DIXON & CAROL DOLL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DIXON & CAROL DOLL FAMILY FOUNDATION (EIN 94-3346287)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202133189349100803
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T20:03:32-06:00 | 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 | 943346287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dixon and Carol Doll Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DIXO | 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 | CAROL DOLL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | DOLL | 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 | $3,736,654 | 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 | $244,820 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,257 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,257 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,520 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,485,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $770,675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $518,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $811,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $25,611 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,611 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $97,798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,359 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $94,439 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,040,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,040,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,168,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,134,776 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$649,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $782,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $478,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,655 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,223,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,782,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,728,811 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $550,773 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $451,353 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $469,250 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $143,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $365,494 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $390,938 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,397,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,747,170 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,736,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,397,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,747,170 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,397,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,747,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,397,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,747,170 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,397,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$649,954 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,747,170 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,747,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,485,049 | GrossSalesPriceAmt |
| Cost Or Other Basis | $714,374 | CostOrOtherBasisAmt |
| Gain Or Loss | $770,675 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $770,675 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $770,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,876 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,876 | SubtotalAmt |
| Tax Based On Investment Income | $10,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,275 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,890 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,165 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $289 | OverpaymentAmt |
| Applied To ES Tax | $289 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Carol Ann Doll | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 1.0 | $0 | $0 | $0 |
| Dixon R Doll | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, VP | 1.0 | $0 | $0 | $0 |
| 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 | $3,320,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $390,939 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,923,318 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,923,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,864,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $193,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $193,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,876 | TotalTaxAmt |
| Distributable Before Adj | $182,347 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $182,347 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $182,347 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,134,776 | 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 | $1,134,776 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,134,776 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,347 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $227,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $756,343 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $982,289 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $919,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,172,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,058,455 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,134,776 | QualifyingDistributionsAmt |
| Applied To Current Year | $182,347 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $952,429 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,010,884 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $227,313 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,783,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $756,343 | ExcessFromYear4Amt |
| Excess From Year3 | $982,289 | ExcessFromYear3Amt |
| Excess From Year2 | $919,775 | ExcessFromYear2Amt |
| Excess From Year1 | $1,172,735 | ExcessFromYear1Amt |
| Excess From Current Year | $952,429 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Carol Ann Doll | ContributingManagerNm |
| Contributing Manager | Dixon R Doll | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDAT | |||||||
