DIXON & CAROL DOLL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DIXON & CAROL DOLL FAMILY FOUNDATION (EIN 94-3346287)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202033149349101753
- 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
- Depreciation Schedule
- 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 | 2020-11-09T16:56:09-06:00 | 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 | 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 | DIXON R DOLL | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-02 | 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 | 06391520203145000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | 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 | $3,625,517 | 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 | $1,448,394 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,576 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,576 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,867 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,552,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,433 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,505,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,049 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,049 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,001 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,845 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,147 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,698 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,300,288 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,300,288 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,351,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,320,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $154,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $628,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $478,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $478,690 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,711,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,223,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,461,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $903,736 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $550,773 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $566,735 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $143,853 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,242,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,397,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,625,517 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,242,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,397,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,242,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,397,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,242,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,397,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,242,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $154,287 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,397,124 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,397,124 | 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 | $1,552,096 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,487,663 | CostOrOtherBasisAmt |
| Gain Or Loss | $64,433 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $64,433 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,433 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,039,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,723,833 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.381619 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,111,046 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,719,332 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.408573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $835,946 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,595,920 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.523802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $230,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $98,486 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.335357 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $339,871 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $133,336 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.548982 | DistributionYr5Rt |
| Total Distribution | 6.198333 | TotalDistributionRt |
| Average Distribution | 1.239667 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,006,909 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,727,566 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,047 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,728,613 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,320,986 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,094 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,094 | SubtotalAmt |
| Tax Based On Investment Income | $2,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,369 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,169 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $75 | OverpaymentAmt |
| Applied To ES Tax | $75 | 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 | $2,567,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $377,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $108,247 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,052,699 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,052,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,006,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,094 | TotalTaxAmt |
| Distributable Before Adj | $148,251 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $148,251 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $148,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,320,986 | 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 | $1,320,986 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,320,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,251 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $335,696 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $227,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $756,343 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $982,289 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $919,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,221,416 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,320,986 | QualifyingDistributionsAmt |
| Applied To Current Year | $148,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,172,735 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,394,151 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $335,696 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,058,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $227,313 | ExcessFromYear4Amt |
| Excess From Year3 | $756,343 | ExcessFromYear3Amt |
| Excess From Year2 | $982,289 | ExcessFromYear2Amt |
| Excess From Year1 | $919,775 | ExcessFromYear1Amt |
| Excess From Current Year | $1,172,735 | 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 (30 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 | 2019-20 Scholar Awards Fund | $5,000 |
| ARTHRITIS FOUNDATION INC | |||||||
| 90 NEW MONTGOMERY ST STE 710 | SAN FRANCISCO | CA | 94105 | N/A | PC | Fashion Fights Arthritis Project | $1,500 |
| 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 | Annual Fund | $50,000 |
| ENTERPRISE FOR YOUTH | |||||||
