DOCTORBIRD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DOCTORBIRD FOUNDATION (EIN 27-3900238)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-16
- IRS object ID
- 202111689349100501
- Schema version
- 2020v4.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-16T07:52:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273900238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Doctorbird Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DOCT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH PORTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | PORTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $34,097,444 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $908 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $711,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $707,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $445,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,718,297 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $445,197 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,157,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,153,222 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $72,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,162 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,242 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $81,676 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $393 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $81,283 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,540,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,540,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,702,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,621,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$544,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,080,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,067,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,261,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,261,255 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,874,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,223,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,659,760 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,088,929 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,001,037 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,176,429 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $31,030,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,485,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,097,444 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $31,030,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,485,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,030,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,485,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,030,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,485,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,030,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$544,810 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,485,658 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,485,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|
| Publicly-traded Securities | $32,718,297 | $32,271,074 | $447,223 |
| Passthrough K1 Capital Gain/(Loss) | -$2,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $445,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,021 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,021 | SubtotalAmt |
| Tax Based On Investment Income | $15,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,321 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,021 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E Porter | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $81,258 |
| Wilbanks Smith and Thomas LLC | |||||
| 150 W MAIN ST STE 1700 | NORFOLK | VA | 23510 | Investment Mgmt | $72,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,704,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,813,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,517,663 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,517,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $487,765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,029,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,601,495 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,601,495 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,021 | TotalTaxAmt |
