DORRANCE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DORRANCE FAMILY FOUNDATION (EIN 86-0691863)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349109003
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T17:02:10-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860271207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT WESTERGARD & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 WEST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015830 | 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 | 860691863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORRANCE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORR | BusinessNameControlTxt |
| Phone | 4803677000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6263 NORTH SCOTTSDALE ROAD STE 33 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENNETT DORRANCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4803677000 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BENNETT | PersonFirstNm |
| Person Last | DORRANCE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY M WHITE | PreparerPersonNm |
| PTIN | P00622256 | PTIN |
| Phone | 4808346030 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $59,784,024 | 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 | $1,900,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,124 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $927,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $927,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,212,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,216,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,212,818 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $644,259 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$25,993 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $640,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,722,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,152,476 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $640,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $202,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $202,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,355 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,355 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,135 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,568 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,567 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,537 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,538 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $163,425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,543 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,882 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $40,358 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $40,358 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,705 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,624 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,234 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,234 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $508,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $231,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $256,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,680,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $231,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,428,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,042,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,920,765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $640,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,473,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,810,648 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,810,648 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,773,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,539,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,539,497 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,015,578 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,433,879 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,433,879 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $55,262,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,784,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,784,024 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $15,883 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $7,493 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $15,883 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,493 | 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 | $55,247,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,776,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,247,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,776,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,262,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,784,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,247,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,042,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $563 | OtherIncreasesAmt |
| Subtotal | $60,289,952 | SubtotalAmt |
| Other Decreases | $513,421 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,776,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,880,434 | $1,843,090 | $37,344 | $37,344 |
| PUBLICLY TRADED SECURITIES | P | $8,406,175 | $2,067,002 | $6,339,173 | $6,339,173 |
| DFE ALTERNATIVE INVESTMENTS, LLC | P | $220,103 | $220,103 | $220,103 | |
| DFE ALTERNATIVE INVESTMENTS, LLC | P | $115,797 | -$115,797 | -$115,797 | |
| DFE ASSET MANAGEMENT, LLC | P | $198,419 | -$198,419 | -$198,419 | |
| DFE ASSET MANAGEMENT, LLC | P | $230,233 | $230,233 | $230,233 | |
| DFE PRIVATE EQUITY INVESTMENTS, LLC | P | $37,729 | $37,729 | $37,729 | |
| YORK CREDIT OPPORTUNITIES INVESTMENT | P | $418,708 | $750,000 | -$331,292 | -$331,292 |
| HARVEST INSURANCE INVESTMENT | P | $23,496 | $29,752 | -$6,256 | -$6,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,212,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96,199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,852 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $155,852 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $59,653 | OverpaymentAmt |
| Applied To ES Tax | $59,653 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | WWW.DORRANCEFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BENNETT DORRANCE | IndividualWithBooksNm |
| Phone | 4803677000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6263 NORTH SCOTTSDALE ROAD SUITE | AddressLine1Txt |
| Address Line2 | 330 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CA | ForeignCountryCd |
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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BENNETT DORRANCE | ||||||||
| 6263 NORTH SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JACQUELYNN W DORRANCE | ||||||||
| 6263 NORTH SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | SECRETARY | 2.00 | $0 | $0 | $0 |
| BENNETT DORRANCE JR | ||||||||
| 6263 NORTH SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ASHLEY DORRANCE KAPLAN | ||||||||
| 6263 NORTH SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | TREASURER | 2.00 | $0 | $0 | $0 |
| CARRIE OSTROSKI | ||||||||
| 6263 NORTH SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | EXECUTIVE DIRECTOR | 40.00 | $202,000 | $12,954 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DFE ALTERNATIVE INVESTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6263 NORTH SCOTTSDALE ROAD STE 330 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $104,104 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $49,736,232 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,805,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,541,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,541,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $818,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,723,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,686,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,686,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,199 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,144 | IncomeTaxAmt |