| 200 PINE ST 6TH FL | SAN FRANCISCO | CA | 94104 | N/A | PC | 2019 Fall Arts and Antiques Show fund to train youth | $800 |
| FOUNDATION OF CITY COLLEGE OF SAN FRANCISCO | |||||||
| PO BOX 2879 | ALAMEDA | CA | 94501 | N/A | PC | 15th Annual Basic Skills Scholarship Fund | $500 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | Doll Family Endowed Scholarship Fund | $100,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | FLITE Internship program for Georgetown undergraduate students | $7,500 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | N/A | PC | Kukio Community Fund | $5,000 |
| HOOVER INSTITUTION -STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL STANFORD UNIVERSI | STANFORD | CA | 94305 | N/A | PC | 2018-19 Annual Support | $10,000 |
| MARIN LINK INC | |||||||
| 5800 NORTHGATE MALL STE 250 | SAN RAFAEL | CA | 94903 | N/A | PC | 2020 Sonoma Valley Authors Festival | $5,000 |
| POP WARNER LITTLE SCHOLARS INC | |||||||
| 586 MIDDLETOWN BLVD STE C100 | LANGHORNE | PA | 19047 | N/A | PC | the Petoskey Pop Warner Football Program | $1,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| ROBERT H LURIE ENGINEERING CENTER | ANN ARBOR | MI | 48109 | N/A | PC | Dixon and Carol Doll Executive Director of the Center for entrepreneurship fund | $200,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Sound and Image at Dolby Laboratories scholarship fund | $5,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | piano scholarship fund | $45,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Charitable Event | $1,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Bowes Capital Campaign | $200,000 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Annual Board Gift Fund | $77,988 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Campaign for the Second Century to establish the Creative Edge Fund in the name of Carol and Dixon Doll | $200,000 |
| SAN FRANCISCO OPERA GUILD | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Opera Scouts and Voices for Social Justice scholarship fund | $50,000 |
| SAN FRANCISCO OPERA GUILD | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Opera Scouts Scholarship fund | $1,000 |
| SAN FRANCISCO OPERA GUILD | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Charitable Event | $4,400 |
| SAN FRANCISCO OPERA GUILD | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Charitable Event | $1,000 |
| SAN FRANCISCO VILLAGE | |||||||
| 3220 FULTON ST | SAN FRANCISCO | CA | 94118 | N/A | PC | Gretchen de Baubigny luncheon fund | $500 |
| SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION | |||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $3,600 |
| SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION | |||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | N/A | PC | 2019 Annual Appeal fund | $3,000 |
| ST IGNATIUS CHURCH | |||||||
| 650 PARKER AVE | SAN FRANCISCO | CA | 94118 | N/A | SO I | General & Unrestricted | $14,000 |
| 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 | $200,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | N/A | PC | Society of Fellows | $5,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | N/A | PC | 2019 Women In Leadership & Philanthropy Spring Symposium fund | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,300,288 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,576 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,867 | 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 | -$3,367 | 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 | $57,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,076 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Doll Family Trust | |||||||
| 1 | c/o Dixon Doll 2020 Broadway Street | San Francisco | CA | 94115 | $1,413,394 | Yes (X) | Yes (X) |
| Doll Dixon R | |||||||
| 2 | 2020 Broadway Street | San Francisco | CA | 94115 | $35,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (16 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APPLE INC AAPL, 423 sh. | $115,528 | 2019-12-13 |
| 1 | AMERICAN TOWER REIT INC AMT, 336 sh. | $70,743 | 2019-12-13 |
| 1 | AMAZON COM AMZN, 50 sh. | $88,100 | 2019-12-13 |
| 1 | BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 200 sh. | $45,046 | 2019-12-13 |
| 1 | CROWN CASTLE INTL CCI, 158 sh. | $20,869 | 2019-12-13 |
| 1 | ALPHABET INC CL C GOOG, 25 sh. | $33,712 | 2019-12-13 |
| 1 | ALPHABET INC CL A GOOGL, 20 sh. | $26,930 | 2019-12-13 |
| 1 | HOME DEPOT INC HD, 25 sh. | $5,311 | 2019-12-13 |
| 1 | JP MORGAN CHASE JPM, 100 sh. | $13,753 | 2019-12-13 |
| 1 | MICROSOFT CORP MSFT, 800 sh. | $123,088 | 2019-12-13 |
| 1 | NETFLIX INC NFLX, 119 sh. | $35,643 | 2019-12-13 |
| 1 | PHILLIPS 66 PSX, 150 sh. | $17,052 | 2019-12-13 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 290 sh. | $30,946 | 2019-12-13 |
| 1 | T-MOBILE US INC TMUS, 3880 sh. | $291,369 | 2019-12-13 |
| 1 | VISA INC V, 300 sh. | $55,134 | 2019-12-13 |
| 1 | VIPSHOP HOLDINGS LTD VIPS, 20000 sh. | $276,200 | 2019-12-16 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CR CORP BOND | $48,733 | $50,230 |
| APPLE - 3.000% - 11/01/2027 | $95,730 | $104,915 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $102,640 | $103,264 |
| GOLDMAN SACHS GROUP INC - 5.25 | $104,830 | $104,942 |
| INTERNATIONAL BUSINESS MACHS N | $99,420 | $101,855 |
| ORACLE CORP - 2.800% - 07/08/2 | $99,420 | $101,529 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP HOLDING LTD | $40,455 | $48,571 |
| ALPHABET INC CL A | $56,490 | $60,273 |
| ALPHABET INC CL C | $63,010 | $66,851 |
| AMAZON COM | $177,757 | $184,784 |
| AMERICAN TOWER REIT INC | $98,245 | $118,587 |
| APPLE INC | $179,400 | $224,054 |
| BERKSHIRE HATHAWAY INC. CLASS | $64,754 | $67,950 |
| BLACKROCK INC | $30,292 | $35,189 |
| CONSTELLATION BRANDS INC | $24,589 | $26,565 |
| CROWN CASTLE INTL | $47,342 | $56,576 |
| FACEBOOK INC | $52,919 | $75,737 |
| GUGGENHEIM FLOATING RATE STRAT | $55,301 | $54,296 |
| GUGGENHEIM TOTAL RETURN BOND F | $70,936 | $71,692 |
| HOME DEPOT INC | $5,311 | $5,460 |
| ILLUMINA INC COM | $5,616 | $6,635 |
| JP MORGAN CHASE | $13,753 | $13,940 |
| LOCKHEED MARTIN CORP | $29,926 | $34,655 |
| MASTERCARD INC | $35,427 | $40,310 |
| MCDONALD'S CORP | $37,188 | $39,522 |
| MICROSOFT CORP | $156,114 | $173,470 |
| MORGAN STANLEY FLEXIBLE INCOME | $83,277 | $84,791 |
| NESTLE S.A | $29,499 | $29,772 |
| NETFLIX INC | $35,643 | $38,505 |
| NEXTERA ENERGY, INC | $27,327 | $27,606 |
| PAYPAL HOLDINGS, INC | $89,995 | $101,680 |
| PHILLIPS 66 | $23,521 | $24,510 |
| T-MOBILE US INC | $291,370 | $304,269 |
| THERMO FISHER SCIENTIFIC INC | $67,542 | $88,040 |
| UNITED TECHNOLOGIES CORP | $19,269 | $22,464 |
| VIPSHOP HOLDINGS LTD | $207,150 | $212,549 |
| VISA INC | $104,390 | $122,135 |
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 | $33,853 | $8,654 |
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, 2019, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $1,300,288. This amount represents 25% or more of the Foundation's net assets of $3,068,099 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence 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 | $18,018 | $18,018 | |
| K-1 Exp TEN ELEVEN VENTURE FUN | $1,147 | $1,147 | |
| State or Local Filing Fees | $180 | $180 | |
| FOUNDATION DUES & MEMBERSHIPS | $2,500 | $2,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,049 | Amt |
| Net Investment Income | $19,049 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $800 |
| 990-PF Excise Tax for 2018 | $9,201 |