DOUGHERTY FAM FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DOUGHERTY FAM FOUNDATION TR (EIN 38-7166405)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349103666
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:10:21-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814216012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIN LINE TAX & ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 S 3RD AVENUE | AddressLine1Txt |
| City | ROYERSFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19468 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 387166405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOUGHERTY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 6103317322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 ROSSMORE DRIVE | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DOUGHERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6103317322 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | DOUGHERTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN D CUNNINGHAM | PreparerPersonNm |
| PTIN | P00294203 | PTIN |
| Phone | 4849328246 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $584,295 | 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 |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,868 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,913 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $537,564 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $498,382 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $498,382 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $602,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $584,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $584,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $602,118 | RetainedEarningBOYAmt |
| Retained Earning EOY | $584,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $602,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $584,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $602,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $584,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $602,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,555 | OtherIncreasesAmt |
| Subtotal | $586,295 | SubtotalAmt |
| Other Decreases | $2,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $584,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300 SHS APPLE INC | 2016-08-16 | 2021-10-25 | $44,370 | $7,907 | $36,463 | $36,463 | |
| 84 SHS FEDEX CORP | 2016-08-16 | 2021-10-25 | $19,582 | $10,966 | $8,616 | $8,616 | |
| 120 SHS JPMORGAN CHASE | 2016-08-16 | 2021-10-25 | $20,561 | $7,742 | $12,819 | $12,819 | |
| 125 SHS JOHNSON & JOHNSON | 2019-11-07 | 2021-10-25 | $20,246 | $16,470 | $3,776 | $3,776 | |
| 100 SHS UNITED PARCEL | 2016-08-16 | 2021-10-25 | $20,296 | $9,406 | $10,890 | $10,890 | |
| GUGGENHEIM LTD DURATION FUND | 2016-09-26 | 2021-10-25 | $35,000 | $34,081 | $919 | $919 | |
| BLACKROCK LIQUIDTY FUND | 2020-01-13 | 2021-10-12 | $30,000 | $30,000 | $0 | $0 | |
| FEDEX CORP | 2019-04-03 | 2021-10-25 | $168 | $168 | $168 | ||
| CAPITAL GAINS DIVIDENDS | $217 | $217 | $217 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,868 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,878 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,878 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,745 | OverpaymentAmt |
| Applied To ES Tax | $1,745 | 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 | PA | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL DOUGHERTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103317322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 ROSSMORE DRIVE | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL DOUGHERTY | ||||||||
| 107 ROSSMORE DRIVE | MALVERN | PA | 19355 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| EILEEN DOUGHERTY | ||||||||
| 107 ROSSMORE DRIVE | MALVERN | PA | 19355 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $544,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $618,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $618,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $609,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,133 | TotalTaxAmt |