| Total Tax | $102,343 | TotalTaxAmt |
| Distributable Before Adj | $2,583,828 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,583,828 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,583,828 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,428,435 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,428,435 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,428,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,583,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,521,923 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,452,920 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,224,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,852,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,868,817 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,920,991 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,428,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,583,828 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,844,607 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,765,598 | 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 | $4,521,923 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,243,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,452,920 | ExcessFromYear4Amt |
| Excess From Year3 | $6,224,652 | ExcessFromYear3Amt |
| Excess From Year2 | $1,852,679 | ExcessFromYear2Amt |
| Excess From Year1 | $1,868,817 | ExcessFromYear1Amt |
| Excess From Current Year | $1,844,607 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENNETT DORRANCE | ContributingManagerNm |
| Contributing Manager | JACQUELYNN W DORRANCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN BIRD CONSERVANCY | ||||||||
| 4249 LOUDOUN AVE | THE PLAINS | VA | 20198 | N/A | PC | TO SUPPORT RESTORING ECOSYSTEMS AND ADDRESSING AVIAN DISEASE IN HAWAII | $75,000 | |
| ANGEL FLIGHT WEST | ||||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | N/A | PC | TO SUPPORT GENERAL OPERATIONS, GAP SUPPORT FOR STAFF AND OPERATIONS IN RESPONSE TO COVID-19 | $15,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | N/A | PC | TO SUPPORT THE DORRANCE HAWAII INNOVATION FUND, EDUCATION AND CONSERVATION | $1,650,000 | |
| BABY2BABY | ||||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 | |
| BALLET ARIZONA | ||||||||
| 3645 EAST INDIAN SCHOOL ROAD | PHOENIX | AZ | 85018 | N/A | PC | TO SUPPORT BE OUR BRIDGE CAMPAIGN | $10,000 | |
| BANNER ALZHEIMER'S FOUNDATION | ||||||||
| 2901 N CENTRAL AVENUE SUITE 160 | PHOENIX | AZ | 85012 | N/A | PC | TO SUPPORT FAMILY & COMMUNITY SERVICES CAREGIVER SUPPORT PROGRAM | $10,000 | |
| BANNER HEALTH FOUNDATION | ||||||||
| 2901 N CENTRAL AVENUE SUITE 160 | PHOENIX | AZ | 85012 | N/A | PC | TO SUPPORT "SUPPORT OUR STAFF" FUND | $10,000 | |
| BANNER HEALTH FOUNDATION | ||||||||
| 2901 N CENTRAL AVENUE SUITE 160 | PHOENIX | AZ | 85012 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 | |
| BIODIVERSITY FUNDERS GROUP | ||||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | TO SUPPORT BIODIVERSITY FUNDERS GROUP | $7,500 | |
| BOYS & GIRLS CLUB OF THE BIG ISLAND | ||||||||
| 100 KAMAKAHONU STREET | HILO | HI | 96720 | N/A | PC | TO SUPPORT THE MILOLI'I COMMUNITY, PROVIDING FOR FOOD AND MEALS | $2,500 | |
| BRENTWOOD SCHOOLS | ||||||||
| 100 S BARRINGTON PL | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT BRENTWOOD FUND - ANNUAL GIVING CAMPAIGN | $25,000 | |
| BRENTWOOD SCHOOLS | ||||||||
