TOMLINSON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TOMLINSON FAMILY FOUNDATION (EIN 45-2428903)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-20
- IRS object ID
- 202222939349100832
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-20T15:54:00-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 452428903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tomlinson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TOML | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEFFAN TOMLINSON | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEFFAN | PersonFirstNm |
| Person Last | TOMLINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $5,412,789 | 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 | $1,000,218 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $82 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,149,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,056,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $183 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,392 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20,392 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,127,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,127,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,148,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,147,741 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,617 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,046,857 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,949,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,337,172 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,117,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,025,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,412,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,117,533 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,025,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,117,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,025,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,117,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,025,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,117,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,066 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,025,467 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,025,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,149,606 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,110,253 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,353 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,353 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,353 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $784 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $784 | SubtotalAmt |
| Tax Based On Investment Income | $784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $704 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $804 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20 | OverpaymentAmt |
| Applied To ES Tax | $20 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Kelli Tomlinson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Steffan Tomlinson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Co- Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,100,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,147,684 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,147,684 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,085,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $784 | TotalTaxAmt |
| Distributable Before Adj | $203,489 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,489 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,489 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,147,741 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,147,741 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,489 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $57,084 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $526,335 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,496 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $322,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,216,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,147,741 | QualifyingDistributionsAmt |
| Applied To Current Year | $203,489 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $944,252 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,160,266 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $57,084 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,103,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $526,335 | ExcessFromYear4Amt |
| Excess From Year3 | $150,679 | ExcessFromYear3Amt |
| Excess From Year2 | $159,496 | ExcessFromYear2Amt |
| Excess From Year1 | $322,420 | ExcessFromYear1Amt |
| Excess From Current Year | $944,252 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kelli Tomlinson | ContributingManagerNm |
| Contributing Manager | Steffan Tomlinson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350 BAY AREA | |||||||