| PO BOX 29405 | SAN FRANCISCO | CA | 94129 | N/A | PC | scholarship fund and SAC virtual event | $6,000 |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Annual Board Pledge for 2020 | $50,000 |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Capital Campaign | $100,000 |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | 2020 COVID-19/Sustainer Fund | $25,000 |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Charitable Event | $30,000 |
| CORPORATION OF THE FINE ARTS MUSEUMS | |||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | N/A | PC | 2020 Annual Gift | $2,500 |
| GLADSTONE FOUNDATION | |||||||
| 1650 OWENS ST | SAN FRANCISCO | CA | 94158 | N/A | PC | General & Unrestricted | $500 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | N/A | PC | Kukio Community Fund | $10,000 |
| HOOVER INSTITUTION - STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | 2020 Year-end gift | $10,000 |
| KANSAS STATE UNIVERSITY FOUNDATION | |||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | N/A | PC | K-State Strong Emergency Response Fund | $20,000 |
| MARCH ON MARYLAND INC | |||||||
| 820 RITCHIE HWY STE 250 | SEVERNA PARK | MD | 21146 | N/A | PC | Corporate Sponsorship of Dine 11 SF | $10,000 |
| MARIN LINK INC | |||||||
| 5800 NORTHGATE MALL STE 250 | SAN RAFAEL | CA | 94903 | N/A | PC | Charitable Event | $5,000 |
| MISSION DOLORES ACADEMY | |||||||
| 3371 16TH ST | SAN FRANCISCO | CA | 94114 | N/A | PC | 2020 Annual Fund Contribution | $5,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| ROBERT H LURIE ENGINEERING CENTER | ANN ARBOR | MI | 48109 | N/A | PC | Michigan Biomedical Venture Fund | $250,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | annual gift | $46,237 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Annual Board Gift | $25,000 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | 2020 annual board gift | $90,000 |
| SAN FRANCISCO OPERA GUILD | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | for opera education in schools | $1,000 |
| SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION | |||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | N/A | PC | 2020 Annual Appeal | $3,000 |
| SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION | |||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $3,600 |
| ST IGNATIUS CHURCH | |||||||
| 650 PARKER AVE | SAN FRANCISCO | CA | 94118 | N/A | SO I | 2020 Annual Appeal | $20,000 |
| STANFORD UNIVERSITY - STANFORD INSTITUTE FOR ECONO | |||||||
| 366 GALVEZ ST MC 6015 | STANFORD | CA | 94305 | N/A | PC | 2019 Annual Board Gift | $25,000 |
| STANFORD UNIVERSITY - STANFORD INSTITUTE FOR ECONO | |||||||
| 366 GALVEZ ST MC 6015 | STANFORD | CA | 94305 | N/A | PC | 2020 Annual Board Gift | $25,000 |
| STANFORD UNIVERSITY - STANFORD INSTITUTE FOR ECONO | |||||||
| 366 GALVEZ ST MC 6015 | STANFORD | CA | 94305 | N/A | PC | The Dixon and Carol Doll Graduate Fellowship Fund in SIEPR | $200,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | N/A | PC | COVID-19 Response Fund | $25,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | N/A | PC | 2020 Women In Leadership & Philanthropy Spring Symposium | $2,500 |
| VENTURE CAPITAL FOUNDATION | |||||||
| 25 MASSACHUSETTS AVE NW NO 73 | WASHINGTON | DC | 20001 | N/A | SO I | pledge fund | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,040,337 | 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 | $1,257 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,520 | 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 | $232,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $273,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,557 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Doll Family Trust | |||||||
| 1 | c/o Dixon Doll 2020 Broadway Street | San Francisco | CA | 94115 | $209,820 | Yes (X) | |
| Doll Dixon R | |||||||
| 2 | 2020 Broadway Street | San Francisco | CA | 94115 | $35,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ZOOM VIDEO COMMUNICATIONS INC ZM, 800 sh. | NoncashPropertyDesc |
| Fair Market Value | $209,820 | FairMarketValueAmt |
| Received | 2020-07-07 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 8865 | IdentifierTxt |
| Form And Line Reference | Form 8865 | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CR CORP BOND | $48,733 | $50,255 |
| APPLE - 3.000% - 11/01/2027 | $95,730 | $112,729 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $102,640 | $102,131 |
| GOLDMAN SACHS GROUP INC - 5.25 | $104,830 | $102,808 |
| ORACLE CORP - 2.800% - 07/08/2 | $99,420 | $101,327 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10X GENOMICS CLASS A | $37,002 | $38,232 |
| ALIBABA GROUP HOLDING LTD | $64,675 | $79,128 |
| ALPHABET INC CL A | $56,490 | $78,869 |
| ALPHABET INC CL C | $63,010 | $87,594 |
| AMAZON COM | $177,756 | $325,692 |
| AMERICAN TOWER REIT INC | $86,455 | $103,252 |
| APPLE INC | $155,366 | $358,262 |
| BLACKROCK INC | $26,521 | $43,292 |
| CROWN CASTLE INTL | $47,342 | $63,358 |
| FACEBOOK INC | $91,528 | $149,965 |
| GUGGENHEIM TOTAL RETURN BOND F | $74,991 | $82,618 |
| HOME DEPOT INC | $53,504 | $53,124 |
| LOCKHEED MARTIN CORP | $30,081 | $28,398 |
| MASTERCARD INC | $61,211 | $85,666 |
| MCDONALD'S CORP | $49,402 | $55,362 |
| MICROSOFT CORP | $140,728 | $222,419 |
| MORGAN STANLEY FLEXIBLE INCOME | $85,891 | $89,113 |
| NESTLE S.A | $53,553 | $58,900 |
| NETFLIX INC | $22,464 | $40,555 |
| NEXTERA ENERGY, INC | $72,650 | $92,580 |
| PAYPAL HOLDINGS, INC | $85,727 | $210,780 |
| THERMO FISHER SCIENTIFIC INC | $96,192 | $168,147 |
| VEEVA SYSTEMS INC | $45,739 | $71,330 |
| VISA INC | $104,390 | $142,175 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBETOUCH INC SERIES A-PRIME | $110,000 | $110,000 |
| TEN ELEVEN VENTURE FUND II, LP | $255,494 | $280,938 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,040,337. This amount represents 25% or more of the Foundation's net assets of $3,625,517 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $19,279 | $19,279 | |
| K-1 Exp TEN ELEVEN VENTURE FUN | $3,359 | $3,359 | |
| State or Local Filing Fees | $160 | $160 | |
| FOUNDATION DUES & MEMBERSHIPS | $75,000 | $75,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $25,611 | Amt |
| Net Investment Income | $25,611 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $3,200 | |
| 990-PF Extension for 2019 | $1,369 | |
| Foreign Tax Paid | $16 | $16 |