| 100 S BARRINGTON PL | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT MIDDLE SCHOOL CAMPUS AND EDUCATION MASTER PLAN CAPITAL PROJECT | $166,667 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT COVID-19 LA COUNTY RESPONSE FUND FOR EDUCATION RESPONSE NEEDS | $15,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT FUNDING FOR THE LAUSD STUDENTS MOST IN NEED, DISASTER RELIEF DUE TO COVID-19, MEALS AND ONLINE EDUCATION RESOURCES FOR KIDS IN THE LOS ANGELES SCHOOL DISTRICT IN NEED. | $25,000 | |
| CHRISTIAN CENTER OF PARK CITY | ||||||||
| 1283 DEER VALLEY DRIVE | PARK CITY | UT | 84060 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | |
| CRAYON COLLECTION | ||||||||
| 149 S BARRINGTON AVE 649 | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT DIGITAL COMMUNICATIONS MANAGER & ADMIN COORDINATOR SALARY | $34,000 | |
| CRAYON COLLECTION | ||||||||
| 149 S BARRINGTON AVE 649 | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | |
| FIVE MOUNTAINS RURAL CLINIC DBA KIPUKA O KE OLA | ||||||||
| 64-1035 HAWAII BELT RD STE F | WAIMEA | HI | 96743 | N/A | PC | TO SUPPORT STAFFING LEVELS DURING COVID-19 CRISIS | $2,500 | |
| FOOTHILL FAMILY | ||||||||
| 2500 EAST FOOTHILL BLVD STE 300 | PASADENA | CA | 91107 | N/A | PC | TO SUPPORT GENERAL OPERATIONS IN RESPONSE TO COVID-19 | $20,000 | |
| GILBERT HIGH SCHOOL TIGER BASEBALL BOOSTER CLUB | ||||||||
| 1101 E ELLIOT RD | GILBERT | AZ | 85234 | N/A | PC | TO SUPPORT THE PURCHASE OF A SCOREBOARD | $2,500 | |
| GLACIER NATIONAL PARK CONSERVANCY | ||||||||
| PO BOX 2749 | COLUMBIA FALLS | MT | 59912 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $2,500 | |
| GRAND CANYON CONSERVANCY | ||||||||
| 4 TONTO ST | GRAND CANYON VILLAGE | AZ | 86023 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $2,500 | |
| HABITAT FOR HUMANITY - HAWAII ISLAND | ||||||||
| 73-4161 ULU WINI PLACE BAY 1 | KAILUAKONA | HI | 96740 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $2,500 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 2241 W VINEYARD ST | WAILUKU | HI | 96793 | N/A | PC | TO SUPPORT ENVIRONMENTAL FUNDERS GROUP | $12,500 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 2241 W VINEYARD ST | WAILUKU | HI | 96793 | N/A | PC | TO SUPPORT KUKIO COMMUNITY FUND | $10,000 | |
| HAWAII FOREST INSTITUTE | ||||||||
| PO BOX 66 | OOKALA | HI | 96774 | N/A | PC | TO SUPPORT KEAUHOU BIRD CONSERVATION DISCOVERY FOREST | $20,000 | |
| HAWAII INSTITUTE OF PACIFIC AGRICULTURE | ||||||||
| 53-378 PRATT RD | KAPAAU | HI | 96755 | N/A | PC | TO SUPPORT WORK FORCE DEVELOPMENT AND ADDITIONAL INTERNS | $7,000 | |
| HAWAII INSTITUTE OF PACIFIC AGRICULTURE | ||||||||
| 53-378 PRATT RD | KAPAAU | HI | 96755 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $35,000 | |
| HAWAII ISLAND HUMANE SOCIETY | ||||||||
| 74-5225 QUEEN KAAHUMANU HWY | KAILUA KONA | HI | 96740 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 | |
| HAWAII ISLAND LAND TRUST | ||||||||
| 126 QUEEN ST STE 306 | HONOLULU | HI | 96813 | N/A | PC | TO SUPPORT CAPACITY AND OPERATIONS TO LAUNCH MAHUKONA PROJECT | $25,000 | |
| HAWAII PUBLIC RADIO | ||||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $500 | |
| HAWAII WILDFIRE MANAGEMENT ORGANIZATION | ||||||||
| 65-1279 KAWAIHAE RD STE 211 | WAIMEA | HI | 96743 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $2,500 | |
| HAWAII WILDLIFE CENTER | ||||||||
| PO BOX 551752 | KAPAUA | HI | 96755 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $56,000 | |
| HEROES TO HEROES FOUNDATION | ||||||||
| PO BOX 741577 | BOYNTON BEACH | FL | 33474 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $500 | |
| HONORHEALTH FOUNDATION | ||||||||
| 8125 N HAYDEN RD | SCOTTSDALE | AZ | 85258 | N/A | PC | TO SUPPORT HONOR HEALTH EMPLOYEE CRISIS THOMPSON PEAK HOSPITAL EMERGENCY FUND | $25,000 | |
| ISLAMIC RELIEF USA | ||||||||
| PO BOX 22250 | ALEXANDRIA | VA | 22304 | N/A | PC | TO SUPPORT ISLAMIC RELIEF USA, FOR HUMANITARIAN RELIEF EFFORTS IN YEMEN | $250 | |
