DORRANCE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DORRANCE FAMILY FOUNDATION (EIN 86-0691863)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349107218
- Schema version
- 2024v5.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:17:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860691863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorrance Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BENNETT DORRANCE | InCareOfNm |
| Business Name Control | DORR | BusinessNameControlTxt |
| Phone | 4803677000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6263 N Scottsdale Rd Suite 330 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bennett Dorrance | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4803677000 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas Herr Jr | PreparerPersonNm |
| PTIN | P01509385 | PTIN |
| Phone | 3123573950 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $111,252,928 | 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 | $25,851,458 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $389,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,762,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,422,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,623,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,327,442 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,429,278 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,351,524 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,092,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,441,240 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $284,917 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $284,917 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,428 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $58,428 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,073 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $68,073 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,779 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,779 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $310,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $310,303 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $59,633 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $59,633 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $479,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $82,803 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $27,013 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,013 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $39,218 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,353,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $461,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $494,928 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,612,949 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,612,949 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,966,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $461,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,107,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,126,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,980,001 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,926,005 | CashBOYAmt |
| Cash EOY | $1,144,476 | CashEOYAmt |
| Cash EOYFMV | $1,144,476 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $350 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $300 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $300 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,344,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,302,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,302,929 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $78,125,446 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $108,805,223 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,805,223 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $82,396,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,252,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $111,252,928 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,487 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,201 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $11,790 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $13,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,201 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $82,383,453 | RetainedEarningBOYAmt |
