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Nonprofiteer
← THE ROSE AND DAVID DORTORT FOUNDATION

Form 990 for tax year 2023

Filed by THE ROSE AND DAVID DORTORT FOUNDATION.

Totals

Total revenue
$793,489
Total expenses
$698,861
Contributions and grants received
$0
Grants paid
$525,000
Program service revenue
$0
Investment income
$793,489
Other revenue
$0
Total assets, end of year
$13,156,295
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$13,156,295
Program services expenses (Part IX)
$525,000
Management and general expenses
$173,861
Fundraising expenses
$0
Program service expenses (Part III)
$525,000

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $281,623 · excluded $281,623

  • 7a · Gross sales of assets other than inventory

    securities $511,866

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $511,866

  • 7d · Net gain or loss

    total $511,866 · related or exempt $511,866

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $515,000 · program services $515,000

  • 3 · Grants to foreign organizations and individuals

    total $10,000 · program services $10,000

  • 11a · Fees: management

    total $90,054 · management and general $90,054

  • 11c · Fees: accounting

    total $1,910 · management and general $1,910

  • 11f · Fees: investment management

    total $81,647 · management and general $81,647

  • 24a · Other expenses: BANK FEES

    total $150 · management and general $150

  • 24b · Other expenses: TAXES

    total $100 · management and general $100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $422,190 · end of year $348,291

  • 12 · Investments: other securities

    beginning of year $11,850,541 · end of year $12,808,004

  • 27 · Net assets without donor restrictions

    beginning of year $12,272,731 · end of year $13,156,295

Mission and programs · 2023

Mission

SUPPORTING ORGANIZATION OF CALIFORNIA COMMUNITY FOUNDATION. CHARITABLE GRANT MAKING.

  • THE FOUNDATION'S ACTIVITIES INCLUDED GRANT MAKING TO SUPPORT THE CALIFORNIA COMMUNITY FOUNDATION, A PUBLIC CHARITY UNDER 501(C)(3).

    Expenses $525,000 · Grants $525,000 · Revenue $793,489

As filed on the 2023 return.

Listed in Part VII

  • FREDERIC DORTORT

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • GAEL FITZMAURICE

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • STEVE GELON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • CAROL A BRADFORD

    BOARD MEMBER

    Total calculated
    $301,946
    From this org
    $0
    From related orgs
    $244,866
    Other
    $57,080
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,866 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,985 related
    Nontaxable benefits
    $0 + $32,095 related
    Filer's total
    $0 + $301,946 related

  • ERIN LIMLINGAN

    BOARD MEMBER

    Total calculated
    $132,297
    From this org
    $0
    From related orgs
    $111,844
    Other
    $20,453
    Hours/week
    0.5 + 40 related

  • STEVEN COBB

    ASSISTANT TREASURER

    Total calculated
    $450,875
    From this org
    $0
    From related orgs
    $389,255
    Other
    $61,620
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,255 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $28,620 related
    Filer's total
    $0 + $450,875 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
CALIFORNIA COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, IS THE RELATED ORGANIZATION EMPLOYING THE PAID BOARD MEMBERS. CALIFORNIA COMMUNITY FOUNDATION HAS POLICIES AND PROCEDURES IN PLACE ESTABLISHING THE COMPENSATION OF THE BOARD MEMBERS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202511339349307696

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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