BETA

THE DOERING FAMILY FOUNDATION LTD: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE DOERING FAMILY FOUNDATION LTD (EIN 39-1805495)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202611339349104406
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T16:32:13-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812393002PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEALTH ENHANCEMENT TAX & CONSULTING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 N HIGHWAY 169 SUITE 900AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55441ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391805495EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DOERING FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOERBusinessNameControlTxt
Phone4152442084PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 BEAR CREEK CIRCLEAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP945581570ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICK DOERINGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4152442084PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILEY STEPHENSPreparerPersonNm
PTINP01623191PTIN
Phone7634171700PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,556,187FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16,992InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,992InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,220DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,220DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,032NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,202,802GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,032CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,244TotalRevAndExpnssAmt
Total Net Invst Incm$84,244TotalNetInvstIncmAmt
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$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,322OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,322OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$780TaxesRevAndExpnssAmt
Taxes Net Invst Incm$780TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,602TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,602TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$171,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$171,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,602TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,602TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$172,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$99,358ExcessRevenueOverExpensesAmt
Net Investment Income$72,642NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,967SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,912SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,912SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,052,289CorporateStockBOYAmt
Corporate Stock EOY$1,092,944CorporateStockEOYAmt
Corporate Stock EOYFMV$1,092,944CorporateStockEOYFMVAmt
Corporate Bonds BOY$417,952CorporateBondsBOYAmt
Corporate Bonds EOY$442,447CorporateBondsEOYAmt
Corporate Bonds EOYFMV$442,447CorporateBondsEOYFMVAmt
Other Assets BOY$213OtherAssetsBOYAmt
Other Assets EOY$4,884OtherAssetsEOYAmt
Other Assets EOYFMV$4,884OtherAssetsEOYFMVAmt
Total Assets BOY$1,508,421TotalAssetsBOYAmt
Total Assets EOY$1,556,187TotalAssetsEOYAmt
Total Assets EOYFMV$1,556,187TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,508,421RetainedEarningBOYAmt
Retained Earning EOY$1,556,187RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,508,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,556,187TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,508,421TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,556,187TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,508,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$99,358ExcessRevenueOverExpensesAmt
Other Increases$147,124OtherIncreasesAmt
Subtotal$1,556,187SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,556,187TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SCHWAB #3839$981,901$994,344-$12,443-$12,443
SCHWAB #3839$186,088$131,505$54,583$54,583
SCHWAB #4474$21,294$21,386-$92-$92
SCHWAB #4474$11,651$11,535$116$116
CAPITAL GAINS DIVIDENDS$1,868$1,868$1,868P
FieldValueIRS element (for citing)
Capital Gain Net Income$44,032CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,010InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,010SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,010TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,490OverpaymentAmt