| Retained Earning EOY | $111,247,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,383,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,247,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,396,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,252,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,383,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,126,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $250 | OtherIncreasesAmt |
| Subtotal | $111,509,900 | SubtotalAmt |
| Other Decreases | $262,173 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,247,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,004,443 | $8,834,282 | $170,161 | $170,161 |
| PUBLICLY TRADED SECURITIES | $16,714,487 | $8,462,192 | $8,252,295 | $8,252,295 |
| TOTAL SHORT-TERM FROM PARTNERSHIPS GAIN OR LOSS | $402,895 | $402,895 | $402,895 | |
| TOTAL LONG TERM FROM PARTNERSHIPS GAIN OR LOSS | $5,502,091 | $5,502,091 | $5,502,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,327,442 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $347,222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $347,222 | SubtotalAmt |
| Tax Based On Investment Income | $347,222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $378,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $448,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,342 | EsPenaltyAmt |
| Overpayment | $99,436 | OverpaymentAmt |
| Applied To ES Tax | $99,436 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Website Address | www.dorrancefamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DORRANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4803677000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6263 N SCOTTSDALE RD SUITE 330 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | 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 | Yes (true) | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BENNETT DORRANCE | ||||||||
| 6263 N SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | TREASURER | 2.0 | $0 | $0 | $0 |
| JACQUELYNN W DORRANCE | ||||||||
| 6263 N SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | SECRETARY | 2.0 | $0 | $0 | $0 |
| BENNETT DORRANCE JR | ||||||||
| 6263 N SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | PRESIDENT | 2.0 | $0 | $0 | $0 |
| ASHLEY DORRANCE KAPLAN | ||||||||
| 6263 N SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | VICE PRESIDENT | 2.0 | $0 | $0 | $0 |
| CARRIE OSTROSKI | ||||||||
| 6263 N SCOTTSDALE ROAD STE 330 | SCOTTSDALE | AZ | 85250 | EXECUTIVE DIRECTOR | 40.0 | $284,917 | $30,500 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SERENA FUKUSHIMA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1057 | AddressLine1Txt |
| City | KULA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $58,428 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DFE ALTERNATIVE INVESTMENTS LLC | |||||
| 6263 NORTH SCOTTSDALE ROAD STE330 | SCOTTSDALE | AZ | 85250 | MANAGEMENT FEES | $85,380 |
| DFE PRIVATE EQUITY INVESTMENTS LLC | |||||
| 6263 NORTH SCOTTSDALE ROAD STE 33 | SCOTTSDALE | AZ | 85250 | MANAGEMENT FEES | $76,125 |
| DFE ASSET MANAGEMENT LLC | |||||
| 6263 NORTH SCOTTSDALE ROAD STE 33 | SCOTTSDALE | AZ | 85250 | MANAGEMENT FEES | $121,488 |
| 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 | $1,485,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,494,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $97,333,713 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,314,409 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,314,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,579,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,734,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,186,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,186,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $347,222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $347,222 | TotalTaxAmt |