| Distributable Before Adj | $1,586,474 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,586,474 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,586,474 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,621,283 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,621,283 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,621,283 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,586,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,589,013 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $1,621,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,589,013 | AppliedToYear1Amt |
| Applied To Current Year | $32,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,554,204 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E PORTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELOIT COLLEGE | |||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | N/A | PC | General & Unrestricted | $50,000 |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | N/A | PC | Beloit Channel Initiative | $100,000 |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | N/A | PC | Beloit Channel Initiative | $50,000 |
| BREAD OF THE MIGHTY FOOD BANK INC | |||||||
| 325 NW 10TH AVE | GAINESVILLE | FL | 32601 | N/A | PC | General & Unrestricted | $50,000 |
| GAINESVILLE CHAMBER ORCHESTRA INC | |||||||
| PO BOX 357011 | GAINESVILLE | FL | 32635 | N/A | PC | General & Unrestricted | $25,000 |
| HELPING HANDS CLINIC INC | |||||||
| 2603 NW 13TH ST 306 | GAINESVILLE | FL | 32609 | N/A | PC | General & Unrestricted | $20,000 |
| NEW LONDON BARN PLAYHOUSE INC | |||||||
| PO BOX 9 | NEW LONDON | NH | 03257 | N/A | PC | Capital Campaign | $50,000 |
| NORTH CENTRAL FLORIDA HOSPICE INC | |||||||
| 4200 NW 90TH BLVD | GAINESVILLE | FL | 32606 | N/A | PC | General & Unrestricted | $20,000 |
| NORTH CENTRAL FLORIDA YMCA YOUNG MENS CHRISTIAN AS | |||||||
| 5201 NW 34TH BLVD | GAINESVILLE | FL | 32605 | N/A | PC | General & Unrestricted | $100,000 |
| OAK HAMMOCK AT THE UNIVERSITY OF FLORIDA INC | |||||||
| 5100 SW 25TH BLVD | GAINESVILLE | FL | 32608 | N/A | PC | Benevolent Fund | $25,000 |
| PEACEFUL PATHS INC | |||||||
| 2100 NW 53RD AVE STE A | GAINESVILLE | FL | 32653 | N/A | PC | General & Unrestricted | $20,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | N/A | PC | General & Unrestricted | $150,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | N/A | PC | PPNNE's Transcare Fund | $100,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | services in the North Central FL region | $200,000 |
| REICHERT HOUSE INC | |||||||
| PO BOX 5565 | GAINESVILLE | FL | 32627 | N/A | PC | General & Unrestricted | $20,000 |
| REMOTE AREA MEDICAL | |||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | N/A | PC | General & Unrestricted | $20,000 |
| SANTA FE COLLEGE | |||||||
| 3000 NW 83RD ST | GAINESVILLE | FL | 32606 | N/A | PC | to help qualified students who would be unable to attend Santa Fe College without a scholarship fund | $100,000 |
| SANTA FE COLLEGE | |||||||
| 3000 NW 83RD ST | GAINESVILLE | FL | 32606 | N/A | PC | Santa Fe College Performing Arts Hall overhead cost fund | $25,000 |
| ST FRANCIS HOUSE INC | |||||||
| 413 S MAIN ST | GAINESVILLE | FL | 32601 | N/A | PC | General & Unrestricted | $50,000 |
| THE EDUCATION FOUNDATION OF ALACHUA COUNTY INC | |||||||
| 2802 NE 8TH AVE | GAINESVILLE | FL | 32641 | N/A | PC | Take Stock in Children Program | $30,000 |
| TRYALL FUND | |||||||
| 360 HAMILTON AVE 8TH FL | WHITE PLAINS | NY | 10601 | N/A | PC | Employee Relief Fund for those most affected by job losses caused by the Coronavirus | $100,000 |
| UNITED WAY OF NORTH CENTRAL FLORIDA INC | |||||||
| 6031 NW 1ST PL | GAINESVILLE | FL | 32607 | N/A | PC | General & Unrestricted | $20,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | General Operating Funding For WUFT-TV | $10,000 |
| VERMONT INSTITUTE OF NATURAL SCIENCE INC | |||||||
| PO BOX 1281 | QUECHEE | VT | 05059 | N/A | PC | General & Unrestricted | $55,000 |
| VITAL COMMUNITIES INC | |||||||
| 195 N MAIN ST | WHITE RIV JCT | VT | 05001 | N/A | PC | General & Unrestricted | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,540,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $908 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $711,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $445,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,157,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,157,270 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XIII (990-PF) Undistributed Income | IdentifierTxt |
