Thelma Doelger Charitable Tr
- Assets
- $9.8m
- Revenue
- $385.3k
- Investments
- $8.7m
- Employees
- 0
- Location
- Daly City, CA
- Founding
- 05/1999
- Data as of
- 06/2022
- EIN
- 94-3318483
Organization Overview
Thelma Doelger Charitable Tr is located in Daly City, CA. The organization was established in 1999. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Thelma Doelger Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Thelma Doelger Charitable Tr generated $385.3k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (2.0%) each year. All expenses for the organization totaled $1.1m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Thelma Doelger Charitable Tr has awarded 132 individual grants totaling $3,036,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
D Eugene Richard Trustee | 5 | $57,929 | |
John R Violet Trustee | 5 | $57,929 | |
John F Nicolai Trustee | 5 | $57,929 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,565 |
| Dividends & Interest | $401,418 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$17,695 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $385,288 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $173,787 |
| Other employee salaries and wages | $28,046 |
| Pension plans, employee benefits | $2,032 |
| Interest | $0 |
| Taxes | $11,858 |
| Depreciation | $0 |
| Occupancy | $34,412 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $7,275 |
| Total operating and administrative expenses | $279,625 |
| Contributions, gifts, grants paid | $784,500 |
| Total expenses and disbursements | $1,064,125 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,105,113 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,933,092 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $9,845,981 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Thelma Doelger Charitable Tr has awarded $784,500 in support to 33 organizations.
| Grant Recipient | Amount |
|---|---|
DR NORMAN SHUMWAY ENDOWED FAMILY OF FUNDS PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO IMPROVE PATIENT HEALTH THROUGH CONTINUAL SCIENTIFIC INNOVATION, REVOLUTIONARY OPERATIVE CARE, AND EXEMPLARY SURGICAL EDUCATION | $125,000 |
Daly City, CA PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO IMPROVE THE QUALITY OF LIFE FOR SENIORS AND ADULTS IN DALY CITY AND SURROUNDING AREAS | $80,000 |
Novato, CA PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO IMPROVE THE LIVES OF ANIMALS AND PEOPLE THROUGH ADVOCACY, EDUCATION, AND SUPPORT | $75,000 |
PENINSULA HUMANE SOCIETY PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO SUPPORT HUMANE SERVICE TO NEEDY ANIMALS | $75,000 |
SAN FRANCISCO SPCA PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO SAVE AND PROTECT ANIMALS, AND PROVIDE CARE AND TREATMENT | $75,000 |
San Francisco, CA PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO CONNECT PEOPLE WITH WILDLIFE, INSPIRE CARING FOR NATURE AND ADVANCE CONSERVATION ACTION | $55,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The 1440 Foundation Saratoga, CA | $206,653,487 | $19,808,457 |
Merkin Family Foundation Marina Del Rey, CA | $241,752,328 | $31,870,945 |
Hopper-Dean Foundation Menlo Park, CA | $45,438,431 | $29,723,797 |
Troesh Family Foundation Henderson, NV | $90,271,272 | $18,993,634 |
Bia Echo Foundation Reno, NV | $26,357,504 | $25,798,977 |
Connie And Bob Lurie Foundation Inc Redwood City, CA | $112,597,495 | $25,457,180 |
Kennys Kids Sedona, AZ | $0 | $509,065 |
Meadowview Foundation San Rafael, CA | $189,484,174 | $15,305,967 |
Pwb Foundation San Francisco, CA | $347,304,916 | $12,423,770 |
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 Villa Park, CA | $0 | $7,778,728 |
Autodesk Foundation San Francisco, CA | $47,337 | $16,300,000 |
Priem Family Foundation Burlingame, CA | $0 | -$4,034,198 |