THE GORDON AND RUTH DOUGHTERY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE GORDON AND RUTH DOUGHTERY FOUNDATION (EIN 95-4642848)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201441339349101649
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-13T12:31:27-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code908010087ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954642848EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GORDON AND RUTH DOUGHERTY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone5624241621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7277AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90807ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRAIG DOUGHERTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5624241621PhoneNum
Signature2014-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONITA M JOSEPHPreparerPersonNm
PTINP00286656PTIN
Phone5624351191PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$897,157FMVAssetsEOYAmt
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$21,597DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,597DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,063NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$254,173GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,063CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$112OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$112OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$36,772TotalRevAndExpnssAmt
Total Net Invst Incm$36,772TotalNetInvstIncmAmt
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$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,629OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,629OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$437TaxesRevAndExpnssAmt
Taxes Net Invst Incm$356TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,266TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,085TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,966TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,085TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,194ExcessRevenueOverExpensesAmt
Net Investment Income$28,687NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,944CashBOYAmt
Cash EOY$275CashEOYAmt
Cash EOYFMV$275CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,899SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,353SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,353SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$38,960CorporateStockBOYAmt
Corporate Stock EOY$27,628CorporateStockEOYAmt
Corporate Stock EOYFMV$50,289CorporateStockEOYFMVAmt
Other Investments BOY$775,593OtherInvestmentsBOYAmt
Other Investments EOY$745,643OtherInvestmentsEOYAmt
Other Investments EOYFMV$832,240OtherInvestmentsEOYFMVAmt
Total Assets BOY$830,396TotalAssetsBOYAmt
Total Assets EOY$787,899TotalAssetsEOYAmt
Total Assets EOYFMV$897,157TotalAssetsEOYFMVAmt
Accounts Payable BOY$490AccountsPayableBOYAmt
Loans From Officers BOY$26,900LoansFromOfficersBOYAmt
Loans From Officers EOY$18,100LoansFromOfficersEOYAmt
Total Liabilities BOY$27,390TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,100TotalLiabilitiesEOYAmt
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$803,006RetainedEarningBOYAmt
Retained Earning EOY$769,799RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$803,006TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$769,799TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$830,396TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$787,899TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$803,006TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,194ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$769,812SubtotalAmt
Other Decreases$13OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$769,799TotNetAstOrFundBalancesEOYAmt

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
FIDELITY - SEE ATTACHED SCHEDULEP$37,876$37,122$754$754
FIDELITY - SEE ATTACHED SCHEDULEP$1,371$1,367$4$4
FIDELITY - SEE ATTACHED SCHEDULEP$207,996$200,621$7,375$7,375
CAPITAL GAINS DIVIDENDSP$6,930$6,930$6,930
FieldValueIRS element (for citing)
Capital Gain Net Income$15,063CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$95,169AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$892,940NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.106579DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,095AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$964,360NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.103794DistributionYr2Rt
Adjusted Qlfy Distri Yr3$97,840AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$975,278NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.100320DistributionYr3Rt
Adjusted Qlfy Distri Yr4$86,001AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$880,756NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.097645DistributionYr4Rt
Adjusted Qlfy Distri Yr5$93,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,179,378NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.079279DistributionYr5Rt
Total Distribution0.487617TotalDistributionRt
Average Distribution0.097523AverageDistributionRt
Net Vl Noncharitable Assets$880,717NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$85,890AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$287NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$86,177AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$60,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$574InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$574SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$574TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Tax Due$579TaxDueAmt

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 INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone5624351191PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90801ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$866,123AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,006AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$894,129TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$894,129AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,412CashDeemedCharitableAmt
Net Vl Noncharitable Assets$880,717NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,036MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,036MinimumInvestmentReturnAmt
Tax Based On Investment Income$574TaxBasedOnInvestmentIncomeAmt
Total Tax$574TotalTaxAmt
Distributable Before Adj$43,462DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,462DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,462DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$60,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$60,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,462DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$93,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$86,250ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$98,087ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$100,305ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$95,400ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$473,542TotalExcessDistributionCyovAmt
Qualifying Distributions$60,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43,462AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,238RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$490,780TotalCorpusAmt
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$93,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$397,280ExcessDistriCyovToNextYrAmt
Excess From Year4$86,250ExcessFromYear4Amt
Excess From Year3$98,087ExcessFromYear3Amt
Excess From Year2$100,305ExcessFromYear2Amt
Excess From Year1$95,400ExcessFromYear1Amt
Excess From Current Year$17,238ExcessFromCurrentYearAmt

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 7277AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90807ZIPCode
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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
1710 WEBSTER STREETOAKLANDCA946123412NONEPUBLIC CHARITYCANCER RESEARCH & AWARENESS$10,100
BOYS & GIRLS CLUB
3635 LONG BEACH BLVDLONG BEACHCA90807NONEPUBLIC CHARITYAFTER SCHOOL PROGRAMS FOR YOUNG PEOPLE$1,000
COMMUNITY HOSPITAL OF LONG BEACH
1720 TERMINO AVELONG BEACHCA90804NONEPUBLIC CHARITYHEALTHCARE$5,000
GRAND VISION FOUNDATION
434 WEST 6TH STREETSAN PEDROCA907312632NONEPUBLIC CHARITYREVITALIZE COMMUNITY THROUGH PERFORMING ARTS$1,500
LONG BEACH PUBLIC LIBRARY
101 PACIFIC AVENUELONG BEACHCA90822NONEPUBLIC CHARITYPUBLIC LIBRARY$1,000
LONG BEACH ROTARY FOUNDATION
1119 QUEENS HIGHWAY 103LONG BEACHCA90802NONEPUBLIC CHARITYSCHOLARSHIPS$5,000
LONG BEACH SYMPHONY
555 E OCEAN BOULEVARD STE 106LONG BEACHCA90802NONEPUBLIC CHARITYSUPPORT FOR ARTS$20,000
YMCA
3605 LONG BEACH BLVD STE 210LONG BEACHCA90807NONEPUBLIC CHARITYHEALTHY LIVING$15,600
MEMORIAL MEDICAL CENTER FOUNDATION
2801 ATLANTIC AVENUELONG BEACHCA90806NONEPUBLIC CHARITYHEALTH CARE$500
SPECIAL OLYMPICS
1600 FORBES WAY STE 200LONG BEACHCA90810NONEPUBLIC CHARITYPROGRAMS FOR THOSE WITH INTELLECTUAL DISABILITIES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,700TotalGrantOrContriPdDurYrAmt
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$21,597ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,063ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$36,772ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,772TotalIncomeProducingActyAmt

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$2,200Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
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$27,628EOYBookValueAmt
EOYFMV$50,289EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$745,643BookValueAmt
EOYFMV$832,240EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionDISALLOWED CAPITAL LOSSES DUE TO WASH SALE RULESDescription
Amount$13Amount

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$112RevenueAndExpensesPerBooksAmt
Net Investment Income$112NetInvestmentIncomeAmt
Adjusted Net Income$112AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY ACCOUNT FEESCategoryTxt
Amt$6,629Amt
Net Investment Income$6,629NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE$60$0$0
FOREIGN TAXES WITHHELD ON DIVIDENDS$356$356$0
FEDERAL EXCISE TAX$21$0$0

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