ROBERT AND KATHLEEN DOBKIN INTUITIVE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND KATHLEEN DOBKIN INTUITIVE FOUNDATION (EIN 82-3119435)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349101646
- 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
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T08:51:44-06:00 | 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 | 823119435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert and Kathleen Dobkin Intuitive | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROBE | 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 | GABRIEL FENTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GABRIEL | PersonFirstNm |
| Person Last | FENTON | 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 | $5,234,478 | 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 | $143,675 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,798 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,798 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,985,834 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $317,806 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,813 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,804 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $511,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $423,613 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $23,227 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,227 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $154,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,279 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $140,712 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,472 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $22,777 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,777 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,663 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,658 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $838,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $822,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$327,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $409,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $874,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $981,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $981,480 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $20,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $20,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $20,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,000 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $105,804 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,725,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,376,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,043,208 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $120,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $179,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $179,804 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $9,986 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,986 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,894,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,567,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,234,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,894,897 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,567,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,894,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,567,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,894,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,567,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,894,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$327,319 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,567,578 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,567,578 | 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 | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $1,935,834 | $1,618,028 | $317,806 | $317,806 | |||
| DE-ICE TECHNOLOGIES INC | $50,000 | $50,000 | P | 2019-11-06 | 2020-03-09 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $317,806 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,689 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,689 | SubtotalAmt |
| Tax Based On Investment Income | $5,689 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,320 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,820 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $131 | OverpaymentAmt |
| Applied To ES Tax | $131 | AppliedToESTaxAmt |
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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Kathleen Dobkin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Robert Dobkin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Gabriel Fenton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas, Sec* | 0.0 | $0 | $0 | $0 |
| Danielle Vivo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 0.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Intuitive Ventures | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 Walnut St Suite 200 | AddressLine1Txt |
| City | Boulder | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $113,937 | CompensationAmt |
| 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 | $4,185,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $610,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $198,119 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,993,802 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,993,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,918,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,689 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,689 | TotalTaxAmt |
| Distributable Before Adj | $240,256 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $240,256 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $240,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $822,874 | 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 | $822,874 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $822,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,256 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $31,258 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,258 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $822,874 | QualifyingDistributionsAmt |
| Applied To Current Year | $240,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $582,618 | RemainingDistriFromCorpusAmt |