| KAHILU THEATRE FOUNDATION | ||||||||
| PO BOX 549 | KAMUELA | HI | 96743 | N/A | PC | TO SUPPORT FUNDING TO CONTRACT WITH A FACILITATOR AND TRAINER | $5,000 | |
| KAHUA PAA MUA | ||||||||
| PO BOX 896 | KAPAAU | HI | 96755 | N/A | PC | TO SUPPORT OHANA AGRICULTURAL RESILIENCE PROJECT | $21,500 | |
| KAILAPA COMMUNITY ASSOCIATION | ||||||||
| 61-4016 KAI OPAE PL | WAIMEA | HI | 96743 | N/A | PC | TO SUPPORT STEWARDSHIP OF MAUKA LAND AND COMMUNITY EFFORTS | $5,000 | |
| KAMUELA PHILHARMONIC ORCHESTRA | ||||||||
| PO BOX 2597 | KAMUELA | HI | 96743 | N/A | PC | TO SUPPORT UNDERWRITING THE CONCERTO COMPETITION AND CONCERT | $25,000 | |
| KAWAIHAE CANOE CLUB | ||||||||
| PO BOX 3079 | KAILUAKONA | HI | 96745 | N/A | PC | TO SUPPORT THE PURCHASE OF AN ADDITIONAL SET OF WHEELS | $1,000 | |
| KISSIDUGU FOUNDATION | ||||||||
| PO BOX 263 | HAWI | HI | 96719 | N/A | PC | TO SUPPORT THE SUMMER ARTS PROGRAM | $5,500 | |
| KOHALA INSTITUTE | ||||||||
| 53-580 IOLE RD | KAPAAU | HI | 96755 | N/A | PC | TO SUPPORT GENERAL OPERATIONS FOR DIRECT PROGRAMS AND ASSOCIATED ADMINISTRATIVE NEEDS | $18,800 | |
| KOKOLULU FARM AND CANCER RETREATS INC | ||||||||
| 53-3476 AKANI PULE HWY | HAWI | HI | 96719 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $2,500 | |
| LHADRIMA FOUNDATION | ||||||||
| 3510 CATALPA WAY | BOULDER | CO | 80304 | N/A | PC | TO SUPPORT GRACE LEARNING CENTER ART INSTALLATION AT THE KOHALA INSTITUTE | $30,000 | |
| LOCAL FIRST ARIZONA FOUNDATION | ||||||||
| 407 E ROOSEVELT STREET | PHOENIX | AZ | 85004 | N/A | PC | TO SUPPORT SMALL LOCAL BUSINESS, IN HONOR OF SUSAN BANSAK | $10,000 | |
| MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 94965 | N/A | PC | TO SUPPORT HAWAII ISLAND OCEAN CONSERVATION EDUCATION TO PROTECT HAWAIIAN MONK SEALS | $20,000 | |
| MAUI POPS ORCHESTRA | ||||||||
| 95 MAHALANI ST ROOM 6 | WAILUKU | HI | 96793 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $2,500 | |
| MINI THERAPY HORSES | ||||||||
| 26500 AGOURA ROAD SUITE 102-460 | CALABASAS | CA | 91302 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $5,200 | |
| MISS FOUNDATION | ||||||||
| 77 E THOMAS ROAD STE 112 | PHOENIX | AZ | 85012 | N/A | PC | TO SUPPORT SELAH HOUSE RESPITE CENTER AND CAREFARM OPERATIONS | $5,000 | |
| NA KALAI WA'A | ||||||||
| 64-1032 MAMALAHOA HWY 311 | WAIMEA | HI | 96743 | N/A | PC | TO SUPPORT MAKALI'I VOYAGING AND MAHUKONA | $5,000 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | ||||||||
| PO BOX 519 | HAWI | HI | 96719 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 | |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | ||||||||
| PO BOX 519 | HAWI | HI | 96719 | N/A | PC | TO SUPPORT NKCRC EAT LOCALLY GROWN, FEED KOHALA PROJECT | $50,000 | |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | ||||||||
| PO BOX 519 | HAWI | HI | 96719 | N/A | PC | TO SUPPORT WASTE STREAM PROJECT | $4,700 | |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | ||||||||
| PO BOX 519 | HAWI | HI | 96719 | N/A | PC | TO SUPPORT GENERAL OPERATIONS RELATED TO COVID-19 RAPID-RESPONSE RESOURCES | $2,500 | |
| NOTMYKID | ||||||||
| 5230 EAST SHEA BOULEVARD | SCOTTSDALE | AZ | 85254 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $35,000 | |
| OCEAN DEFENDERS ALLIANCE | ||||||||
| 8812 ANCHORAGE DR | HUNTINGTON BEACH | CA | 92646 | N/A | PC | TO SUPPORT MARINE DEBRIS REMOVAL IN HAWAII AND CALIFORNIA | $35,000 | |
| OCEAN DEFENDERS ALLIANCE | ||||||||
| 8812 ANCHORAGE DR | HUNTINGTON BEACH | CA | 92646 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $35,000 | |
| PAA PONO MILOLII | ||||||||
| PO BOX 7715 | HILO | HI | 96720 | N/A | PC | TO SUPPORT MEALS FOR KIDS IN MILOLI'I | $5,000 | |
| PALO VERDE VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 1381 | REDWAY | CA | 95560 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 | |
| PARKER SCHOOL | ||||||||
| 65-1224 LINDSEY ROAD | KAMUELA | HI | 96743 | N/A | PC | TO SUPPORT GENERAL OPERATIONS, IN HONOR OF ORION DORRANCE | $2,500 | |
