Civic Intelligence

Paul and Katie Dougherty Foundation

EIN 46-4717431 • Saratoga, CA

20018 Heritage OakSaratoga, CA 95070
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

45th percentile

2.3%

Faster asset growth than 45% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

93%

Faster revenue growth than 86% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,242,424

Up $117,658 (+2.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$5,242,424

Up $117,658 (+2.3%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin69th percentile

Revenue

Up

$407,653

Up $196,262 (+93%) from 2023

Expenses

Up

$326,384

Up $1,694 (+0.5%) from 2023

Net Income

Up

$81,269

Up $194,568 (+172%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2014: $1Liabilities 2014: $1Net Assets 2014: $02014Assets 2015: $100Liabilities 2015: $1Net Assets 2015: $1002015Assets 2016: $5,163,270Liabilities 2016: $0Net Assets 2016: $5,163,2702016Assets 2017: $5,580,176Liabilities 2017: $0Net Assets 2017: $5,580,1762017Assets 2018: $4,805,038Liabilities 2018: $0Net Assets 2018: $4,805,0382018Assets 2019: $5,281,527Liabilities 2019: $1Net Assets 2019: $5,281,5272019Assets 2020: $5,394,010Liabilities 2020: $1Net Assets 2020: $5,394,0102020Assets 2021: $5,810,991Liabilities 2021: $1Net Assets 2021: $5,810,9912021Assets 2022: $4,876,686Liabilities 2022: $1Net Assets 2022: $4,876,6862022Assets 2023: $5,124,766Liabilities 2023: $1Net Assets 2023: $5,124,7662023Assets 2024: $5,242,424Liabilities 2024: $0Net Assets 2024: $5,242,4242024

Highlighted filing

2024

Assets$5,242,424
Liabilities$0
Net Assets$5,242,424
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $100Expenses 2015: $0Net Income 2015: $1002015Revenue 2016: $99,923Expenses 2016: $322,515Net Income 2016: -$222,5922016Revenue 2017: $233,332Expenses 2017: $261,168Net Income 2017: -$27,8362017Revenue 2018: $308,439Expenses 2018: $300,398Net Income 2018: $8,0412018Revenue 2019: $186,380Expenses 2019: $281,850Net Income 2019: -$95,4702019Revenue 2020: $185,458Expenses 2020: $272,900Net Income 2020: -$87,4422020Revenue 2021: $476,078Expenses 2021: $326,854Net Income 2021: $149,2242021Revenue 2022: $260,851Expenses 2022: $330,095Net Income 2022: -$69,2442022Revenue 2023: $211,391Expenses 2023: $324,690Net Income 2023: -$113,2992023Revenue 2024: $407,653Expenses 2024: $326,384Net Income 2024: $81,2692024

Highlighted filing

2024

Revenue$407,653
Expenses$326,384
Net Income$81,269
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,242,424
Liabilities
$0
Net assets
$5,242,424
Revenue
$407,653
Expenses
$326,384
Net income
$81,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.41$0.33$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.21$0.32$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.26$0.33$0.07
2021Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.48$0.33$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.19$0.27$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.19$0.28$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.31$0.30$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.23$0.26$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.10$0.32$0.22
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

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

Filer

Filer Name
Paul and Katie Dougherty Foundation
EIN
46-4717431
Phone
4084828143
Address
20018 HERITAGE OAK, SARATOGA, CA 95070

Signing Officer

Name
Gregory Dougherty
Title
President/chairman
Phone
4084828143
Signed
2025-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
2580 N 1ST ST STE 460, SAN JOSE, CA 95131
Preparer
Jacob Yau
Phone
4089988400
Raw XML Appendix338 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/Amt06455
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0455
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), PAUL AND KATIE 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 $293,118 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; (III) $1,950 OUT OF THE DISTRIBUTABLE AMOUNT FOR 2016.AS EXPLAINED ON STATEMENT 10 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.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0421913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1377172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2189685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3269014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4486480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5238967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6997273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7409255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8131962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9274630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0421913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1377172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2189685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3269014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4486480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5238967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6997273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7409255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8131962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9274630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BRIDGEWAY OMNI SM CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DFA EMERGING MKTS CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DFA GLOBAL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DFA INTL CORE EQTY PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DFA INTL SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SEI INTERNATIONAL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SEI LARGE CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SEI SMALL CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8STONE RIDGE ALT LENDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD ITM-TERM TREASURY ETF
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0141820
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0141820
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0116113
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0263401
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt028139
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0407653
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0407653
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0455
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06455
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0263401
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0116113
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0116113
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt081269
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0400889
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028139
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028139
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0263401
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0390256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016942
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0306187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0326384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0407653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0407653
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017397
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt059780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt177708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0262889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0262889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0262889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt278000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BMW BANK OF NORTH AM UT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL ONE NTNL AS VA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0263401
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt081269
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036389
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05242424
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05124766
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05242424
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0260047
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0260047
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0260047
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0265472
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05425
IRS990PF/DistributableAmountGrp/TotalTaxAmt05425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06492
IRS990PF/FMVAssetsEOYAmt05242424
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03785345
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03796351
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03796351
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05124766
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05242424
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01200999
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01304253
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01304253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05124766
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05242424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05242424
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05124766
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05242424
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05124766
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05242424
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0138422
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0141820
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0141820
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05390295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01238741
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04151554
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt080854
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0265472
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05309441
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05390295
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/PersonNm0GREGORY DOUGHERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL JAMES DOUGHERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt020018 HERITAGE OAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt120018 HERITAGE OAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARATOGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0306187
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0306187
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/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GREGORY DOUGHERTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020018 HERITAGE OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095070
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04084828143
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/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL RESEARCH, EDUCATION SUPPORT, AND ENRICHMENT OF THE LIVES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02201 BROADWAY 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094612
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt0198227
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0107960
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0260047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0306187
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061820
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0107960
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0112
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0112
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA RRF-1 RENEWAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncreasesSchedule/OtherIncreasesDetail/Amt036389
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016942
TaxesSchedule/TaxesDetail/Amt02800
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY DOUGHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04084828143
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL AND KATIE DOUGHERTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0464717431
ReturnHeader/Filer/PhoneNum04084828143
ReturnHeader/Filer/USAddress/AddressLine1Txt020018 HERITAGE OAK
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941254756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD & STRONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02580 N 1ST ST STE 460
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095131
ReturnHeader/PreparerPersonGrp/PhoneNum04089988400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB YAU
ReturnHeader/ReturnTs02025-09-02T10:39:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.