DIXON & CAROL DOLL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DIXON & CAROL DOLL FAMILY FOUNDATION (EIN 94-3346287)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349102709
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:34:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943346287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dixon and Carol Doll Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DIXO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL DOLL | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-22 | 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 | 47.20.178.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000784 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,068,099 | 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 | $1,538,762 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,761 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,761 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$118,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,379,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $794,793 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,459,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $833,934 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,459 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,459 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $33 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $33 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,244 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,921 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $405 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,516 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,897 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,016 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,016,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,016,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,062,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,897 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,039,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $397,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $825,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $628,001 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $628,001 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,753,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,711,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,539,373 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $903,736 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $900,725 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,845,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,242,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,068,099 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,845,698 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,242,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,845,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,242,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,845,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,242,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,845,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $397,139 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,242,837 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,242,837 | 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 | $4,379,196 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,584,403 | CostOrOtherBasisAmt |
| Gain Or Loss | $794,793 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $794,793 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $794,793 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,111,046 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,719,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.408573 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $835,946 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,595,920 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.523802 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $98,486 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.335357 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $339,871 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $133,336 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.548982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $287,893 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $56,513 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 5.094279 | DistributionYr5Rt |
| Total Distribution | 10.910993 | TotalDistributionRt |
| Average Distribution | 2.182199 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,723,833 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,943,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,952,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,039,466 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,501 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,501 | SubtotalAmt |
| Tax Based On Investment Income | $16,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $9,201 | TaxDueAmt |
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 | $2,509,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,765,313 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,765,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,723,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,501 | TotalTaxAmt |
| Distributable Before Adj | $119,691 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,691 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,039,466 | 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 | $1,039,466 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,039,466 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,691 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $293,661 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $335,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $227,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $756,343 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $982,289 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,595,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,039,466 | QualifyingDistributionsAmt |
| Applied To Current Year | $119,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $919,775 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,515,077 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $293,661 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,221,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $335,696 | ExcessFromYear4Amt |
| Excess From Year3 | $227,313 | ExcessFromYear3Amt |
| Excess From Year2 | $756,343 | ExcessFromYear2Amt |
| Excess From Year1 | $982,289 | ExcessFromYear1Amt |
| Excess From Current Year | $919,775 | 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 (31 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 | 2017-18 Scholar Awards Fund | $500 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDAT | |||||||
| PO BOX 29405 | SAN FRANCISCO | CA | 94129 | N/A | PC | 2018 Scholar Awards fund | $2,500 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDAT | |||||||