| RUSTY'S ANIMAL SANCTUARY | ||||||||
| PO BOX 74031 | PHOENIX | AZ | 85087 | N/A | PC | TO SUPPORT GENERAL OPERATIONS, IN HONOR OF THE BANSAK FAMILY AND THEIR BELOVED MARLEY | $10,000 | |
| SALVATION ARMY | ||||||||
| 2707 E VAN BUREN ST | PHOENIX | AZ | 85008 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 | |
| SEQUOIA PARKS CONSERVANCY | ||||||||
| 47050 GENERALS HWY UNIT 10 | THREE RIVERS | CA | 93271 | N/A | PC | TO SUPPORT COVID-19 STAFF SUPPORT AND STAFF FUNDING | $50,000 | |
| SEQUOIA PARKS CONSERVANCY | ||||||||
| 47050 GENERALS HWY UNIT 10 | THREE RIVERS | CA | 93271 | N/A | PC | TO SUPPORT RECOVERING ENDANGERED FROGS AND NATIVE WILDLIFE IN HIGH ELEVATION LAKES | $250,000 | |
| SEVEN ARROWS ELEMENTARY | ||||||||
| 15332 ANTIOCH ST PMB 313 | PACIFIC PALISADES | CA | 90272 | N/A | PC | TO SUPPORT GENERAL OPERATIONS, GAP SUPPORT FOR STAFF AND OPERATIONS IN RESPONSE TO COVID-19 | $5,000 | |
| SEVEN ARROWS ELEMENTARY | ||||||||
| 15332 ANTIOCH ST PMB 313 | PACIFIC PALISADES | CA | 90272 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $63,633 | |
| SEVEN ARROWS INC | ||||||||
| 1812 STANFORD ST | SANTA MONICA | CA | 90404 | N/A | PC | TO SUPPORT LITTLE DOLPHINS BY THE SEA, GAP SUPPORT FOR STAFF AND OPERATIONS IN RESPONSE TO COVID-19 | $5,000 | |
| SEVEN ARROWS INC | ||||||||
| 1812 STANFORD ST | SANTA MONICA | CA | 90404 | N/A | PC | TO SUPPORT LITTLE DOLPHINS BY THE SEA, GENERAL OPERATIONS | $5,000 | |
| SIERRA FOOTHILL CONSERVANCY | ||||||||
| PO BOX 691 | MARIPOSA | CA | 95338 | N/A | PC | TO SUPPORT COVID-19-STAFF SUPPORT AND STAFF FUNDING | $15,000 | |
| SIERRA FOOTHILL CONSERVANCY | ||||||||
| PO BOX 691 | MARIPOSA | CA | 95338 | N/A | PC | TO SUPPORT BEAN MEADOW WILDLIFE HABITAT ENHANCEMENT PROJECT PHASE II | $250,000 | |
| SIERRA FOREST LEGACY | ||||||||
| PO BOX 377 | COLOMA | CA | 95613 | N/A | PC | TO SUPPORT WILDFIRE PREVENTION AND ANIMAL HABITAT RESTORATION | $70,000 | |
| SOLDIER'S BEST FRIEND | ||||||||
| PO BOX 6242 | GLENDALE | AZ | 85312 | N/A | PC | TO SUPPORT VETERINARY CARE OF THE VETERANS SUPPORT DOGS | $7,500 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PC | TO SUPPORT COVID-19 DECONTAMINATION UNIT | $5,000 | |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | N/A | PC | TO SUPPORT FEDERAL CHALLENGE PROGRAM | $5,000 | |
| TGEN | ||||||||
| 445 N FIFTH STREET | PHOENIX | AZ | 85004 | N/A | PC | TO SUPPORT PRESIDENT'S RESEARCH FUND | $25,000 | |
| THE FOOD BASKET | ||||||||
| 40 HOLOMUA STREET | HILO | HI | 96720 | N/A | PC | TO SUPPORT GENERAL OPERATIONS FOR HAWAII ISLAND-WIDE FOOD SECURITY EFFORTS | $2,500 | |
| THE NATURE CONSERVANCY | ||||||||
| 7600 NORTH 15TH STREET | PHOENIX | AZ | 85020 | N/A | PC | TO SUPPORT UPPER SAN PEDRO RIVER AQUIFER PROJECT | $10,000 | |
| THE TRUST FOR PUBLIC LAND - HAWAII | ||||||||
| 1003 BISHOP STREET PAUAHI TOWER STE | HONOLULU | HI | 96813 | N/A | PC | TO SUPPORT PRESERVING THE KA'U COAST | $22,000 | 740 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | N/A | PC | TO SUPPORT POETRY CENTER GENERAL OPERATIONS | $5,000 | |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||||
| 950 ARTHUR AVE | MISSOULA | MT | 59812 | N/A | PC | TO SUPPORT THE FLATHEAD MONITORING & RESEARCH FUND | $5,000 | |
| VENICE FAMILY CLINIC | ||||||||
| 604 ROSE AVE | VENICE | CA | 90291 | N/A | PC | TO SUPPORT COVID-19 RESPONSE NEEDS AND GENERAL OPERATIONS | $75,000 | |
| VENICE FAMILY CLINIC | ||||||||
| 604 ROSE AVE | VENICE | CA | 90291 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 | |
| VIBRANT HAWAII | ||||||||
| 200 KANOELEHUA AVENUE PMB 366 | HILO | HI | 96720 | N/A | PC | TO SUPPORT CAPACITY FOR RESILIENCE HUBS | $10,000 | |
| WAIMEA COUNTRY SCHOOL | ||||||||
| 65-1237 KAWAIHAE RD | WAIMEA | HI | 96743 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $2,500 | |
| WAIMEA HAWAIIAN HOMESTEADER'S ASSOCIATION INC | ||||||||