| Distributable Before Adj | $4,839,513 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,839,513 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,839,513 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,107,877 | 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 | $6,107,877 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,839,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,868,817 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,204,607 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,408,188 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,340,592 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $898,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,720,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,107,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,839,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,268,364 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,988,968 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,868,817 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,120,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,204,607 | ExcessFromYear4Amt |
| Excess From Year3 | $2,408,188 | ExcessFromYear3Amt |
| Excess From Year2 | $1,340,592 | ExcessFromYear2Amt |
| Excess From Year1 | $898,400 | ExcessFromYear1Amt |
| Excess From Current Year | $1,268,364 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENNETT DORRANCE | ContributingManagerNm |
| Contributing Manager | JACQUELYNN W DORRANCE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DORRANCE FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6263 NORTH SCOTTSDALE RD STE 330 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4803677000 | RecipientPhoneNum |
| Form And Info And Materials | Applicants apply for grants on www.DorranceFamilyFoundation.org. A letter of inquiry is submitted through the online process. The Foundation accepts grants only for charitable, education, or scientific purposes from tax-exempt, 501(c)(3) organizations in Southern California and the Island of Hawai'i. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No deadline for local grantmaking. 1/1/2026 - 9/15/2026 for Marine Conservation Initiative. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Dorrance Family Foundation meets an average of 2-3 times a year to review and award grants to qualified organizations engaging primarily with the Foundation's mission areas of education and natural resource conservation or local interests. Dorrance Family Foundation's geographic focus are Southern California and the Island of Hawai'i. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Akaka Foundation for Tropical Forests | |||||||
| 60 NOWELO ST | HILO | HI | 96720 | PC | To support Kaiaulu Pu'u wa'a wa'a - Community Based Forest Area | $50,000 | |
| American Bird Conservancy | |||||||
| 8255 E MAIN STREET D E | MARSHALL | VA | 20115 | PC | To support Protecting the Critically Endangered Palila & Advancing Birds, Not Mosquitoes | $75,000 | |
| Angel Flight West Inc | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | PC | To support Southern California Programs | $30,000 | |
| Aquarium of the Pacific | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | PC | To support Marine Species Report Card (MSRC) and White Abalone Recovery | $100,000 | |
| Arizona Science Center | |||||||
| 600 E WASHINGTON | PHOENIX | AZ | 85004 | PC | To support COSM Project | $50,000 | |
| Arizona State University Foundation | |||||||
| PO BOX 2260 | TEMPE | AZ | 85281 | PC | To support ASU's West Hawaii Reef Restoration | $1,000,000 | |
| Baby2Baby | |||||||
| 5830 W Jefferson Blvd | LOS ANGELES | CA | 90016 | PC | To support general operations | $25,000 | |
| Barrow Neurological Foundation | |||||||
| 2910 N 3RD AVE | PHOENIX | AZ | 85013 | PC | Underwriting Barrow Grand Ball | $5,000 | STE 450 |
| Barrow Neurological Foundation | |||||||
| 2910 N 3RD AVE | PHOENIX | AL | 85013 | PC | To support Barrow Women's Board general operations | $25,000 | STE 450 |
| California Trout | |||||||
| 435 PACIFIC AVE 200 | SAN FRANCISCO | CA | 94133 | PC | To support innovative technology and collaborative outreach to advance restoration outcomes | $25,000 | |
| California Trout | |||||||
| 435 PACIFIC AVE 200 | SAN FRANCISCO | CA | 94133 | PC | To support Malibu Creek Ecosystem Restoration | $3,500 | |
| California Trout | |||||||
| 435 PACIFIC AVE 200 | SAN FRANCISCO | CA | 94133 | PC | To support costs associated with Buena Vista Lagoon | $1,500 | |
| CatSnip Hawaii | |||||||
| PO BOX 87 | KAPAAU | HI | 967550087 | PC | To support general operations | $1,000 | |
| Feed Hawaii | |||||||
| PO Box 531 | HAWI | HI | 96719 | PC | To support Kohala Food Hub general operations | $50,000 | |
| Foothill Family | |||||||
| 2500 EAST FOOTHILL BLVD 300 | PASADENA | CA | 91107 | PC | To support Early Childhood Mental Health Services | $50,000 | |
| Fresh Start Women's Foundation | |||||||
