ROBERT AND KATHLEEN DOBKIN INTUITIVE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND KATHLEEN DOBKIN INTUITIVE FOUNDATION (EIN 82-3119435)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349102835
- Schema version
- 2019v5.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2020-11-12T16:29:32-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203175000032 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,573,153 | 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 | $213,732 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,191 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,417,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,262 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $581 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $443,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $24,872 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,744 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,128 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $996 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $16,886 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,886 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,770 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,578 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,924 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $365,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $345,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,061 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $874,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $874,085 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $20,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $20,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,000 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations EOY | $105,804 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $107,360 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,614,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,725,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,401,708 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $120,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $120,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,817,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,894,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,573,153 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,817,015 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,894,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,817,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,894,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,817,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,894,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,817,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,882 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,894,897 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,894,897 | 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 | $3,417,387 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,295,125 | CostOrOtherBasisAmt |
| Gain Or Loss | $122,262 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $122,262 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,262 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,873 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,891,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035548 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $3,304,324 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.035548 | TotalDistributionRt |
| Average Distribution | 0.017774 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,951,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,091 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,094 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $345,092 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,091 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,091 | SubtotalAmt |
| Tax Based On Investment Income | $2,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $18,109 | OverpaymentAmt |
| Applied To ES Tax | $2,100 | AppliedToESTaxAmt |
| Refund | $16,009 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | 1.0 | $0 | $0 | $0 |
| Andrea Linville | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 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 | $4,481,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $434,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $110,082 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,026,621 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,026,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,951,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,091 | TotalTaxAmt |
| Distributable Before Adj | $245,470 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,470 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $345,092 | 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 | $345,092 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,091 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $343,001 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,364 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $345,092 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,364 | AppliedToYear1Amt |
| Applied To Current Year | $245,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,258 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,258 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $31,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $31,258 | 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 (3 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 | Robert and Kathleen Dobkin Intuitive Foundation Fund for VentureBridge in the Schwartz Center for Entrepreneurship | $300,000 |
| PTA COLORADO CONGRESS - WHITTIER INTERNATIONAL SCH | |||||||
| 2008 PINE ST | BOULDER | CO | 80302 | N/A | PC | Charitable Event | $500 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 10901 W 120TH AVE 200 | BROOMFIELD | CO | 80021 | N/A | PC | Fairview High School PROGRAM via the Deming Center for Entrepreneurship | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,500 | 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 | $4,191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,540 | 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 | $122,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $229,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,574 | 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 | $213,732 | 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, 1800 sh. | NoncashPropertyDesc |
| Fair Market Value | $213,732 | FairMarketValueAmt |
| Received | 2019-12-17 | ReceivedDt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrea Linville | PersonNm |
| Short Explanation | *removed from foundation in 2019 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $109,463 | $146,557 |
| ACOUSTIC WELLS RT SIMPLE AGREE | $100,000 | $100,000 |
| ALPHABET INC CL A | $106,988 | $131,260 |
| AMGEN INC | $123,645 | $167,303 |
| ANALOG DEVICES INC | $213,731 | $213,912 |
| APPLE INC | $103,233 | $177,071 |
| BARCLAYS BANK PLC - 12/11/2029 | $100,000 | $100,100 |
| BLACKROCK INC | $28,190 | $29,157 |
| BLACKROCK STRAT INC OPP PORTFO | $35,204 | $35,848 |
| BOEING CO | $101,880 | $108,804 |
| CHEVRON CORP | $28,720 | $29,043 |
| CHUBB LIMITED | $114,737 | $140,717 |
| COLGATE-PALMOLIVE COMPANY | $30,722 | $29,188 |
| CRANE CO | $32,173 | $30,147 |
| DIAGEO PLC ADS | $25,312 | $30,316 |
| ECOLAB INC | $92,556 | $130,268 |
| HOME DEPOT INC | $115,773 | $132,120 |
| ILLINOIS TOOL WORKS | $27,122 | $29,280 |
| INTEL CORP | $95,666 | $127,421 |
| JOHNSON & JOHNSON | $28,677 | $30,924 |
| JP MORGAN STRATEGIC INCOME OPP | $35,182 | $35,120 |
| KBW REGIONAL BANKING ETF | $63,423 | $79,803 |
| LOCKHEED MARTIN CORP | $121,814 | $145,239 |
| MCDONALD'S CORP | $24,949 | $29,246 |
| MEDTRONIC PLC | $122,446 | $166,204 |
| MICROSOFT CORP | $88,262 | $158,015 |
| MORGAN STANLEY FINANCE - 12/18 | $100,000 | $100,890 |
| MORGAN STANLEY FINANCE - 12/31 | $100,000 | $100,000 |
| NEXTERA ENERGY, INC | $103,058 | $160,552 |
| PEPSICO INC | $116,417 | $134,620 |
| PRINCIPAL SHORT TERM INCOME | $132,021 | $132,668 |
| PRUDENTIAL INVT PORTFOLIOS 9 P | $52,879 | $52,221 |
| PRUDENTIAL SHORT-TERM CORPOROR | $263,224 | $266,327 |
| ROCKWELL AUTOMATION INC | $27,952 | $29,184 |
| STRYKER CORPORATION | $110,180 | $141,290 |
| SUNCOR ENERGY INC | $31,607 | $29,290 |
| TEXAS INSTRUMENTS INC | $116,109 | $138,168 |
| THORNBURG LIMITED TERM INCOME | $132,076 | $132,074 |
| THORNBURG STRATEGIC INCOME FUN | $52,829 | $53,410 |
| UNION PACIFIC | $96,955 | $127,819 |
| UNITED TECHNOLOGIES CORP | $117,218 | $134,035 |
| WALT DISNEY HOLDINGS CO | $102,615 | $136,097 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $105,804 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $107,360 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTNANO, INC. COMMON STOCK | $100,000 | $100,000 |
| NIMBUS ROBOTICS INC SER B PFD | $20,000 | $20,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,219 | $20,219 | |
| Bank Charges | $192 | $192 | |
| Office Supplies | $313 | $313 | |
| Postage/Delivery Service | $21 | $21 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $581 | RevenueAndExpensesPerBooksAmt |
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 | $50,000 | 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 (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $18,744 | $18,744 | |
| VIDEO PRODUCTION SERVICES | $4,065 | $4,065 | |
| DESIGN SERVICES | $563 | $563 | |
| IT SUPPORT | $1,500 | $1,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $400 | |
| Foreign Tax Paid | $996 | $996 |