THE DOERING FAMILY FOUNDATION LTD: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE DOERING FAMILY FOUNDATION LTD (EIN 39-1805495)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-14
- IRS object ID
- 201341669349100104
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-14T15:58:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mowery & Schoenfeld LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Half Day Road Suite 250 | AddressLine1 |
| City | Lincolnshire | City |
| State | IL | State |
| ZIP Code | 60069 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391805495 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Doering Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ROBERT E DOERING | InCareOfName |
| Name Control | DOER | NameControl |
| Phone | 7607778394 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79-100 Casa Vida Circle | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | La Quinta | City |
| State | CA | State |
| ZIP Code | 92253 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert E Doering | Name |
| Title | President | Title |
| Phone | 7607778394 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kenneth J McGrath | Name |
| Phone | 8472478959 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1649507 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 34457 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34457 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 43135 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 823419 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43135 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 77592 | TotalRevenueAndExpenses |
| Total Net Investment Income | 77592 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 214 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 86 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 128 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5130 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7695 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 11758 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11758 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 606 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 279 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 25682 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16974 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7823 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 85000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 85000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 110682 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16974 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 92823 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33090 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 60618 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 44271 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 29457 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29457 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 2679 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2074 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2074 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 860006 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 963199 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 963199 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 656681 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 650686 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 650686 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 4176 | OtherAssetsBOY |
| Other Assets EOY | 4091 | OtherAssetsEOY |
| Other Assets EOYFMV | 4091 | OtherAssetsEOYFMV |
| Total Assets BOY | 1567813 | TotalAssetsBOY |
| Total Assets EOY | 1649507 | TotalAssetsEOY |
| Total Assets EOYFMV | 1649507 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1567813 | RetainedEarningsBOY |
| Retained Earnings EOY | 1649507 | RetainedEarningsEOY |
| Total Net Assets BOY | 1567813 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1649507 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1567813 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1649507 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1567813 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33090 | ExcessOfRevenueOverExpenses |
| Other Increases | 114784 | OtherIncreases |
| Subtotal | 1649507 | Subtotal |
| Total Net Assets Fund Balances EOY | 1649507 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE ATTACHED CLEARY GULL # 802-01440 | P | 323542 | 316270 | 7272 | 7272 |
| SEE ATTACHED CLEARY GULL # 802-01440 | P | 320936 | 330662 | -9726 | -9726 |
| SEE ATTACHED CLEARY GULL # 802-03167 | P | 46640 | 44817 | 1823 | 1823 |
| SEE ATTACHED CLEARY GULL # 802-03167 | P | 119481 | 88535 | 30946 | 30946 |
| CAPITAL GAINS DIVIDENDS | P | 12820 | 12820 | 12820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43135 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 85156 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1669030 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051021 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 90372 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1635622 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055252 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 93815 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1532951 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061199 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 98504 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1868438 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05272 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 90662 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2111248 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042942 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.263134 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052627 | AverageDistributionRatio |