| 1130 E MCDOWELL ROAD | PHOENIX | AZ | 85006 | PC | To support general operations | $25,000 | |
| Friends of Rose Canyon | |||||||
| 6804 FISK AVEUE | SAN DIEGO | CA | 92122 | PC | To support Re-oaking Rose Canyon: Habitat Restoration and Community Engagement | $56,000 | |
| Habitat for Humanity Hawaii Island | |||||||
| PO BOX 4619 | KAILUAKONA | HI | 96745 | PC | To support general operations | $2,500 | |
| Hawaii Community Foundation | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 968132817 | PC | To support Holomua Marine Initiative: Restoring Abundance to Hawai'i Marine Waters | $150,000 | |
| Hawaii Forest Institute | |||||||
| PO BOX 66 | OOKALA | HI | 96774 | PC | To support Keauhou Bird Conservation Center Discovery Forest | $20,000 | |
| Hawaii Institute of Pacific Agriculture | |||||||
| PO Box 497 | KAPAAU | HI | 96755 | PC | To support Advancing Workforce Development through Sustainable Agriculture Training | $50,000 | |
| Hawaii Island Humane Society | |||||||
| 78-6767 MAMALAHOA WAY | HOLUALOA | HI | 96725 | PC | To support general operations | $5,000 | |
| Hawai'i Public Radio | |||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | PC | To support general operations and The World | $763 | |
| Honolulu Civil Beat | |||||||
| 3650 WAIALAE AVENUE 200 | HONOLULU | HI | 96816 | PC | To support Hawaii Island Environmental Reporting Initiative 2025 | $25,000 | |
| Huntington Beach Wetlands Conservancy | |||||||
| PO BOX 5903 | HUNTINGTON BEACH | CA | 92615 | PC | To support general operations | $25,000 | |
| Hawaii Wildlife Center | |||||||
| PO BOX 551752 | KAPAAU | HI | 96755 | PC | To support Hospital and Rehabilitative Care for Native Winged Wildlife | $25,000 | |
| Kahua Pa'a Mua | |||||||
| PO BOX 869 | KAPAAU | HI | 96755 | PC | To support student and community programs, and related personnel, crop, and animal expenses | $35,000 | |
| Kalanihale | |||||||
| 89-1196 MAMALAHOA HWY | CAPITAN COOK | HI | 96704 | PC | To support Malama Miloli'i a Mahua | $100,500 | |
| Kawaihae Canoe Club | |||||||
| PO BOX 1087 | KAMUELA | HI | 96743 | PC | To support the new concrete base and tent infrastructure for mission related events and activities | $15,000 | |
| Kukio Hoomana Fund | |||||||
| PO BOX 5380 | KAILUA KONA | HI | 96745 | PC | To support Kuki'o Ho'omana Fund, restricted to the Kukio Community Fund | $25,000 | |
| LightHawk | |||||||
| PO BOX 2751 | GRAND JUNCTION | CO | 81502 | PC | To support Advancing Recovery for the Pacific's Endangered White Abalone | $25,000 | |
| Literary And Prologue Society of the Southwest | |||||||
| 4980 S ALMA SCHOOL ROAD STE A-510 | CHANDLER | AZ | 85248 | PC | To support general operations | $5,000 | |
| Live Like Roo Foundation | |||||||
| 5830 NORTH MELVINA | CHICAGO | IL | 606460000 | PC | To support general operations | $250 | |
| Lua Inc | |||||||
| PO Box 1396 | Kailua | HI | 96734 | PC | To support general operations | $5,000 | |
| Marine Mammal Care Center Los Angeles | |||||||
| 3601 S GAFFEY STREET 8 | SAN PEDRO | CA | 90731 | PC | To support general operations | $2,000 | |
| Marine Mammal Care Center Los Angeles | |||||||
| 3601 S GAFFEY STREET 8 | SAN PEDRO | CA | 90731 | PC | To support Marine Mammal Stranding Response and Rehabilitation in Los Angeles County | $30,000 | |
| Marine Mammal Center | |||||||
| 3601 S GAFFEY STREET 8 | SAN PEDRO | CA | 90731 | PC | To support Hawaiian Monk Survival Post-Release Survival Success Study | $67,141 | |
| Mini Therapy Horses | |||||||
| 26500 AGOURA ROAD 120-460 | CALABASAS | CA | 91302 | PC | To support general operations | $65,000 | |
| MISS Foundation | |||||||
| PO BOX 9195 | AUSTIN | TX | 78766 | PC | To support Selah Carefarm, in support of the clinical director and program operations | $10,000 | |
| Na Kalai Wa'a | |||||||
| PO BOX 748 | KAMUELA | HI | 96743 | PC | To support Holokai Education Program | $130,000 | |
| National Audubon Society | |||||||
| PO Box 2652 | LAGUNA HILLS | CA | 92637 | PC | To support Protecting and Conserving Coastal Lagoon Habitat in Southern California | $545,000 | |
| National Audubon Society | |||||||
| PO Box 2652 | LAGUNA HILLS | CA | 92637 | PC | To support costs associated with the Buena Vista Lagoon | $2,500 | |
| National Disaster Search Dog Foundation | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | PC | To support Preparing Canine Search Teams for Rescue Missions | $25,000 | |
| National Wildlife Refuge Association | |||||||