| PO BOX 29405 | SAN FRANCISCO | CA | 94129 | N/A | PC | scholarship fund, annual dinner fund | $750 |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | 2018 Annual Board Gift fund with part designated for the exhibition Divine Bodies in Asian Art | $50,000 |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | capital campaign | $100,000 |
| ENTERPRISE FOR YOUTH | |||||||
| 200 PINE ST 6TH FL | SAN FRANCISCO | CA | 94104 | N/A | PC | Charitable Event | $800 |
| FOUNDATION OF CITY COLLEGE OF SAN FRANCISCO | |||||||
| PO BOX 40488 | SAN FRANCISCO | CA | 94140 | N/A | PC | 14th 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 | The Paul F. Pelosi Public Service Scholars Program in the School of Foreign Service Scholarship fund | $10,000 |
| HOOVER INSTITUTION -STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | 2017-18 Annual Support | $10,000 |
| JAZZ AT THE BALLROOM INC | |||||||
| 1325 HOWARD AVE 339 | BURLINGAME | CA | 94010 | N/A | PC | Music Scholarship fund | $5,000 |
| JAZZ AT THE BALLROOM INC | |||||||
| 1325 HOWARD AVE 339 | BURLINGAME | CA | 94010 | N/A | PC | Jazz at the Ballroom Scholarship Fund | $2,500 |
| MARIN LINK INC | |||||||
| 5800 NORTHGATE MALL STE 250 | SAN RAFAEL | CA | 94903 | N/A | PC | 2019 Sonoma Valley Authors Festival | $5,000 |
| 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 | 2018 Annual Board Pledge Fund | $25,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Charitable Event | $10,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | capital campaign | $100,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | Director's Circle and Collectors' Forum 2018-19 | $25,000 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | annual board pledge fund | $75,000 |
| SAN FRANCISCO OPERA GUILD | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Charitable Event | $5,000 |
| SAN FRANCISCO OPERA GUILD | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | Charitable Event | $4,400 |
| SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION | |||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | N/A | PC | annual appeal 2018 | $3,000 |
| ST IGNATIUS CHURCH | |||||||
| 650 PARKER AVE | SAN FRANCISCO | CA | 94118 | N/A | SO I | 2017-18 Annual Giving Appeal to be used for Pastoral Gift Fund | $12,500 |
| STANFORD UNIVERSITY - STANFORD INSTITUTE FOR ECONO | |||||||
| 366 GALVEZ ST MC 6015 | STANFORD | CA | 94305 | N/A | PC | 2017-18 Annual Board Gift fund | $25,000 |
| STANFORD UNIVERSITY - STANFORD INSTITUTE FOR ECONO | |||||||
| 366 GALVEZ ST MC 6015 | STANFORD | CA | 94305 | N/A | PC | The Dixon and Carol Doll Graduate Fellowship Fund | $200,000 |
| STROKE SHIELD FOUNDATION | |||||||
| 3053 FILLMORE ST | SAN FRANCISCO | CA | 94123 | N/A | PC | benefit research and educational programs | $1,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | N/A | PC | 2018 Socrates Program Dinner Committee | $2,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | N/A | PC | Society of Fellows | $5,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PC | UCSF Chancellor's Circle Fund | $25,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | N/A | PC | 2018-19 Annual Board gift fund | $10,000 |
| WILKES BASHFORD HELPING HANDS EMERGENCY FUND | |||||||
| 601 4TH ST UNIT 215 | SAN FRANCISCO | CA | 94107 | N/A | PC | Emergency Relief Fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,016,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,761 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,380 | 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 | -$118,157 | 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 | -$79,016 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$79,016 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Carol Doll IRA | |||||||
| 1 | c/o Carol Doll 2020 Broadway Street | San Francisco | CA | 94115 | $11,599 | Yes (X) | |
| Dixon Doll IRA | |||||||
| 2 | c/o Dixon Doll 2020 Broadway Street | San Francisco | CA | 94115 | $357,781 | Yes (X) | |
| Doll Family Trust | |||||||
| 3 | c/o Dixon Doll 2020 Broadway Street | San Francisco | CA | 94115 | $1,169,382 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | SPDR S&P 500 ETF TRUST SPY, 1031 sh. | $281,762 | 2018-11-13 |
| 3 | ISHARES MSCI-HONG KONG EWH, 3600 sh. | $80,370 | 2018-11-13 |
| 3 | TEXAS INSTRUMENTS INC TXN, 663 sh. | $63,008 | 2018-11-13 |
| 3 | PALO ALTO NETWORKS INC PANW, 351 sh. | $62,320 | 2018-11-13 |
| 3 | ORACLE CORP ORCL, 253 sh. | $12,554 | 2018-11-13 |
| 3 | ORACLE CORP ORCL, 252 sh. | $12,536 | 2018-11-12 |
| 3 | SPDR S&P 500 ETF TRUST SPY, 1029 sh. | $282,692 | 2018-11-12 |
| 3 | ISHARES MSCI-HONG KONG EWH, 3600 sh. | $78,858 | 2018-11-12 |
| 3 | TEXAS INSTRUMENTS INC TXN, 663 sh. | $62,392 | 2018-11-12 |
| 3 | PALO ALTO NETWORKS INC PANW, 351 sh. | $62,890 | 2018-11-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CR CORP BOND | $97,466 | $97,633 |
| APPLE - 3.000% - 11/01/2027 | $95,730 | $94,981 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $102,640 | $102,173 |
| CISCO SYSTEMS - 2.200% - 02/28 | $97,770 | $98,675 |
| GOLDMAN SACHS GROUP INC - 5.25 | $104,830 | $103,809 |
| INTERNATIONAL BUSINESS MACHS N | $99,420 | $98,647 |
| JPMORGAN CHASE & CO NT - 4.625 | $103,350 | $102,913 |
| ORACLE CORP - 2.800% - 07/08/2 | $99,420 | $99,515 |
| WELLS FARGO CO - 4.600% - 04/0 | $103,110 | $102,379 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $34,362 | $33,188 |
| AERIE PHARMACEUTICALS INC | $8,380 | $7,292 |
| ALPHABET INC CL A | $42,014 | $35,529 |
| ALPHABET INC CL C | $41,614 | $35,211 |
| AMAZON COM | $94,827 | $78,102 |
| AMERICAN TOWER REIT INC | $46,020 | $49,039 |
| APPLE INC | $103,973 | $86,284 |
| BAIDU.COM - ADR | $52,531 | $35,209 |
| BERKSHIRE HATHAWAY INC. CLASS | $42,569 | $44,103 |
| BLACKROCK INC | $64,140 | $58,137 |
| BRISTOL-MYERS SQUIBB CO | $21,082 | $20,792 |
| CROWN CASTLE INTL | $40,061 | $39,650 |
| FACEBOOK INC | $48,192 | $44,964 |
| GILEAD SCIENCES INC | $23,965 | $24,082 |
| GUGGENHEIM FLOATING RATE STRAT | $52,758 | $50,686 |
| GUGGENHEIM TOTAL RETURN BOND F | $78,760 | $78,065 |
| ILLUMINA INC COM | $42,484 | $42,590 |
| JP MORGAN CHASE | $34,805 | $29,774 |
| LOCKHEED MARTIN CORP | $58,264 | $48,702 |
| LYONDELLBASELL INDUSTRIES NV | $57,647 | $45,572 |
| MCDONALD'S CORP | $39,937 | $39,243 |
| MICROSOFT CORP | $70,295 | $64,903 |
| MORGAN STANLEY FLEXIBLE INCOME | $80,092 | $77,054 |
| NETFLIX INC | $51,200 | $43,629 |
| NVIDIA CORP | $48,123 | $34,443 |
| PAYPAL HOLDINGS, INC | $69,320 | $64,077 |
| PHILLIPS 66 | $39,169 | $31,445 |
| THE COCA-COLA CO | $15,958 | $16,099 |
| THERMO FISHER SCIENTIFIC INC | $42,180 | $40,282 |
| UNITED TECHNOLOGIES CORP | $35,702 | $29,069 |
| VANGUARD S&P 500 ETF | $168,304 | $153,972 |
| VISA INC | $62,372 | $58,186 |
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, 2018, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $1,016,450. This amount represents 25% or more of the Foundation's net assets of $2,861,407 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. 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 | $17,306 | $17,306 | |
| Bank Charges | $405 | $405 | |
| State or Local Filing Fees | $160 | $160 | |
| FOUNDATION DUES & MEMBERSHIPS | $4,050 | $4,050 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,459 | Amt |
| Net Investment Income | $8,459 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $7,300 |
| 990-PF Extension for 2017 | $6,944 |