Dagmar Dolby Fund: FY2021 Nonprofit Profile & Form 990 (EIN 47-5332690)

Revenue by fiscal year
FY2020	$15.8M
FY2021	$8.2M
FY2022	$11.9M
FY2023	$38.3M
FY2024	$27.2M
FY2025	$11.7M

Expenses by fiscal year
FY2020	$16.2M
FY2021	$37.1M
FY2022	$13.7M
FY2023	$7.1M
FY2024	$17.7M
FY2025	$5.4M

Net assets by fiscal year
FY2020	$45.0M
FY2021	$37.6M
FY2022	$28.7M
FY2023	$51.0M
FY2024	$47.8M
FY2025	$61.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Part of a larger organization · Schedule R

Dagmar Dolby Fund files its own Form 990, but Schedule R discloses 12 related entities — figures on this page are for this EIN only, not the whole group.

Peter E Haas JR Family Fund · Lynx Foundation · Cerity Partners Foundation · Margaret E Haas Fund + 8 more · see all

Combined filings · FY2021 · 8 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is 1% of group revenue.

Group revenue

$693.0M

Group expenses

$191.8M

Group net assets

$2.4B

Peter E Haas JR Family Fund · $46.2M rev · $807.8M net assets

Margaret E Haas Fund · $14.1M rev · $206.8M net assets

Alcohol Justice · $2.0M rev · $1.2M net assets

McF Gift Fund INC · $7.5M rev · $14.3M net assets

Presidio Theatre · $3.3M rev · $45.5M net assets

McF Supporting Organization Fund Fka Kurland Family Foundation · $546K rev · $3.4M net assets

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $37.1M Management & general 0% · $52K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Dagmar Dolby

Board Chair

$0Pt VII · Sec A

Lani Alo

Board Member

$0Pt VII · Sec A

Alexandra Derby

Board Member

$0Pt VII · Sec A

Thomas Peters PHD

President and CEO

$0Pt VII · Sec A

Sa Hartman

CFO

$0Pt VII · Sec A

Ashley Smith

Secretary

$0Pt VII · Sec A

See Dagmar Dolby Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Mobilizes community and philanthropic resources to advance equity for people, places, and the planet.

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Provided by the organization

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1 program · $37.1M · in their own filed words · FY2020

01

During the fiscal year ending june 30, 2021, the foundation awarded 4 grants for $36,924,085.

$37.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Marin Community FoundationFY2024$10.0M