| 1701 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | PC | To support Southern California Urban Refuge Program | $75,000 | |
| North Kohala Community Resource Center | |||||||
| PO BOX 519 | HAWI | HI | 96719 | PC | To support Kohala Cares | $32,000 | |
| North Kohala Community Resource Center | |||||||
| PO BOX 519 | HAWI | HI | 96719 | PC | To support Kohala Radio | $10,000 | |
| North Kohala Community Resource Center | |||||||
| PO BOX 519 | HAWI | HI | 96719 | PC | To support Malama Pono Discovery Garden | $15,000 | |
| North Kohala Community Resource Center | |||||||
| PO BOX 519 | HAWI | HI | 96719 | PC | To support Resiliency Positions | $124,836 | |
| North Kohala Tool Library | |||||||
| PO BOX 248 | KAPAAU | HI | 967550000 | PC | To support North Kohala Tool Library | $10,000 | |
| Northern Chumash Tribal Council | |||||||
| PO BOX 6533 | LOS OSOS | CA | 93412 | PC | To support Chumash Heritage National Marine Sanctuary | $200,000 | |
| Northern Chumash Tribal Council | |||||||
| PO BOX 6533 | LOS OSOS | CA | 93412 | PC | To support the National Marine Sanctuary planning and outreach | $1,500 | |
| notMYkid | |||||||
| 5310 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | PC | To support general operations | $50,000 | |
| Ocean Defenders Alliance | |||||||
| 19744 BEACH BLVD BOX 446 | HUNTINGTON BEACH | CA | 92648 | PC | To support marine debris removal in Hawaii and California | $100,000 | |
| Orange County Coastkeeper | |||||||
| 3151 AIRWAY AVE STE F110 | COSTA MESA | CA | 92626 | PC | To support Seal Beach National Wildlife Refuge Living Shorelines Project | $54,720 | |
| Parker School | |||||||
| 65-1224 LINDSEY ROAD | KAMUELA | HI | 96743 | PC | To support general operations | $15,000 | |
| Pencils of Promise Inc | |||||||
| 1115 BROADWAY 1157 | NEW YORK | NY | 10010 | PC | To support general operations | $250 | |
| Resources Legacy Fund | |||||||
| 555 CAPITOL MALL 1095 | SACRAMENTO | CA | 95814 | PC | To support reducing pollution and protecting herbivores to restore West Hawai'i reefs | $150,000 | |
| San Diego Coastkeeper | |||||||
| 3900 CLEVELAND AVE APT 102 | SAN DIEGO | CA | 92103 | PC | To support Protecting and Restoring Mission Bay's Coastal Resources | $169,000 | |
| Sequoia Parks Conservancy | |||||||
| 47050 GENERALS HIGHWAY UNIT 10 | THREE RIVERS | CA | 93271 | PC | To support general operating in areas of greatest need | $105,000 | |
| Seven Arrows Elementary School | |||||||
| 15240 LA CRUZ DRIVE | PACIFIC PALISADES | CA | 90272 | PC | To support Aldersgate Campus Acquisition Capital Campaign | $87,000 | |
| Seven Arrows Elementary School | |||||||
| 15240 LA CRUZ DRIVE | PACIFIC PALISADES | CA | 90272 | PC | To support general operations | $17,000 | |
| Sullivan Canyon Preservation Association | |||||||
| 321 SOUTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | PC | To support footing repair | $10,000 | |
| Teammates for Kids Foundation | |||||||
| PO BOX 461315 | DENVER | CO | 80201 | PC | To support Child Life Zone Phoenix Children's Hospital | $164,476 | |
| The California Wildlife Center | |||||||
| PO BOX 2022 | MALIBU | CA | 90265 | PC | To support Wildlife Technician Staffing | $45,000 | |
| The Food Basket Inc | |||||||
| 40 HOLOMUA STREET | HILO | HI | 967203050 | PC | To support "We Got Your Back" Keiki Backpack program | $10,000 | |
| The Kohala Center | |||||||
| PO BOX 437462 | KAMUELA | HI | 96743 | PC | To support coastal and watershed restoration and regeneration work in West Hawaii | $2,000 | |
| The Kohala Center | |||||||
| PO BOX 437462 | KAMUELA | HI | 96743 | PC | To support I Pono Ke Kuamo'o: revitalizing ridge to reef paths to viable 'aina work | $377,738 | |
| The Matthew Silverman Memorial Foundation | |||||||
| 324 S BEVERLY DR 411 | BEVERLY HILLS | CA | 90212 | PC | Underwriting and general operating | $1,500 | |
| The Multiple Myeloma Research Foundation | |||||||
| 1105 WILSON | RICHLAND | WA | 99354 | PC | To support Multiple Myeloma Research Foundation, Inc. | $523 | |
| The Trust for Public Land | |||||||
| 23 GEARY STREET 1000 | SAN FRANCISCO | CA | 94108 | PC | To support Protecting 'Anaeho'omalu Kapalaoa | $100,000 | |
| University of Hawaii Foundation | |||||||
| 1810 UNIVERSITY AENUE SUITE 300 | HONOLULU | HI | 96822 | PC | To support The North Kohala Resilience Project at Hawai'i Community College | $25,000 | |
| Venice Family Clinic | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | PC | To support Pediatric Mental Health South Bay Expansion | $40,000 | |