| PO BOX 126 | KAMUELA | HI | 96743 | N/A | PC | TO SUPPORT EMERGENCY FARMER AND AG FUNDING - FEEDING THE COMMUNITY IN RESPONSE TO COVID-19 | $19,500 | |
| WE THE PROTESTERS | ||||||||
| 30 EAST 125TH STREET 132 | NEW YORK | NY | 10035 | N/A | PC | TO SUPPORT CAMPAIGN ZERO | $250 | |
| WHISPERING HOPE RANCH FOUNDATION | ||||||||
| 7405 E MONTE CRISTO AVE | SCOTTSDALE | AZ | 85260 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 | |
| WORLD WILDLIFE FUND | ||||||||
| PO BOX 97180 | WASHINGTON | DC | 20090 | N/A | PC | TO SUPPORT ANIMAL RELIEF IN AUSTRALIA | $5,000 | |
| WORLD WILDLIFE FUND US | ||||||||
| PO BOX 97180 | WASHINGTON | DC | 20090 | N/A | PC | TO SUPPORT WWF AUSTRALIA FOR ANIMAL RELIEF WORK IN RESPONSE TO BUSH FIRES | $20,000 | |
| YALE VETERAN'S ASSOCIATION | ||||||||
| 24 LORRAINE DR | WOODBRIDGE | CT | 06525 | N/A | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 | |
| YOSEMITE FOUNDATION | ||||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT RECOVERING YOSEMITE'S IMPERILED AMPHIBIANS | $375,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,172,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,124 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $927,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,212,818 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| OTHER INCOME FROM PARTNERSHIP INTERESTS | 900099 | $30,252 | 14 | -$25,993 | |
| GRANT REPAYMENT | 900099 | 01 | $640,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $30,252 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,152,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $640,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,822,728 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | A GRANT PAID PRUSUANT TO THE ORGANIZATION'S EXEMPT PURPOSE WAS REFUNDED. THE FUNDS WILL BE USED TO FUTHER CONTRIBUTE TO THE ACCOMPLISHMENT OF THE FOUNDATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DORRANCE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6263 NORTH SCOTTSDALE ROAD SUITE 33 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,900,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,075 | Amt |
| Net Investment Income | $3,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,538 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ARIZONA DEPARTMENT OF REVENUE DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CITIGROUP GLOBAL MARKETS, INC | StockNm |
| EOY Book Value | $15,539,497 | EOYBookValueAmt |
| EOYFMV | $15,539,497 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFE ASSET MANAGEMENT, LLC | FMV | $12,283,333 | $12,283,333 |
| DFE ALTERNATIVE INVESTMENTS, LLC | FMV | $29,243,125 | $29,243,125 |
| THE LYME FOREST FUND III TE, LP | FMV | $336,139 | $336,139 |
| DFE PRIVATE EQUITY INVESTMENTS, LLC | FMV | $571,282 | $571,282 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,135 | LegalFeesAmt |
| Net Investment Income | $1,568 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,567 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSSES ON INVESTMENTS | $506,891 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH | $6,530 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $14,108 | $0 | $0 | $14,108 |
| DUES & MEMBERSHIPS | $2,378 | $0 | $0 | $2,378 |
| MISCELLANEOUS | $1,749 | $0 | $0 | $1,749 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PARTNERSHIP INTERESTS | $4,259 | -$25,993 | $0 |
| GRANT REPAYMENT | $640,000 | $640,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME | Desc |
| Amt | $563 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $163,425 | Amt |
| Net Investment Income | $161,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,882 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $20,240 | $0 | $0 | $0 |
| FOREIGN TAXES | $24,645 | $24,645 | $0 | $0 |
| PAYROLL TAXES | $12,624 | $0 | $0 | $12,624 |
| STATE TAX | $60 | $60 | $0 | $0 |