| 1815 ENCINAL AVE | ALAMEDA | CA | 94501 | N/A | PC | General & Unrestricted | $5,000 |
| AGAWAM COUNCIL | |||||||
| 6 FUNDY RD STE 100 | FALMOUTH | ME | 04105 | N/A | PC | General & Unrestricted | $10,000 |
| ART OF YOGA PROJECT | |||||||
| 555 BRYANT ST 232 | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $20,000 |
| BELGRADE REGIONAL CONSERVATION ALLIANCE INC | |||||||
| PO BOX 250 | BELGRADE LKS | ME | 04918 | N/A | PC | Richard McCann Blaisdell Land Challenge | $5,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $91,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | N/A | PC | Annual Fund | $60,000 |
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $20,000 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND RD | NORTH ANDOVER | MA | 01845 | N/A | PC | Appreciation Week FUND | $10,000 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND RD | NORTH ANDOVER | MA | 01845 | N/A | PC | General & Unrestricted | $2,600 |
| CHALLENGE SUCCESS | |||||||
| PO BOX 20053 | STANFORD | CA | 94309 | N/A | PC | Fall Fundraising Campaign | $5,000 |
| CHALLENGE SUCCESS | |||||||
| PO BOX 20053 | STANFORD | CA | 94309 | N/A | PC | Growth Partner | $50,000 |
| CINESTUDIO INC | |||||||
| 300 SUMMITT ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $500 |
| COMMON SENSE MEDIA | |||||||
| 699 8TH ST STE C 150 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $10,000 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | The Bennett Scholars Program | $37,666 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | The GMS Fund | $20,000 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | The Bennett Scholars Program | $5,000 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | Charitable Event | $10,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $15,000 |
| KAMUKAMA FOUNDATION | |||||||
| PO BOX 5929 | AUSTIN | TX | 78763 | N/A | PC | General & Unrestricted | $2,500 |
| KARA | |||||||
| 457 KINGSLEY AVE | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $1,500 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $1,500 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | Music Industry Fund | $10,000 |
| PENINSULA ARTS GUILD | |||||||
| 314 LYTTON AVE STE 200 | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $333,333 |
| PENINSULA BRIDGE PROGRAM | |||||||
| 177 BOVET RD STE 120 | SAN MATEO | CA | 94402 | N/A | PC | General & Unrestricted | $65,000 |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | Charitable Event | $5,000 |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DR STE 201 | TOWSON | MD | 21204 | N/A | PC | The Defensive Line | $10,000 |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH ST 10TH FL | OAKLAND | CA | 94607 | N/A | PC | Rise Up PROGRAM | $500 |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 350 TWIN DOLPHIN DR STE 103 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $10,000 |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY 4TH FL MC 5470 | REDWOOD CITY | CA | 94063 | N/A | PC | research FUND FOR Dr. Peter Santa Maria in the department of Otolaryngology Head and Neck Surgery | $5,000 |
| STORY OF STUFF PROJECT | |||||||
| 1442A WALNUT ST 272 | BERKELEY | CA | 94709 | N/A | PC | General & Unrestricted | $250 |
| THE POSSE FOUNDATION INC | |||||||
| 14 WALL ST STE 8A60 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $10,000 |
| TOUGH WARRIOR PRINCESSES | |||||||
| 80 MONROE ST | AMESBURY | MA | 01913 | N/A | PC | General & Unrestricted | $5,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Mens Basketball Fund | $15,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Womens Soccer Fund | $10,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $15,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Financial Aid for students from the Hartford Community | $200,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Annual Fund | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,127,349 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,470 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | TOMLINSON FAMILY TRUST UA DTD1210 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O S K TOMLINSON 74 BARRY LANE | AddressLine1Txt |
| City | Atherton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,218 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SNOWFLAKE INC SNOW, 2824 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,000,218 | FairMarketValueAmt |
| Received | 2021-12-27 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (124 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $15,548 | $24,873 |
| ACTIVISION BLIZZARD INC | $1,830 | $1,331 |
| ADOBE SYSTEMS, INC | $13,113 | $22,682 |
| ADVANCED MICRO DEVICES INC | $4,093 | $6,476 |
| AGILENT TECHNOLOGIES INC | $8,258 | $11,176 |
| ALNYLAM PHARMACEUTICALS, INC | $1,335 | $1,696 |
| ALPHABET INC CL A | $26,577 | $43,456 |
| ALPHABET INC CL C | $26,614 | $43,404 |
| ALTRA HLDGS INC | $3,691 | $3,507 |
| AMAZON COM | $55,869 | $100,029 |
| AMERICAN EXPRESS CO | $10,681 | $14,724 |
| AMERICAN TOWER REIT INC | $4,438 | $5,850 |