| Form And Line Reference | Part XIII (990-PF) - Undistributed Income | FormAndLineReferenceDesc |
| Medium Explanation | In 2019, Doctorbird Foundation (the "Foundation") discovered that on its Form 990-PF for taxable year ending December 31, 2019, Parts X and XI were not recorded properly. The Foundation would not have been subject to an underdistribution penalty under 4942 for the year 2019 if the average value of the assets had been properly recorded in Part X. Therefore, the Foundation has chosen not to amend Form 990-PF for taxable year ending December 31, 2019. Instead, the Foundation has adjusted the amount reported in Part XIII of Form 990-PF for year ending December 31, 2020 to reflect the correct balance. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 3.600% - 05/14/20 | $258,629 | $278,684 |
| ALPHABET INC CL C - 3.375% - 0 | $253,428 | $273,527 |
| APPLE INC - 3.000% - 02/09/202 | $256,793 | $268,940 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $265,248 | $258,374 |
| BRISTOL-MYERS SQUIBB - 3.250% | $261,600 | $270,621 |
| CATERPILLAR INC - 3.400% - 05/ | $248,448 | $272,843 |
| CELGENE CORP - 3.250% - 08/15/ | $247,633 | $262,425 |
| FEDEX CORP - 4.000% - 01/15/20 | $269,384 | $276,136 |
| GENERAL ELEC CAP CORP - 5.300% | $284,711 | $251,250 |
| HEWLETT-PACKARD CO - 4.650% - | $270,086 | $259,473 |
| INTEL CORP - 3.100% - 07/29/20 | $260,985 | $261,096 |
| JOHNSON &JOHNSON - 3.375% - 12 | $523,957 | $545,587 |
| JPMORGAN CHASE & CO FR - 3.875 | $248,705 | $279,103 |
| LOWES COMPANIES BOND - 3.800% | $266,782 | $255,448 |
| MASTERCARD - 3.375% - 04/01/20 | $262,235 | $273,557 |
| MORGAN STANLEY SR NT-F - 3.750 | $249,773 | $267,698 |
| ROCKWELL COLLINS - 3.100% - 11 | $257,072 | $254,301 |
| STARBUCKS CORP - 3.850% - 10/0 | $259,253 | $271,122 |
| U S BANCORP MTNS BK ENT - 3.00 | $258,020 | $257,724 |
| UNITEDHEALTH GROUP INC - 3.750 | $261,903 | $284,662 |
| VERIZON COMMUNICATIONS INC - 5 | $277,922 | $281,385 |
| WAL MART - 3.300% - 04/22/2024 | $258,470 | $272,473 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARCLAYS BANK IPATH ETN GSCI T | $8,255 | $6,056 |
| GOLDMAN SACHS TREASURYACCESS 0 | $617,846 | $615,838 |
| GUGGENHEIM RISK MANAGED REAL E | $1,270,324 | $1,264,782 |
| GUGGENHEIM TOTAL RETURN BOND F | $693,184 | $760,110 |
| HENDERSON EUROPEAN FOCUS FUND | $335,314 | $436,004 |
| HENDERSON GLOBAL EQUITY INC I | $646,998 | $593,684 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $47,574 | $49,064 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $236,881 | $236,970 |
| ISHARES BARCLAYS SHORT TREASUR | $537,054 | $536,181 |
| ISHARES BARCLAYS US AGGREGATE | $112,116 | $124,100 |
| ISHARES COHEN & STEERS REALTY | $8,296 | $8,298 |
| ISHARES EDGE MSCI MIN VOL GLOB | $646,688 | $673,331 |
| ISHARES FLOATING RATE NOTE FUN | $127,452 | $126,800 |
| ISHARES GOLD TRUST | $8,245 | $11,785 |
| ISHARES IBOXX $ HIGH YIELD COR | $41,171 | $42,079 |
| ISHARES MSCI EMERGING MARKETS | $13,822 | $16,793 |
| ISHARES MSCI USA MIN VOLATILIT | $287,560 | $298,876 |
| ISHARES RUSSELL 1000 INDEX FD | $19,144 | $26,268 |
| ISHARES RUSSELL 2000 | $19,280 | $24,115 |
| ISHARES S&P 500 INDEX FD | $3,339,561 | $5,510,724 |
| ISHARES S&P/CITIGROUP INTERNAT | $8,314 | $9,513 |
| ISHARES TRUST MSCI EAFE INDEX | $32,952 | $37,647 |
| ISHARESLEHMAN 7-10YR | $259,188 | $255,254 |
| JANU HENDERSON SHORT DURATION | $1,152,072 | $1,154,299 |
| JP MORGAN ULTRA SHORT INCOME E | $458,859 | $462,595 |
| JPMORGAN EMERGING MARKETS SOVE | $330,995 | $370,092 |
| JPMORGAN EQUITY PREMIUM INCOME | $1,018,547 | $972,656 |
| PROSHARES S&P 500 DIVIDEND ARI | $2,227,784 | $3,279,073 |
| RAYONIER INC | $350,203 | $398,099 |
| STONE RIDGE REINSURANCE RISK P | $731,515 | $619,145 |
| VANGUARD CHARLOTTE INTL BD IDX | $335,324 | $337,951 |
| WILDERMUTH ENDOWMENT FD CL A | $36,022 | $36,524 |
| WST ASSET MANAGER U.S. BOND FU | $1,264,826 | $1,365,054 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $81,258 | $81,258 | |
| K-1 Exp INVESCO DB US $ INDEX | $393 | $393 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss INVESCO DB US $ INDEX BULLISH FUND | Desc |
| Revenue And Expenses Per Books | $41 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $72,162 | Amt |
| Net Investment Income | $72,162 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $7,700 |
| 990-PF Excise Tax for 2019 | $542 |