| Net Noncharitable Assets | 1635134 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 86052 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 606 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 86658 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 92823 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 606 | InvestmentIncomeExciseTax |
| Subtotal | 606 | Subtotal |
| Tax Based On Investment Income | 606 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2680 | TotalCreditsAndPayments |
| Overpayment | 2074 | Overpayment |
| Amount Credited To Next Year | 2074 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E DOERING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7607778394 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79-100 CASA VIDA CIRCLE | AddressLine1 |
| City | LAQUINTA | City |
| State | CA | State |
| ZIP Code | 92253 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Robert E Doering | ||||||||
| 79-100 Casa Vida Circle | La Quinta | CA | 92253 | President, Treasurer,Director | 2.0 | 0 | 0 | 0 |
| Margaret P Doering | ||||||||
| 79-100 Casa Vida Circle | La Quinta | CA | 92253 | Vice Pres. Secretary, Director | 2.0 | 0 | 0 | 0 |
| Rick R Doering | ||||||||
| 189 Oldcastle Lane | Alameda | CA | 94502 | Director | 1.0 | 0 | 0 | 0 |
| Jayne D Sungail | ||||||||
| 3349 Oak Knoll | Redwood City | CA | 94062 | Director | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1626773 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 29128 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4134 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1660035 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1660035 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24901 | CashDeemedCharitable |
| Net Noncharitable Assets | 1635134 | NetNoncharitableAssets |
| Minimum Investment Return | 81757 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 81757 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 606 | TaxBasedOnInvestmentIncome |
| Total Tax | 606 | TotalTax |
| Distributable Amount Before Adj | 81151 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 81151 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 81151 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 92823 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 92823 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 606 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 92217 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 81151 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 56403 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 92823 | QualifyingDistributions |
| Applied To Year1 | 56403 | AppliedToYear1 |
| Applied To Current Year | 36420 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 44731 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E DOERING | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE DOERING FAMILY FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79-100 CASA VIDA CIRCLE | AddressLine1 |
| City | LA QUINTA | City |
| State | CA | State |
| ZIP Code | 92253 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7607778394 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST PROVIDING INFORMATION ON ORGANIZATION AND USE OF FUNDS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| John Muir Health Foundation | |||||||
| 1400 Treat Blvd Third Floor | Walnut creek | CA | 94596 | None | 501C-3 | General Purpose | $5,000 |
| Boys and Girls Clubs of Coachella Valley | |||||||
| 42-600 Cook Street Suite 120 | Palm Desert | CA | 92211 | NONE | 501C-3 | General Purpose | $3,500 |
| Martha's Village and Kitchen | |||||||
| 83791 Date Avenue | Indio | CA | 92201 | NONE | 501C-3 | General Purpose | $3,000 |
| Eisenhower Medical Center Foundation | |||||||
| 39000 Bob Hope Drive | Rancho Mirage | CA | 92270 | NONE | 501C-3 | General Purpose | $3,000 |
| The Salvation Army | |||||||
| 30-400 Landau Blvd | Cathedral City | CA | 922345182 | NONE | 501C-3 | General Purpose | $2,500 |
| Coachella Valley Rescue Mission | |||||||
| POBox 10660 | Indio | CA | 92202 | NONE | 501C-3 | General purpose | $2,500 |
| Habitat for Humanity International | |||||||
| 121 Habitat Street | Americus | GA | 31709 | NONE | 501C-3 | General purpose | $2,000 |
| Jeanne McCue - Bosnia Relief | |||||||
| POBox 17438 | WhiteFish Bay | WI | 53217 | NONE | 501C-3 | General purpose | $2,000 |
| The Living Desert | |||||||
| 900 Portola Avenue | Palm Desert | CA | 92260 | NONE | 501C-3 | General purpose | $2,000 |
| Hidden Harvest | |||||||
| POBox 266 | Coachella | CA | 92236 | NONE | 5013-3 | General purpose | $2,000 |
| Guide Dogs of the Desert International | |||||||
| PO Box 1692 | Palm Spring | CA | 92263 | NONE | 501C-3 | General purpose | $2,000 |
| Smile Train | |||||||
| POBox 96246 | Washington | DC | 200906246 | NONE | 501C-3 | General purpose | $2,000 |
| FISH | |||||||
| POBox 116 | Coachella | CA | 92236 | NONB | 501C-3 | General purpose | $2,500 |
