Thelma Doelger Charitable Tr
- Assets
- $9.7m
- Revenue
- $921.8k
- Investments
- $8.4m
- Employees
- 0
- Location
- Daly City, CA
- Founding
- 05/1999
- Data as of
- 06/2023
- 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 06/2023, Thelma Doelger Charitable Tr generated $921.8k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (1.0%) each year. All expenses for the organization totaled $1.0m during the year ending 06/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Thelma Doelger Charitable Tr has awarded 164 individual grants totaling $3,821,000. 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
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
D Eugene Richard Trustee | 5 | $53,511 | |
John R Violet Trustee | 5 | $53,511 | |
John F Nicolai Trustee | 5 | $53,511 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $58,466 |
| Dividends & Interest | $450,206 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $413,161 |
| Capital Gain Net Income | $413,161 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $921,833 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $160,533 |
| Other employee salaries and wages | $28,986 |
| Pension plans, employee benefits | $2,115 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $33,889 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $8,226 |
| Total operating and administrative expenses | $257,600 |
| Contributions, gifts, grants paid | $784,500 |
| Total expenses and disbursements | $1,042,100 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,374,720 |
| 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 | $1,543,218 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $9,725,714 |
| 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 32 organizations.
| Grant Recipient | Amount |
|---|---|
MARIN HUMANE SOCIETY 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 |
CURI ODYSSEY (FORMERLY COYOTE POINT MUSEUM) PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO HELP CHILDREN ACQUIRE THE TOOLS TO DEEPLY UNDERSTAND THE CHANGING WORLD | $25,000 |
SAN FRANCISCO ZOOLOGICAL SOCIETY PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO CONNECT PEOPLE WITH WILDLIFE, INSPIRE CARING FOR NATURE AND ADVANCE CONSERVATION ACTION | $55,000 |
MID-PENINSULA BOYS & GIRLS CLUB INC PURPOSE: CHARITABLE CONTRIBUTION TO SUPPORT CHARITY'S MISSION TO INSPIRE AND ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS | $10,000 |