Civic Intelligence

P J and K a Dougherty Foundation

990PF • Fiscal year 2020 • EIN 46-4180144

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
5811 Gleneagles DriveSan Jose, CA 95138

(408) 800-9342

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

2nd percentile

-524%

Higher net margin than 2% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

24th percentile

-2.2%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$5,255,101

Down $120,772 (-2.2%) from 2019

Net Assets

Down

$5,255,101

Down $120,772 (-2.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin2nd percentile

Revenue

Down

$92,331

Down $59,475 (-39%) from 2019

Expenses

Up

$575,881

Up $285,941 (+99%) from 2019

Net Income

Down

-$483,550

Down $345,416 (-250%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $100Liabilities 2015: $0Net Assets 2015: $1002015Assets 2016: $5,075,694Liabilities 2016: $0Net Assets 2016: $5,075,6942016Assets 2017: $5,502,516Liabilities 2017: $0Net Assets 2017: $5,502,5162017Assets 2018: $4,917,769Liabilities 2018: $0Net Assets 2018: $4,917,7692018Assets 2019: $5,375,873Liabilities 2019: $0Net Assets 2019: $5,375,8732019Assets 2020: $5,255,101Liabilities 2020: $0Net Assets 2020: $5,255,1012020Assets 2021: $5,155,512Liabilities 2021: $0Net Assets 2021: $5,155,5122021Assets 2022: $4,183,371Liabilities 2022: $0Net Assets 2022: $4,183,3712022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$5,255,101
Liabilities$0
Net Assets$5,255,101
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$5.0M$0-$5.0MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $100Expenses 2015: $0Net Income 2015: $1002015Revenue 2016: $68,283Expenses 2016: $326,536Net Income 2016: -$258,2532016Revenue 2017: $122,844Expenses 2017: $229,629Net Income 2017: -$106,7852017Revenue 2018: $114,845Expenses 2018: $298,713Net Income 2018: -$183,8682018Revenue 2019: $151,806Expenses 2019: $289,940Net Income 2019: -$138,1342019Revenue 2020: $92,331Expenses 2020: $575,881Net Income 2020: -$483,5502020Revenue 2021: $276,541Expenses 2021: $757,383Net Income 2021: -$480,8422021Revenue 2022: $236,211Expenses 2022: $528,573Net Income 2022: -$292,3622022Revenue 2023: $84,329Expenses 2023: $4,526,540Net Income 2023: -$4,442,2112023

Highlighted filing

2020

Revenue$92,331
Expenses$575,881
Net Income-$483,550
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY HAHNPresident/Chairman-$0--
PAUL JAMES DOUGHERTYSecretary/CFO-$0--
Filing and Contact Details

Filer

Filer Name
P J and K a Dougherty Foundation
EIN
46-4180144
Phone
4088009342
Address
5811 GLENEAGLES DRIVE, SAN JOSE, CA 95138

Signing Officer

Name
Nancy Hahn
Title
President/chairman
Phone
4088009342
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Raw XML Appendix326 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04700
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), P J AND K A DOUGHERTY FOUNDATION (THE "FOUNDATION") HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME FOR 2014. CONSEQUENTLY, THE QUALIFYING DISTRIBUTION OF $297,537 IN 2016 IS TREATED AS MADE: (I) $76,847 OUT OF THE UNDISTRIBUTED INCOME FOR 2015; (II) $214,321 OUT OF THE UNDISTRIBUTED INCOME FOR 2014; AND (III) $6,369 OUT OF THE DISTRIBUTABLE AMOUNT FOR 2016.AS EXPLAINED ON STATEMENT 11 BELOW, THE FOUNDATION IS THE SUCCESSOR FOUNDATION AND RECIPIENT OF ONE-HALF OF DOUGHERTY FAMILY FOUNDATION'S (DFF'S) (EIN: 91-2169485) ASSETS, AND AS SUCH THESE CURRENT YEAR QUALIFYING DISTRIBUTIONS ARE, IN PART, ATTRIBUTABLE TO DFF'S CHAPTER 42 OBLIGATIONS, INCLUDING DISTRIBUTIONS OF PRIOR YEAR AMOUNTS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DFA DIVERSIFIED FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1STONE RIDGE TR V
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0237030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1248749
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0237030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1248749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0204570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1591044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt369351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41788843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5198626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6177066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0204570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1591044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt256883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt369351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41788843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5198626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6177066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DFA EMERGING MKTS CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DFA INTL CORE EQTY PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DFA INTL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DFA REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DFA TA US CORE EQTY 2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5STONE RIDGE REINSURANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AQR STYLE PREMIA ALTERNATIVE
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0404538
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0404538
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt078666
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0305
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt013360
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt092331
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt092331
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0305
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0550000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0550000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt066430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt078666
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-483550
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0305
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013360
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt013360
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0305
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt060039
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020056
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0554710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0575881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt080095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt092331
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04710
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020056
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0305
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-483550
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0362778
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05255101
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05375873
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05255101
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0250656
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0250656
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0250656
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0251491
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0835
IRS990PF/DistributableAmountGrp/TotalTaxAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0456
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0456
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01292
IRS990PF/FMVAssetsEOYAmt05255101
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0824294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0485779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0485779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03169488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03086383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03086383
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05375873
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05255101
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01037212
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01278401
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01278401
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05375873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05255101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05255101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05375873
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05255101
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05375873
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05255101
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0344879
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0404538
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0404538
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05106417
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01124260
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03982157
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt076596
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0251491
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05029821
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05106417
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY HAHN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL JAMES DOUGHERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05811 GLENEAGLES DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15811 GLENEAGLES DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0554710
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0554710
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0554710
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NANCY HAHN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05811 GLENEAGLES DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN JOSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095138
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088009342
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION SUPPORT, SUPPORT FOR CANCER PREVENTION AND CURE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0550000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0250656
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0237747
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0250656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt066307
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt066307
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0554710
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt066307
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066307
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0237747
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA LATE PAYMENT PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0362778
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020056
TaxesSchedule/TaxesDetail/Amt01100
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY HAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04088009342
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0P J AND K A DOUGHERTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PJAN
ReturnHeader/Filer/EIN0464180144
ReturnHeader/Filer/PhoneNum04088009342
ReturnHeader/Filer/USAddress/AddressLine1Txt05811 GLENEAGLES DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941254756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD & STRONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 BATTERY ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04157810793
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAGA E KISRIEV
ReturnHeader/ReturnTs02021-05-10T12:22:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAHN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,255,101
Liabilities
$0
Net assets
$5,255,101
Revenue
$92,331
Expenses
$575,881
Net income
-$483,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.08$4.53$4.44
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.24$0.53$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.28$0.76$0.48
2020Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.09$0.58$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.38$0.00$5.38$0.15$0.29$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.11$0.30$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.50$0.00$5.50$0.12$0.23$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$0.07$0.33$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00