| Total Corpus | $613,876 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $613,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $31,258 | ExcessFromYear1Amt |
| Excess From Current Year | $582,618 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARNEGIE MELLON UNIVERSITY | |||||||
| PO BOX 371525 | PITTSBURGH | PA | 15251 | N/A | PC | General & Unrestricted | $300,000 |
| NAVY SEAL FOUNDATION INC | |||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23459 | N/A | PC | 2021 Tampa Bay Frogman 5k Swim fund | $1,000 |
| OAKLAND UNIFIED SCHOOL DISTRICT | |||||||
| 1000 BROADWAY STE 680 | OAKLAND | CA | 94607 | N/A | GOV | Burckhalter Elementary School | $1,500 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE | |||||||
| 16 SPROUL HALL 1960 | BERKELEY | CA | 94720 | N/A | PC | SCET Innovating Through Crisis Program | $150,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE | |||||||
| 16 SPROUL HALL 1960 | BERKELEY | CA | 94720 | N/A | PC | Examining the Effects of Non-Invasive Light Therapy System (LTS) on Amyloid Beta Accumulation and Microglia Activity in Alzheimer's Mice | $42,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE STE 401 | BERKELEY | CA | 94704 | N/A | PC | The Intuitive Foundation Fund for the SCET Sports Tech & Human Performance Course | $50,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 914 BROADWAY 95 UCB | BOULDER | CO | 80309 | N/A | PC | Master Course Entrepreneurship fund | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,500 | 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 | $2,798 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,205 | 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 | $245,820 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Federal Tax Refund | 01 | $16,009 |
| INTEREST INCOME FROM NOTES | 01 | $9,804 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $367,636 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $367,636 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Dobkin 2011 Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16095 Ridgecrest Avenue | AddressLine1Txt |
| City | Monte Sereno | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $143,675 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ANALOG DEVICES INC ADI, 1000 sh. | NoncashPropertyDesc |
| Fair Market Value | $143,675 | FairMarketValueAmt |
| Received | 2020-12-22 | ReceivedDt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Gabriel Fenton |
| *removed from position in 2020 |
| Danielle Vivo |
| *resigned from foundation in 2020 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $59,329 | $97,954 |
| ACOUSTIC WELLS RT SIMPLE AGREE | $100,000 | $100,000 |
| ALPHABET INC CL A | $55,997 | $89,385 |
| AMGEN INC | $68,203 | $87,140 |
| ANALOG DEVICES INC | $143,675 | $147,730 |
| APPLE INC | $73,356 | $228,227 |
| BLACKROCK STRAT INC OPP PORTFO | $45,623 | $48,113 |
| BOEING CO | $101,880 | $71,496 |
| CISCO SYSTEMS INC | $42,575 | $46,272 |
| COLGATE-PALMOLIVE COMPANY | $30,722 | $36,256 |
| COMCAST CORP | $42,472 | $58,898 |
| DIAGEO PLC ADS | $43,901 | $50,819 |
| ECOLAB INC | $59,213 | $93,684 |
| FLIPPER INC RT SIMPLE AGREEMEN | $50,000 | $50,000 |
| FT-PREFERRED SECUR & INC ETF | $68,694 | $68,484 |
| GENETIC FORESIGHT RT SIMPLE AG | $50,000 | $50,000 |
| HOME DEPOT INC | $61,728 | $85,530 |
| ILLINOIS TOOL WORKS | $45,125 | $57,494 |
| INTEL CORP | $88,800 | $98,693 |
| INTERNATIONAL BUSINESS MACHINE | $42,414 | $46,324 |
| JOHNSON & JOHNSON | $28,677 | $33,365 |
| JP MORGAN STRATEGIC INCOME OPP | $46,311 | $46,361 |
| KIMBERLY CLARK CORP | $42,629 | $41,258 |
| LOCKHEED MARTIN CORP | $79,267 | $85,550 |
| MCDONALD'S CORP | $41,355 | $51,499 |
| MEDTRONIC PLC | $68,088 | $94,298 |
| MICROSOFT CORP | $36,887 | $92,749 |
| MONDELEZ INTERNATIONAL INC | $42,453 | $46,425 |
| MORGAN STANLEY FIN L/O MXEF SX | $100,000 | $94,300 |
| MORGAN STANLEY FIN L/O RTY SPX | $100,000 | $94,150 |
| NEXTERA ENERGY, INC | $45,106 | $89,648 |
| OPTOCEUTICS APS WTS FOR DKK | $150,000 | $150,000 |
| PEPSICO INC | $73,327 | $92,539 |
| PRINCIPAL SHORT TERM INCOME | $172,715 | $176,040 |
| PRUDENTIAL SHORT-TERM CORPOROR | $344,730 | $357,507 |
| QUEST DIAGNOSTICS | $42,802 | $56,129 |
| RAYTHEON TECHNOLOGIES CORP | $93,215 | $97,826 |
| ROCKWELL AUTOMATION INC | $47,998 | $67,970 |
| STARBUCKS CORP COM | $42,853 | $62,690 |
| THORNBURG LIMITED TERM INCOME | $172,749 | $179,752 |
| THORNBURG STRATEGIC INCOME FUN | $68,870 | $72,351 |
| UNION PACIFIC | $59,783 | $91,409 |
| WAL-MART STORES INC | $89,601 | $87,355 |
| WALT DISNEY HOLDINGS CO | $70,694 | $117,767 |
| WASTE MANAGEMENT INC | $42,491 | $51,771 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTNANO, INC. COMMON STOCK | $100,000 | $100,000 |
| DE-ICE TECHNOLOGIES INC PFD | $59,804 | $59,804 |
| NIMBUS ROBOTICS INC SER B PFD | $20,000 | $20,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $23,227 | LegalFeesAmt |
| Disbursements Charitable Prps | $23,227 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDBOARD BASED KITS IN TRANSIT | $5,385 | $5,385 |
| EDBOARD EXPAN KITS IN TRANSIT | $4,601 | $4,601 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,499 | $20,499 | |
| Bank Charges | $5 | $5 | |
| Office & Supplies | $217 | $217 | |
| Postage/Delivery Service | $119 | $119 | |
| State or Local Filing Fees | $25 | $25 | |
| TRAINING & PROF DEVELOPMENT | $20,000 | $20,000 | |
| Website Hosting/Support | $798 | $798 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax Refund | $16,009 | |
| Interest Income from Notes | $9,804 | $9,804 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DE-ICE TECHNOLOGIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $50,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2019-11 | NoteDt |
| Loan Maturity | 2021-09 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL AND INTEREST DUE UPON MATURITY | RepaymentTermsTxt |
| Interest | 5. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | INVESTMENT | LoanPurposeTxt |
| Lender Consideration | N/A | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $113,937 | $113,937 | |
| Investment Management Services | $14,279 | $14,279 | |
| MARKETING SERVICES | $13,107 | $13,107 | |
| Website Development | $7,628 | $7,628 | |
| PHILANTRHOPIC CONSULTING SRVCS | $2,000 | $2,000 | |
| IT SUPPORT | $4,040 | $4,040 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $1,400 | |
| Foreign Tax Paid | $72 | $72 |