| Mourning Star Center of VNAIC | |||||||
| 42-600 Cook Street Ste 250A | Palm Desert | CA | 82211 | NONE | 501C-3 | General purpose | $1,500 |
| Senior Gleaners Inc | |||||||
| 1951 Bell Avenue | Sacramento | CA | 95838 | NONE | 501C-3 | General purpose | $1,500 |
| Galilee Center | |||||||
| PO Box 297 | Thermal | CA | 92274 | NONE | 501C-3 | General purpose | $2,000 |
| ACMNP- A Christian Ministry in the National Parks | |||||||
| 10 Justins Way | Freeport | ME | 04032 | NONE | 501C-3 | General purpose | $1,000 |
| CROP - Wisconsin | |||||||
| 4408 Winnequah Road | Madison | WI | 53717 | NONE | 501C-3 | General purpose | $1,000 |
| Hass School of Business - UC Berkeley | |||||||
| 545 Student Services | Berkeley | CA | 94720 | NONE | 501C-3 | General purpose | $3,000 |
| Pacific Diversified Services | |||||||
| 223 San Anselmo Avenue Ste 1 | San Anselmo | CA | 94960 | NONE | 501C-3 | General purpose | $3,000 |
| Community Employment Services | |||||||
| 1242 Market Street | San Francisco | CA | 94102 | NONE | 501C-3 | General purpose | $3,000 |
| Building Futures with Women & Children | |||||||
| 1395 Bancroft Avenue | San Leandro | CA | 94577 | NONE | 501C-3 | General purpose | $2,000 |
| Wardrove for Opportunity | |||||||
| 570 14th Street Suite 5 | Oakland | CA | 94612 | NONE | 501C-3 | General purpose | $2,000 |
| TransCen Inc Worklink | |||||||
| 785 Market Street Ste 670 | San Francisco | CA | 94103 | NONE | 501C-3 | General purpose | $1,000 |
| Alameda Boys and Girls Club Inc | |||||||
| POBox 1069 | Alameda | CA | 94501 | NONE | 501C-3 | General purpose | $1,000 |
| Cope Family Center | |||||||
| 1340 4th Street | Napa | CA | 94559 | NONE | 501C-3 | General purpose | $1,000 |
| Alameda County Community Food Center | |||||||
| POBox 2599 | Oakland | CA | 94614 | NONE | 501C-3 | General purpose | $1,000 |
| Alameda Meals on Wheels | |||||||
| POBox 2534 | Alameda | CA | 94501 | NONE | 501C-3 | General purpose | $1,000 |
| Square Meals Project | |||||||
| 2607 Ellsworth Street | Berkeley | CA | 94704 | NONE | 501C-3 | General purpose | $1,000 |
| If Given a Chance | |||||||
| POBox 2607 | Napa | CA | 94558 | NONE | 501C-3 | General purpose | $1,000 |
| Child Advocates of Silicon Valley | |||||||
| 115 E Gish Road Suite 252 | San Jose | CA | 95112 | NONE | 501C-3 | General purpose | $2,000 |
| Second Harvest Food Bank - San Mateo County | |||||||
| 750 Curtner Avenue | San Jose | CA | 95125 | NONE | 501C-3 | General purpose | $2,000 |
| Job Train | |||||||
| 1200 OBrien Drive | Menlo Park | CA | 94025 | NONE | 501C-3 | General purpose | $1,500 |
| Chronicle Season of Sharing | |||||||
| 901 Mission Street | San Francisco | CA | 94103 | NONE | 501C-3 | General purpose | $1,500 |
| EPAK-East Palo Alto Kids Foundation | |||||||
| POBox 50542 | Palo Alto | CA | 94303 | NONE | 501C-3 | General purpose | $1,500 |
| Lucile Packard Children's Fund | |||||||
| 400 Hamilton Avenue Suite 340 | Palo Alto | CA | 94301 | NONE | 501C-3 | General purpose | $1,500 |
| Redwood City Education Foundation | |||||||
| POBox 3046 | Redwood City | CA | 94064 | NONE | 501C-3 | General purpose | $1,500 |
| Marine Science Institute | |||||||
| 500 Discovery Parkway | Redwood City | CA | 94063 | NONE | 501C-3 | General purpose | $1,000 |
| Redwood City Library Foundation | |||||||
| 1044 Middlefield Road | Redwood City | CA | 94063 | NONE | 501C-3 | General purpose | $1,000 |
| Pacific Skyline Council - BSA | |||||||
| 1150 Chess Drive | Foster City | CA | 94404 | NONE | 501C-3 | General purpose | $1,000 |
| Girls Scout of San Francisco Bay Area | |||||||
| 7700 Edgewater Drive | Oakland | CA | 94621 | NONE | 501C-3 | General purpose | $1,000 |
| North Star Academy Parents Club | |||||||
| 400 Duane Street | Redwood City | CA | 94062 | NONE | 501C-3 | General purpose | $1,000 |
| My New Red Shoes | |||||||
| 111 Anza Blvd Suite 110 | Burlingame | CA | 94010 | NONE | 501C-3 | General purpose | $2,000 |
| Sequoia HSEducation Foundation | |||||||
| 1201 Brewster Avenue | Redwood City | CA | 94062 | NONE | 501C-3 | General purpose | $1,500 |
| Boys & Girls Club of Napa Valley | |||||||
| 1515 Pueblo Street | Napa | CA | 94558 | NONE | 501C- 3 | General purpose | $1,000 |
| Community Resources for Children | |||||||
| 3299 Claremont Way - Suite 1 | Napa | CA | 94558 | NONE | 501C-3 | General purpose | $1,000 |
| Wounded Warrior Project | |||||||
| PO Box 758517 | Topeka | KS | 66675 | NONE | 501C-3 | General purpose | $1,000 |
| Coyote Point Museum | |||||||
| 1651 Coyote Point Drive | San Mateo | CA | 94401 | NONE | 501C-3 | General purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 85000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,457 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,135 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,592 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 77592 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST RECEIVABLE | Description |
| BOY Book Value | 4176 | BOYBookValue |
| EOY Book Value | 4091 | EOYBookValue |
| EOYFMV | 4091 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| LICENSES AND FEES | 10 |
| OTHER EXPENSES | 269 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES | Description |
| Amount | $114,784 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $11,758 | Amount |
| Net Investment Income | 11758 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $606 | Amount |
Comments