Applied To ES Tax$3,490AppliedToESTaxAmt
Refund$0RefundAmt

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 StateWIOrgReportOrRegisterStateCd
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
Individual With BooksRICK R DOERINGIndividualWithBooksNm
Phone4152442084PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1405 BEAR CREEK CIRCLEAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94558ZIPCd
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
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICK R DOERING
405 BEAR CREEK CIRCLENAPACA94558PRESIDENT, TREASURER, DIRECTOR2.00$0$0$0
MARGARET P DOERING
622 JULPUN LOOPCALYTONCA94517VICE PRES., DIRECTOR1.00$0$0$0
JAYNE D SUNGAIL
3349 OAK KNOLL DRIVEEMERALD HILLSCA94062VICE PRES., SECRETARY, DIRECTOR1.00$0$0$0
ROBERT E DOERING
405 BEAR CREEK CIRCLENAPACA94558FORMER PRESIDENT0.00$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$1,558,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,177AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,597,937TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,597,937AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,969CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,573,968NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,698MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,698MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,010TaxBasedOnInvestmentIncomeAmt
Total Tax$1,010TotalTaxAmt
Distributable Before Adj$77,688DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$77,688DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$77,688DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$172,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Qualifying Distributions$172,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,688DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$111,813ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$106,747ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,615ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,235ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$95,616ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$471,026TotalExcessDistributionCyovAmt
Qualifying Distributions$172,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$77,688AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,312RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$565,338TotalCorpusAmt
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$111,813ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$453,525ExcessDistriCyovToNextYrAmt
Excess From Year4$106,747ExcessFromYear4Amt
Excess From Year3$62,615ExcessFromYear3Amt
Excess From Year2$94,235ExcessFromYear2Amt
Excess From Year1$95,616ExcessFromYear1Amt
Excess From Current Year$94,312ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT E DOERINGContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE DOERING FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1405 BEAR CREAK CIRCLEAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94558ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4152442084RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A PRECIOUS CHILD
7051 W 118TH AVEBROOMFIELDCO80020PCGENERAL PURPOSE$2,500
ACCESS FUND
PO BOX 17010BOULDERCO80308PCGENERAL PURPOSE$2,500
ADAPTIVE SPORTS CENTER
PO BOX 1639CRESTED BUTTECO81224PCGENERAL PURPOSE$3,000
ADAS CAF
839 NORTHAMPTON DRIVEPALO ALTOCA94393PCGENERAL PURPOSE$5,000
ALAMEDA FOOD BANK DBA ALAMEDA EMERGENCY FOOD
PO BOX 2167ALAMEDACA94501PCGENERAL PURPOSE$1,500
ALAMEDA JUNIOR GOLF ASSOCIATION
1 CLUBHOUSE MEMORIAL DRALAMEDACA94502PCGENERAL PURPOSE$1,500
BANANAS INC
5232 CLAREMONT AVEOAKLANDCA94618PCGENERAL PURPOSE$1,000
BAY AREA RESCUE MISSION
PO BOX 1112RICHMONDCA94802PCGENERAL PURPOSE$4,000
CANV (COMMUNITY ACTION OF NAPA VALLEY)
1766 INDUSTRIAL WAYNAPACA94558PCGENERAL PURPOSE$4,000
CASA
1804 SOSCOL AVE SUITE 201NAPACA94559PCGENERAL PURPOSE$5,000
CASA OF ALAMEDA COUNTY
1000 SAN LEANDRO BLVD SUITE 300 1STSAN LEANDROCA94577PCGENERAL PURPOSE$1,500FLOOR
CHILD ADVOCATES
509 VALLEY WAYMILPITASCA94035PCGENERAL PURPOSE$3,000
CHRONICLE SEASON OF SHARING
PO BOX 7844SAN FRANCISCOCA94120PCGENERAL PURPOSE$5,000
COMMUNITY EMPLOYMENT SERVICES
836 MONTEZUMA DRIVEPACIFICACA94044PCGENERAL PURPOSE$2,500
COMMUNITY RESOURCES FOR CHILDREN