Total grants receivedfrom 1 funder$10.0M

Grants paid · 8 grants · $20.6M · 2021–2024

Marin Community FoundationCA · FY2024$4,000,000

Marin Community FoundationCA · FY2023$9,000,000

Ray Dolby Legacy FundCA · FY2023$4,000,000

The Salk Institute for Biological StudiesCA · FY2023$996,035

Smithsonian InstitutionDC · FY2023$5,169

Smithsonian InstitutionDC · FY2022$1,579,575

Alzheimers Drug Discovery FoundationNY · FY2022$1,000,000

Ray Dolby Legacy FundCA · FY2021$50,000

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$8.2M

Ln 12

Gifts and grantsLn 1h$7.4M

Investment incomeLn 3$747K

Money outPt IX

$37.1M

Ln 25

Programscol B$37.1M

Managementcol C$52K

Owns and owesPt X

$37.6M

net assets · Ln 32

Cash and savingsLn 1–2$5.1M

Total assetsLn 16$39.2M

LiabilitiesLn 26$1.6M

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a3

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$7.4M

Noncash giftsLn 1g$7.4M

Investment incomeLn 3$747K

Gains on assetsLn 7$252K

Total revenueLn 12$8.2M

Assets in detailPt X, end of year

CashLn 1$5.1M

Cash and savings togetherLn 1–2$5.1M

InvestmentsLn 11–13$34.1M

Total assetsLn 16$39.2M

LiabilitiesLn 26$1.6M

Net assetsLn 32$37.6M

OperationsPt I, VI

EmployeesI 50

VolunteersI 62

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$8K	$5.1M
InvestmentsLn 11–13	$49.9M	$34.1M
Total assetsLn 16	$49.9M	$39.2M
LiabilitiesLn 26	$4.9M	$1.6M
Net assetsLn 32	$45.0M	$37.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$36.9M	$36.9M
Investment management feesLn 11f	$2K		$2K
Other fees for servicesLn 11g	$136K	$136K
Other expenses (24a–d)Ln 24	$50K		$50K
All other expensesLn 24e	$225	$225
Total functional expensesLn 25	$37.1M	$37.1M	$52K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$11.7M	$5.4M	$6.3M	$61.2M	990 PDF
FY2024	$27.2M	$17.7M	$9.5M	$47.8M	990 PDF
FY2023	$38.3M	$7.1M	$31.1M	$51.0M	990 PDF
FY2022	$11.9M	$13.7M	−$1.8M	$28.7M	990 PDF
FY2021 Viewing	$8.2M	$37.1M	−$28.9M	$37.6M	990 PDF
FY2020	$15.8M	$16.2M	−$357K	$45.0M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $8,168,589 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $15,000,000$7,421,492

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $844,790$747,097

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $15,844,790$8,168,589

I-13 Grants and similar amounts paidPrior year $16,048,434$36,924,085

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $153,169$188,195

I-18 Total expensesPrior year $16,201,603$37,112,280

I-19 Revenue less expensesPrior year −$356,813−$28,943,691

Part VI · Governance 1 of 3 board members independent, 1 to look at

VI-1a Voting members of the governing body3

VI-1b Independent voting members1

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $8,168,589 across 6 lines filed

VIII-1f All other contributions, gifts and grants$7,421,492

VIII-1g Noncash contributions (included above)$7,421,492

VIII-1h Total contributions, gifts and grants$7,421,492

VIII-3 Investment incomeExcluded from tax $494,815$494,815

VIII-7 Net gain or loss on sales of assetsExcluded from tax $252,282$252,282

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $747,097$8,168,589

Part IX · Statement of functional expenses $37,112,280 across 5 lines filed

IX-1 Grants to domestic organizationsPrograms $36,924,085$36,924,085

IX-11f Investment management feesManagement $2,204$2,204

IX-11g Other fees for servicesPrograms $135,766$135,766

IX-24 Other expenses (24a–d)Management $50,000$50,000

IX-24e All other expensesPrograms $225$225

IX-25 Total functional expensesPrograms $37,060,076 · Management $52,204 · Fundraising $0$37,112,280

Part X · Balance sheet $39,191,926 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $7,789$5,088,294

X-11 Publicly traded securitiesStart of year $48,957,878$30,366,695

X-12 Other securitiesStart of year $957,587$3,736,937

X-16 Total assetsStart of year $49,923,254$39,191,926

X-17 Accounts payable and accrued expensesStart of year $12,176$8,688

X-18 Grants payableStart of year $4,919,470$1,588,768

X-26 Total liabilitiesStart of year $4,931,646$1,597,456

X-27 Net assets without donor restrictionsStart of year $44,991,608$37,594,470

X-32 Total net assets or fund balancesStart of year $44,991,608$37,594,470

X-33 Total liabilities and net assetsStart of year $49,923,254$39,191,926

Part XI · Reconciliation of net assets $37,594,470 net assets at year end

XI-1 Total revenue$8,168,589

XI-2 Total expenses$37,112,280

XI-3 Revenue less expenses−$28,943,691

XI-4 Net assets at start of year$44,991,608

XI-5 Net unrealized gains (losses) on investments$21,546,553

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$37,594,470

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Dagmar Dolby Fund FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Dagmar Dolby Fund

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV

Dagmar Dolby Fund FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Dagmar Dolby Fund

Funders

Grants

Related Organizations

By the numbers

Filing history

Schedules filed Part IV