| AMPHENOL CORPORATION | $2,583 | $3,498 |
| ANAPLAN INC | $51,395 | $45,850 |
| ANTHEM INC | $6,327 | $9,271 |
| AON PLC CL A | $4,151 | $6,011 |
| APPLE INC | $136,564 | $177,569 |
| ARISTA NETWORKS | $341,175 | $2,077,474 |
| AUTODESK, INC | $1,838 | $2,812 |
| AUTOZONE INC | $5,924 | $10,482 |
| BANK OF AMERICA CORP | $25,727 | $38,039 |
| BAXTER INTERNATIONAL INC | $12,011 | $12,876 |
| BEST BUY INC | $2,040 | $2,032 |
| BOSTON SCIENTIFIC | $3,895 | $4,673 |
| BROADCOM INC | $14,991 | $29,943 |
| CATERPILLAR INC | $1,772 | $2,067 |
| CHARLES SCHWAB CORP | $12,967 | $20,605 |
| CHARTER COMMUNICATIONS, INC | $5,929 | $5,868 |
| CIGNA CORPORATION | $3,689 | $4,133 |
| CITRIX SYSTEMS INC | $1,323 | $946 |
| CME GROUP, INC | $5,403 | $6,854 |
| CONSTELLATION BRANDS INC | $2,185 | $2,510 |
| COSTCO WHOLESALE CORPORATION | $11,153 | $17,031 |
| CSX CORP | $16,193 | $20,304 |
| CUMMINS INC | $6,691 | $6,544 |
| D R HORTON | $2,111 | $3,254 |
| DANAHER CORP | $13,449 | $19,741 |
| DARDEN RESTAURANTS INC | $1,176 | $1,506 |
| DEERE CO | $2,662 | $3,429 |
| EATON CORP PLC | $12,901 | $19,010 |
| EBAY INC | $4,563 | $5,985 |
| EDWARDS LIFESCIENCES | $10,130 | $15,546 |
| ELANCO ANIMAL HEALTH INCORPORA | $2,048 | $1,901 |
| ELECTRONIC ARTS | $2,824 | $2,638 |
| ESTEE LAUDER COMPANIES INC | $10,597 | $14,808 |
| FIDELITY NATIONAL INFORMATION | $2,833 | $2,183 |
| FISERV INC | $4,575 | $4,152 |
| FREEPORT-MCMORAN COPPER & GOLD | $7,147 | $12,102 |
| GARMIN LTD | $6,012 | $6,809 |
| GLOBAL PAYMENTS INC | $1,454 | $1,081 |
| GRAINGER W W INC | $8,222 | $10,365 |
| GS SHORT DURATION INCOME FUND | $210,774 | $210,511 |
| HCA INC | $1,638 | $2,569 |
| HILTON WORLDWIDE HOLDINGS, INC | $1,412 | $2,028 |
| HOME DEPOT INC | $24,099 | $37,351 |
| HUMANA INC | $4,102 | $4,639 |
| ILLINOIS TOOL WORKS | $16,099 | $19,744 |
| ILLUMINA INC COM | $1,840 | $1,902 |
| INGERSOLL-RAND INC | $1,165 | $1,609 |
| INGEVITY CORPORATION | $296 | $287 |
| INTERCONTINENTAL EXCHANGE, INC | $4,539 | $5,471 |
| INTUIT | $7,621 | $12,864 |
| JP MORGAN CHASE | $32,652 | $41,171 |
| KEURIG DR PEPPER INC | $289 | $369 |
| L3HARRIS TECHNOLOGIES | $2,431 | $2,772 |
| LAMB WESTON HOLDINGS INC | $1,268 | $951 |
| LEIDOS HOLDINGS INC | $19,242 | $17,513 |
| LOWES COMPANIES INC | $11,297 | $18,094 |
| MARRIOTT INTERNATIONAL INC. CL | $4,935 | $6,279 |
| MARSH AND MCLENNAN COMPANIES I | $4,614 | $6,953 |
| MARTIN MARIETTA MATLS INC | $5,544 | $8,810 |
| MASCO CORP | $1,650 | $2,107 |
| MASTERCARD INC | $26,835 | $32,339 |
| MCDONALD'S CORP | $8,565 | $10,723 |
| MERCK & CO INC | $16,069 | $14,178 |
| META PLATFORMS INC | $37,583 | $45,407 |
| MICRON TECHNOLOGY | $7,991 | $13,973 |
| MICROSOFT CORP | $106,372 | $193,383 |
| MONSTER BEVERAGE CORP | $3,639 | $3,842 |
| MOODYS CORP | $1,402 | $1,953 |
| MORGAN STANLEY | $22,407 | $32,393 |
| NASDAQ OMX GROUP | $1,294 | $2,100 |
| NETFLIX INC | $14,671 | $27,110 |
| NEWMONT GOLDCORP CORPORATION | $3,904 | $4,031 |
| NEXTERA ENERGY, INC | $16,608 | $20,539 |
| NIKE INC-CL B | $14,175 | $16,667 |
| NORTHROP GRUMMAN CORP | $12,084 | $15,483 |
| NVIDIA CORP | $14,018 | $70,586 |
| O'REILLY AUTOMOTIVE INC | $6,837 | $10,593 |
| OKTA INC | $45,164 | $87,425 |
| OLD DOMINION FREIGHT LINE | $2,919 | $5,376 |
| ONEOK INC | $1,910 | $2,938 |
| ORGANON & CO | $804 | $548 |
| PARKER HANNIFIN CP | $8,006 | $9,544 |
| PAYPAL HOLDINGS, INC | $3,494 | $2,829 |
| PROLOGIS | $9,853 | $16,836 |
| QORVO INC | $3,300 | $3,128 |
| QUALCOMM INC | $9,621 | $11,887 |
| REPUBLIC SVCS INC | $963 | $1,395 |
| ROPER INDUSTRIES | $4,220 | $4,919 |
| ROSS STORES, INC | $4,893 | $4,571 |
| S&P GLOBAL INC COM | $16,068 | $23,597 |
| SEAGATE TECHNOLOGY HOLDINGS PL | $2,458 | $4,519 |
| SHERWIN-WILLIAMS CO | $7,303 | $10,565 |
| SNOWFLAKE INC | $1,000,217 | $956,629 |
| STANLEY BLACK & DECKER INC | $1,763 | $1,886 |
| STARBUCKS CORP COM | $14,718 | $16,376 |
| STRYKER CORPORATION | $9,646 | $10,697 |
| SVB FINANCIAL GROUP | $3,745 | $6,782 |
| TE CONNECTIVITY LTD | $715 | $968 |
| TEXAS INSTRUMENTS INC | $13,738 | $16,020 |
| THERMO FISHER SCIENTIFIC INC | $9,271 | $13,345 |
| TRANE TECHNOLOGIES PLC | $4,321 | $6,061 |
| UNION PACIFIC | $6,153 | $7,558 |
| UNITED RENTALS INC | $3,398 | $4,984 |
| UNITEDHEALTH GROUP INC | $31,333 | $45,193 |
| VERTEX PHARMCTLS INC | $2,348 | $2,196 |
| VISA INC | $34,302 | $34,674 |
| WAL-MART STORES INC | $40,688 | $47,748 |
| WASTE MANAGEMENT INC | $3,531 | $5,007 |
| WEX, INC | $2,016 | $1,404 |
| XCEL ENERGY INC | $4,578 | $4,739 |
| ZOETIS INC | $13,497 | $21,963 |
| ZSCALER INC | $16,258 | $112,465 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,127,349. This amount represents 25% or more of the Foundation's net assets of $4,128,210 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XiV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $20,367 | $20,367 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $700 | |
| 990-PF Extension for 2020 | $130 | |
| Foreign Tax Paid | $183 | $183 |
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