THUNEN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THUNEN FAMILY FOUNDATION INC (EIN 13-4046890)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202231369349102273
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T10:12:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 3000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134046890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THUNEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GARRET THUNEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THUN | BusinessNameControlTxt |
| Phone | 5105941800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BROOKSIDE AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER THUNEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5105941800 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | THUNEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN TEICHER CPA CFP | PreparerPersonNm |
| PTIN | P00226488 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,393,690 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,271 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $275 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $275 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $60,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,223 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,051 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,051 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,130 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,460 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $332,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $935,913 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $186,688 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $220,150 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $230,676 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $76,182 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,566 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $154,641 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $697,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $694,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,393,690 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $959,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $959,118 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$261,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$264,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $697,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $694,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $697,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $694,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $697,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $694,401 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $694,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FNZ | P | $14,044 | $23,373 | -$9,329 | -$9,329 |
| FNA | D | $94,012 | $37,412 | $56,600 | $56,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,271 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $725 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $725 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $958 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $958 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $233 | OverpaymentAmt |
| Applied To ES Tax | $233 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER THUNEN | IndividualWithBooksNm |
| Phone | 5105941800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BROOKSIDE AVENUE | AddressLine1Txt |
| City | BERKLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARRET THUNEN | ||||||||
| 30 BROOKSIDE AVENUE | BERKLEY | CA | 94705 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| CAROL THUNEN | ||||||||
| 30 BROOKSIDE AVENUE | BERKLEY | CA | 94705 | TREASURER | 0.25 | $0 | $0 | $0 |
| CHRISTOPHER THUNEN | ||||||||
| 30 BROOKSIDE AVENUE | BERKLEY | CA | 94705 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,214,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,304,949 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,304,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,285,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $725 | TotalTaxAmt |
| Distributable Before Adj | $63,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,544 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,083 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,083 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $60,027 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARRET THUNEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY AREA OUTREACH AND RECREATION PROGRAM | |||||||
| 3075 ADELINE STREET SUITE 200 | BERKELEY | CA | 94703 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $1,500 |
| BCA ENDOWMENT FOUNDATION | |||||||
| 1710 OCTAVIA STREET | SAN FRANCISCO | CA | 94109 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| BUDDHIST CHURCH OF OAKLAND | |||||||
| 825 JACKSON STREET | OAKLAND | CA | 94607 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $4,000 |
| CENTER FOR INDEPENDENT LIVING | |||||||
| 3075 ADELINE STREET SUITE 100 | BERKELEY | CA | 94703 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| INTREPID FALLEN HEROS FUND | |||||||
| W 46TH STREET AND 12TH AVENUE | NEW YORK | NY | 10036 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| J-SEI | |||||||
| 1285 66TH | EMERYVILLE | CA | 946081090 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $1,500 |
| KQED TV | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| LIGHT FOR THE WORLD USA INC | |||||||
| 231 WEST 29TH STREET SUITE 906 | NEW YORK | NY | 10001 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $500 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 6800 WHELLER CANYON ROAD | SANTA PAULA | CA | 93060 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| NATIVE HAWAIIAN LEGAL CORPORATION | |||||||
| 1164 BISHOP STREET SUITE 1205 | HONOLULU | HI | 96813 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| REACH WEST FOR SPECIAL ADUTS | |||||||
| 4221 SAN PABLO DAM ROAD | EL SOBRANTE | CA | 94803 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| STUDENTS RISING ABOVE | |||||||
| POBOX 192492 | SAN FRANCISCO | CA | 94129 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| UC BERKELEY FOUNDATION - THE CAL FUND | |||||||
| 1995 UNIVERSTIY AVE | BERKELEY | CA | 947041070 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $3,000 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 200906860 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $1,500 |
| WINGS OF AMERICA | |||||||
| 13701 SKYLINE RD NE | ALBUQUERQUE | NM | 87123 | NONE | 501 (C)(3) | CHARITABLE AND FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,869 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $275 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,740 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,740 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GARRETT THUNEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BROOKSIDE AVENUE | AddressLine1Txt |
| City | BERKLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 20264.290 AMER AIRLINE | $19,887 | $19,706 |
| 25000 AMERN WTR CAP | $24,945 | $26,933 |
| 50000 CITIGROUP INC | $50,000 | $53,634 |
| 25000 EOG RES INC | $25,440 | $27,309 |
| 25000 HYATT HOTELS CORP | $25,016 | $27,032 |
| 25000 MORGAN STANLEY | $25,000 | $24,673 |
| 25000 TYSON FOODS | $24,965 | $26,166 |
| 25000 VERIZON COMMUNICATIONS | $24,897 | $25,223 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 AIR LEASE CORP | $10,033 | $13,269 |
| 250 APTARGROUP INC | $10,111 | $30,620 |
| 225 AUTOTTATIC DATA PROCESSING INC | $9,386 | $55,481 |
| 100 BERKSHIRE HATHAWAY INC- CL B | $19,366 | $29,900 |
| 300 COCA COLA CO | $8,108 | $17,763 |
| 150 COSTCO WHOLESALE CORP | $8,365 | $85,155 |
| 200 ECOLAB INC | $23,441 | $46,918 |
| 170 IDEXX LABORATORIES INC | $39,794 | $111,938 |
| 40 INTUIT INC | $13,077 | $25,729 |
| 150 JOHNSON & JOHNSON | $19,984 | $25,661 |
| 100 LAUDER ESTEE COS INC-A | $13,528 | $37,020 |
| 370 MCCORMICK & CO INC NON-VOTING | $18,151 | $35,746 |
| 80 NETTLER-TOLEDO INTERNATIONAL INC | $20,061 | $135,777 |
| 175 T ROWE PRICE GROUP INC | $10,449 | $34,412 |
| 300 ROLLINS INC | $11,138 | $10,263 |
| 55 ROPER TECHNOLOGIES INC | $21,720 | $27,052 |
| 400 TJX COMFANIES INC | $17,318 | $30,368 |
| 400 VISA INC-CLASS A SHARES | $6,680 | $86,684 |
| 120 WEX INC | $9,814 | $16,847 |
| 325 ZOETIS INC | $20,701 | $79,310 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 100 ACCENTURE PLC IRELAND | AT COST | $16,854 | $41,455 |
| 500 CLARIVATE PLC | AT COST | $14,384 | $11,760 |
| 150 STERIS PLC | AT COST | $22,488 | $36,512 |
| 475 ALCON INC | AT COST | $27,594 | $41,382 |
| 300 ONEX CORP | AT COST | $9,246 | $23,532 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM LITIGATION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $275 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $275 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT AND CUSTODY FEE | CategoryTxt |
| Amt | $10,051 | Amt |
| Net Investment Income | $10,051 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $42 | $42 | $0 |
| NYS FILING FEE | $250 | $0 | $250 |
| FEDERAL TAX | $1,100 | $0 | $0 |