS AND/OR THE PREVENTION OF CRUELTY TO ANIMALS, AND WHICH ARE OPERATING WITHIN THE STATE OF CALIFORNIA AND SUBJECT TO THE JURISDICTION OF THE ATTORNEY GENERAL OF THE STATE OF CALIFORNIA. GRANTEES MUST BE TAX-EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| WILDCARE | ||||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | NONE | PC | PLANNING AND BUILDING OF A NEW FACILITY | $100,000 | |
| WILDCARE | ||||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CURIODYSSEY | ||||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AGEE MEMORIAL WILDLIFE FUND INC | ||||||||
| 2059 SWEET VALLEY ROAD | EL DORADO HILLS | CA | 95672 | NONE | POF | GENERAL SUPPORT | $2,500 | |
| MARIN HUMANE SOCIETY | ||||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| HUMANE SOCIETY OF TRUCKEE-TAHOE | ||||||||
| PO BOX 9041 | TRUCKEE | CA | 96162 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| REGENTS OF UC DAVIS | ||||||||
| UC DAVIS SCHOOL OF VETERINARY | DAVIS | CA | 95616 | NONE | PC | SUPPORT OF THE CALIFORNIA RAPTOR CENTER | $5,000 | MEDICINE CA RAPTOR CENTER ONE SHIEL |
| SIERRA WILDLIFE RESCUE | ||||||||
| PO BOX 2127 | PLACERVILLE | CA | 95667 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MUTTVILLE | ||||||||
| PO BOX 410207 | SAN FRANCISCO | CA | 94141 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM | ||||||||
| 1550 BRYANT STREET SUITE 450 | SAN FRANCISCO | CA | 94103 | NONE | PC | VET SOS PROJECT | $15,000 | |
| SONOMA HUMANE SOCIETY | ||||||||
| PO BOX 1296 | SANTA ROSA | CA | 94072 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PETS LIFELINEINC | ||||||||
| PO BOX 341 | SONOMA | CA | 95476 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SAMMIE'S FRIENDS ANIMAL SHELTER | ||||||||
| 128 HIGH STREET | GRASS VALLEY | CA | 95945 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CONTRA COSTA HUMANE SOCIETY | ||||||||
| 171 MAYHEW WAY 101 | PLEASANT HILL | CA | 94523 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CONSERVATION EARTH INC WILDLIFE ASSOCIATES | ||||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $317,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILDCARE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 ALBERT PARK LANE | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 94901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PLANNING AND BUILDING OF A NEW FACILITY | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,676 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,406 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,107 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $6,028 | Amt |
| Net Investment Income | $3,014 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,014 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCE BERNSTEIN INC: ACG | $0 | $0 |
| APACHE CORP | $398,433 | $473,719 |
| APACHE CORP 6% PFD | $0 | $0 |
| APPLE INC | $156,763 | $195,153 |
| ATT | $198,433 | $229,840 |
| BERKSHIRE HATHAWAY C1 B | $27,872 | $63,280 |
| BOEING CO | $75,055 | $127,230 |
| BP PLC | $288,776 | $316,500 |
| BYD COMPANY LTD | $61,761 | $57,481 |
| CATERPILLER INC | $0 | $0 |
| CHEVRON CORPORATION | $132,152 | $261,100 |
| CLEARWIRE CORP | $0 | $0 |
| COCA COLA | $135,965 | $232,980 |
| CONOCO PHILLIPS | $237,708 | $428,650 |
| CNP SELECT INCOME FUND | $0 | $0 |
| DEVON ENERGY CP | $61,967 | $79,400 |
| DNP SELECT INCOME FUND | $233,720 | $231,220 |
| DOUBLELINE TOTAL RETURN BOND FUND | $100,000 | $102,755 |
| DWS HIGH INCOME TRUST | $48,889 | $47,050 |
| FORD MOTOR COMPANY | $84,029 | $86,200 |
| GENERAL ELECTRIC | $407,804 | $420,480 |
| HANCOCK JOHN INVESTRS TR: JHI | $130,908 | $144,410 |
| HOME DEPOT INC | $143,460 | $485,760 |
| INTEL CORP | $294,925 | $432,600 |
| JOHNSON & JOHNSON | $237,097 | $418,480 |
| J P MORGAN CHASE & CO | $235,913 | $316,910 |
| KRAFT FOODS, INC. | $89,527 | $119,900 |
| MARVELL TECH GROUP LTD | $144,493 | $143,300 |
| MFS MULTI MKT INC TRUST | $0 | $0 |
| MICROSOFT CORP | $204,725 | $333,600 |
| NEWMONT MINING CORP | $0 | $0 |
| PFIZER INCORPORATED | $251,193 | $356,160 |
| PROCTOR & GAMBLE | $223,284 | $471,540 |
| SPRINT CORP | $127,397 | $170,600 |
| THE CHARLES SCHWAB CORP | $87,400 | $107,720 |
| TOYOTA MOTOR CP | $162,337 | $239,320 |
| VANGUARD GNMA FUND ADMIRAL SHARE | $451,041 | $455,234 |
| VANGUARD INFLATION PROTECTED SECS ADM SHR | $340,418 | $381,334 |
| VANGUARD SHORT-TERM INVESTMENT GRADE FUND | $555,376 | $613,311 |
| WELLS FARGO | $89,200 | $315,360 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $589 | $0 | $589 |
| INSURANCE | $1,400 | $0 | $1,400 |
| MEMBERSHIP FEES | $1,100 | $0 | $1,100 |
| POSTAGE AND DELIVERY | $118 | $0 | $118 |
| BUSINESS SUPPLIES | $166 | $0 | $166 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $54,592 | Amt |
| Net Investment Income | $54,592 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $4,960 | $0 | $0 |
| FOREIGN TAXES | $781 | $781 | $0 |
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