| Vibrant Hawaii | |||||||
| 230 KEKUANAOA STREET | HILO | HI | 96720 | PC | To support general operations | $10,000 | |
| WAIORG INC | |||||||
| 2927 HIBISCUS PL | HONOLULU | HI | 96815 | PC | To support Reducing Pollution to Restore West Hawai'i Reefs | $75,752 | |
| Wetlands and Wildlife Care Center | |||||||
| 21900 PACIFIC COAST HIGHWAY | HUNTINGTON BEACH | CA | 92646 | PC | To support Capacity Building Grant to Support Medical Staff | $25,000 | |
| WILDCOAST | |||||||
| 2120 JIMMY DURANTE BLVD STE 106 | DEL MAR | CA | 92014 | PC | To support Mission Bay Coastal and Marine Ecosystem Conservation | $500,000 | |
| WILDCOAST | |||||||
| 2120 JIMMY DURANTE BLVD STE 106 | DEL MAR | CA | 92014 | PC | General operating toward work at Tecolote Canyon | $2,000 | |
| Young Life | |||||||
| 420 N CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | PC | To support general operations | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,612,949 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $389,077 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,422,456 | 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 | PARTNERSHIP INCOME | Desc |
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,540 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,414,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,540 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,226,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,240,811 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Bennett Dorrance Sr | |||||||
| 1 | 6263 N SCOTTSDALE ROAD STE 330 | Scottsdale | AZ | 85250 | $200,000 | Yes (X) | |
| Bennett Dorrance Sr | |||||||
| 2 | 6263 N SCOTTSDALE ROAD STE 330 | Scottsdale | AZ | 85250 | $10,768,899 | Yes (X) | Yes (X) |
| Bennett Dorrance Sr | |||||||
| 3 | 6263 N SCOTTSDALE ROAD STE 330 | Scottsdale | AZ | 85250 | $5,505,737 | Yes (X) | Yes (X) |
| Bennett Dorrance Sr | |||||||
| 4 | 6263 N SCOTTSDALE ROAD STE 330 | Scottsdale | AZ | 85250 | $1,534,200 | Yes (X) | Yes (X) |
| Bennett Dorrance Sr | |||||||
| 5 | 6263 N SCOTTSDALE ROAD STE 330 | Scottsdale | AZ | 85250 | $7,842,622 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | SEE ATTACHED FOR STOCK CONTRIBUTIONS | $10,768,899 | 2024-03-01 |
| 3 | SEE ATTACHED FOR STOCK CONTRIBUTIONS | $5,505,737 | 2024-11-15 |
| 4 | SEE ATTACHED FOR STOCK CONTRIBUTIONS | $1,534,200 | 2024-11-21 |
| 5 | Transfer of Ownership from Bennett Dorrance Charitable Remainder Trust to Dorrance Family Foundation | $7,842,622 | 2024-01-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,000 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ARIZONA DEPARTMENT OF REVENUE DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CAMPBELL SOUP COMPANY | StockNm |
| EOY Book Value | $1,302,929 | EOYBookValueAmt |
| EOYFMV | $1,302,929 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFE ALTERNATIVE INVESTMENTS | FMV | $15,554,297 | $15,554,297 |
| DFE ASSET MANAGEMENT, LLC | FMV | $81,299,283 | $81,299,283 |
| DFE PRIVATE EQUITY INVESTMENTS | FMV | $3,223,430 | $3,223,430 |
| DFE PRIVATE ANNEX FUND I, LLC | FMV | $1,171,003 | $1,171,003 |
| DFE PRIVATE ANNEX FUND II, LLC | FMV | $18,767 | $18,767 |
| GUILLERMO INVESTMENTS | FMV | $7,538,443 | $7,538,443 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,779 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,779 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX EXEMPT INCOME | $49 |
| TAX-EXEMPT INTEREST INCOME | $1 |
| UNREALIZED LOSS FROM INVESTMENTS | $262,123 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MEMBERSHIPS & SUBSCRIPTIONS | $11,848 | $11,848 |
| INSURANCE | $485 | $485 |
| UTILITIES - PHONE | $2,710 | $2,710 |
| LICENSES AND FEES | $394 | $394 |
| SOFTWARE LISCENSE EXPENSE | $9,883 | $9,883 |
| OFFICE EXPENSE | $7,291 | $7,291 |
| MILEAGE EXPENSES | $590 | $590 |
| PHILANTHROPHY EVENTS EXPENSES | $874 | $874 |
| OFFICE-MEALS&ENTERTAINMENT | $5,143 | $5,143 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Partnership Interests | Desc |
| Revenue And Expenses Per Books | $1,429,278 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,351,524 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH | Desc |
| Amt | $250 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $310,303 | Amt |
| Net Investment Income | $310,303 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $396,956 | |
| FOREIGN TAXES | $82,803 | $82,803 |