3299 CLAREMONT WAY SUITE 1NAPACA94558PCGENERAL PURPOSE$5,000
COPE FAMILY CENTER
707 RANDOLPH STREETNAPACA94559PCGENERAL PURPOSE$5,000
CROP - FIRST CONGREGATIONAL CHURCH
1609 UNIVERSITY AVEMADISONWI53726PCGENERAL PURPOSE$1,000
CURIOYDYSSEY AT COYOTE POINT
1651 COYOTE POINT DRIVESAN MATEOCA94401PCGENERAL PURPOSE$5,000
DAV (DISABLED AMERICAN VETERANS)
PO BOX 14301CINCINNATIOH45250PCGENERAL PURPOSE$1,000
DISABLED SPORTS EASTERN SIERRA
PO BOX 7275 1 MINARET ROADMAMMOTH LAKESCA93546PCGENERAL PURPOSE$1,000
EPAK - (EAST PALO ALTO KIDS FOUNDATION)
PO BOX 50542PALO ALTOCA94063PCGENERAL PURPOSE$4,000
FAMILY CONNECTIONS
PO BOX 358SAN CARLOSCA94970PCGENERAL PURPOSE$4,000
GIRL SCOUTS NORCAL
1650 HARBOR BAY PARKWAY SUITE 100ALAMEDACA94502PCGENERAL PURPOSE$4,000
GREENWOOD WILDLIFE REHABILITATION CENTER
PO BOX 18987BOULDERCO80308PCGENERAL PURPOSE$1,000
GUIDE DOGS OF THE DESERT INTERNATIONAL
PO BOX 1692PALM SPRINGSCA92263PCGENERAL PURPOSE$3,000
HAAS SCHOOL OF BUSINESS - UNIVERSITY OF CALIFORNIA BERKELEY
520 STUDENT SERVICES BUILDINGBERKELEYCA94720PCGENERAL PURPOSE$3,000
HOSPICE OF THE EAST BAY
3470 BUSKIRK AVENUEPLEASANT HILLCA94523PCGENERAL PURPOSE$3,000
IF GIVEN A CHANCE
PO BOX 2607NAPACA94558PCGENERAL PURPOSE$5,000
JOB TRAIN
1200 OBRIEN STREETMENLO PARKCA94025PCGENERAL PURPOSE$4,000
LUCILE PACKARD CHILDREN'S FUND
400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301PCGENERAL PURPOSE$4,000
NAPA COMMUNITIES FIREWISE FOUNDATION
PO BOX 2336NAPACA94558PCGENERAL PURPOSE$1,000
NAPA VALLEY COMMUNITY HOUSING
150 CAMINO DORADONAPACA94558PCGENERAL PURPOSE$4,000
NAPA VALLEY EDUCATION FOUNDATION
2425 JEFFERSON STREET 103NAPACA94558PCGENERAL PURPOSE$5,000
PACIFIC SKYLINE COUNCIL BSA
1150 CHESS DRIVEFOSTER CITYCA94404PCGENERAL PURPOSE$2,000
PARENTSCAN
1909 JEFFERSON STREETNAPACA94559PCGENERAL PURPOSE$5,000
PEOPLE WITH DISABILITIES SUCCEEDING
1512 5TH AVENUESAN RAFAELCA94901PCGENERAL PURPOSE$5,000
PROJECT READ- REDWOOD CITY PUBLIC LIBRARY
1044 MIDDLEFIELD ROADREDWOOD CITYCA94063PCGENERAL PURPOSE$4,000
QUEEN OF THE VALLEY FOUNDATION
1000 TRANCAS STREETNAPACA94558PCGENERAL PURPOSE$5,000
REDWOOD CITY LIBRARY FOUNDATION
1044 MIDDLEFIELD ROADREDWOOD CITYCA94063PCGENERAL PURPOSE$3,000
SECOND HARVEST FOOD BANK
750 CURTNER AVENUESAN JOSECA95125PCGENERAL PURPOSE$5,000
SHRINERS HOSPITAL FOR CHILDREN NOR CAL
2425 STOCKTON BLVDSACRAMENTOCA95817PCGENERAL PURPOSE$4,000
SIERRA AVALANCHE CENTER
11260 DONNER PASS ROAD STE C1 PMBTRUCKEECA96161PCGENERAL PURPOSE$5,000401
ST JUDE CHILDRENS RESEARCH
262 DANNY THOMAS PLACEMEMPHISTN38105PCGENERAL PURPOSE$4,000
THE SALVATION ARMY - CONCORD CORPS DONATION PROCESSING CENTER
PO BOX 60009PRESCOTTAZ86304PCGENERAL PURPOSE$4,000
THE SMILE TRAIN
PO BOX 96246WASHINGTONDC20090PCGENERAL PURPOSE$4,000
THE TREVOR PROJECT
PO BOX 69232HOLLYWOODCA90069PCGENERAL PURPOSE$2,500
WOUNDED WARRIOR PROJECT
4899 BELFORT RD SUITE 300JACKSONVILLEFL32256PCGENERAL PURPOSE$4,000
GIRLS INC OF ALAMEDA COUNTY
510 16TH STREETOAKLANDCA94612PCGENERAL PURPOSE$1,000
KAINOS HOME AND TRAINING CENTER
3631 JEFFERSON AVENUEREDWOOD CITYCA94062PCGENERAL PURPOSE$2,500
PENINSULA HUMANE SOCIETY AND SPCA
1450 ROLLINS ROADBURLINGAMECA94010PCGENERAL PURPOSE$2,500
PLANNED PARENTHOOD
1691 THE ALAMEDASAN JOSECA95126PCGENERAL PURPOSE$2,500
WELD FOOD BANK
1108 H STGREELEYCO80631PCGENERAL PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$171,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,992ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,220ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$44,032ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$84,244ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,244TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEECategoryTxt
Amt$2,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$442,447EOYBookValueAmt
EOYFMV$442,447EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,092,944EOYBookValueAmt
EOYFMV$1,092,944EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDEND RECEIVABLE$213$328$328
ACCRUED INTEREST RECEIVABLE$0$4,556$4,556

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS) ON SECURITIESDesc
Amt$147,124Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$9,322Amt
Net Investment Income$9,322NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$780Amt
Net Investment Income$780NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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