| Distributable Before Adj | $29,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $327,545 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $212,791 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $293,161 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,415 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,021,464 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,358 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,087,822 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $327,545 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $760,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $212,791 | ExcessFromYear4Amt |
| Excess From Year3 | $293,161 | ExcessFromYear3Amt |
| Excess From Year2 | $114,415 | ExcessFromYear2Amt |
| Excess From Year1 | $73,552 | ExcessFromYear1Amt |
| Excess From Current Year | $66,358 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL DOUGHERTY | ContributingManagerNm |
| Contributing Manager | EILEEN DOUGHERTY | ContributingManagerNm |
| Shareholder Manager | MICHAEL DOUGHERTY | ShareholderManagerNm |
| Shareholder Manager | EILEEN DOUGHERTY | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTING WITHOUT BOUNDARIES | |||||||
| 750 E HAVERFORD ROAD | BRYN MAWR | PA | 19010 | N/A | FC | CHARITABLE | $11,500 |
| AMIGOS DE JESUS ORPHANAGE | |||||||
| 126 WOODLAND AVE | MALVERN | PA | 19355 | N/A | FC | CHARITABLE | $5,000 |
| ANGELS AGAINST ADDICTION | |||||||
| 13100 FILLY LANE | TRUCKEE | CA | 96161 | N/A | FC | CHARITABLE | $1,100 |
| ASPCA | |||||||
| 424 E 92 STREET | NEW YORK | NY | 101286804 | N/A | PC | CHARITABLE | $1,000 |
| BIG BROTHERS BIG SISTERS INDEPENDENCE | |||||||
| 123 S BROAD ST STE 1050 | PHILA | PA | 19109 | N/A | PC | CHARITABLE | $2,500 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | N/A | PC | CHARITABLE | $1,000 |
| CRISTO REY | |||||||
| 5218 NORTH BROAD STREET | PHILA | PA | 19141 | N/A | NC | CHARITABLE | $2,000 |
| FRIENDS FOR FRIENDS | |||||||
| 105 CARDINAL DRIVE | CONSHOHOCKEN | PA | 19428 | N/A | NC | CHARITABLE | $2,500 |
| HEADSTRONG FOUNDATION | |||||||
| 232 GREEN AVE | HOLMES | PA | 19043 | N/A | FC | CHARITABLE | $2,500 |
| HEARTBEAT INTERNATIONAL | |||||||
| 8405 PULSAR PLACE | COLUMBUS | OH | 43240 | N/A | FC | CHARITABLE | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 100 N 20TH STREET | PHILA | PA | 19103 | N/A | PC | CHARITABLE | $2,500 |
| LIFE SCIENCE CARES INC | |||||||
| PO BOX 425486 | CAMBRIDGE | MA | 02142 | N/A | PC | CHARITABLE | $25,000 |
| MARCH FOR LIFE EDUCATION AND DEFENSE FUND | |||||||
| 1012 14TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | N/A | FC | CHARITABLE | $5,000 |
| NATIONAL MILITARY FAMILIES ASSOCIATION | |||||||
| 3601 EISENHOWER AVE SUITE 425 | ALEXANDRIA | VA | 22304 | N/A | NC | CHARITABLE | $2,000 |
| PRO LIFE ACROSS AMERICA | |||||||
| PO BOX 18669 | MINNEAPOLIS | MN | 55418 | N/A | FC | CHARITABLE | $5,000 |
| ST CHARLES BORROMEO SEMINARY | |||||||
| 100 EAST WYNNEWOOD ROAD | WYNNEWOOD | PA | 19096 | N/A | PC | CHARITABLE | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | CHARITABLE | $5,000 |
| ST MARTIN DE PORRES | |||||||
| 2300 WEST LEHIGH AVENUE | PHILA | PA | 19132 | N/A | PC | CHARITABLE | $2,500 |
| ST PATRICK CHURCH | |||||||
| 108 WOODLAND AVENUE | MALVERN | PA | 19355 | N/A | PC | CHARITABLE | $5,100 |
| THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MARY | |||||||
| 320 SOUTH ROBERTS ROAD | ROSEMONT | PA | 19010 | N/A | NC | CHARITABLE | $2,500 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | FC | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,818 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,697 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,522 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,522 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED FROM INVESTMENTS USED FOR CHARITABLE PURPOSES |
| 4 | DIVIDENDS EARNED FROM INVESTMENTS USED FOR CHARITABLE PURPOSES |
| 8 | GAINS FROM THE SALE OF STOCK USED FOR CHARITABLE PURPOSES |
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 FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPLE INC | FMV | $108,180 | $108,180 |
| FEDEX CORP | FMV | $34,037 | $34,037 |
| JPMORGAN CHASE | FMV | $61,863 | $61,863 |
| UNITED PARCEL | FMV | $49,157 | $49,157 |
| GUGGENHEIM LIMITED | FMV | $80,062 | $80,062 |
| VANGUARD HIGH DVD YIELD | FMV | $49,513 | $49,513 |
| BOEING COMPANY | FMV | $28,386 | $28,386 |
| JOHNSON AND JOHNSON | FMV | $45,324 | $45,324 |
| BERKSHIRE HATHAWAY INC | FMV | $41,860 | $41,860 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYMENT | Desc |
| Amt | $2,000 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES ON UNREALIZED GAINS | Desc |
| Amt | $60,555 | Amt |