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TINKER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TINKER FAMILY FOUNDATION (EIN 47-3320544)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-20
IRS object ID
202242939349101004
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-20T15:54:00-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473320544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tinker Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTINKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Persondouglas tinkerPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-10-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstdouglasPersonFirstNm
Person LasttinkerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$871,742FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$120,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$175InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$175InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,476DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,476DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,741NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,741GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,741CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$136,392TotalRevAndExpnssAmt
Total Net Invst Incm$16,392TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,923OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,923OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$160TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,718OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,693OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,801TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,948TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,693TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,801TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,948TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,693TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$90,591ExcessRevenueOverExpensesAmt
Net Investment Income$12,444NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$237,929SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$245,732SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$245,732SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$433,484CorporateStockBOYAmt
Corporate Stock EOY$516,272CorporateStockEOYAmt
Corporate Stock EOYFMV$626,010CorporateStockEOYFMVAmt
Total Assets BOY$671,413TotalAssetsBOYAmt
Total Assets EOY$762,004TotalAssetsEOYAmt
Total Assets EOYFMV$871,742TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$671,413RetainedEarningBOYAmt
Retained Earning EOY$762,004RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$671,413TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$762,004TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$671,413TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$762,004TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$671,413TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$90,591ExcessRevenueOverExpensesAmt
Subtotal$762,004SubtotalAmt
Tot Net Ast Or Fund Balances EOY$762,004TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$2,741GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$2,741GainOrLossAmt
Gains Minus Excess Or Losses$2,741GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,741CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$173InvestmentIncomeExciseTaxAmt
Subtotal$173SubtotalAmt
Tax Based On Investment Income$173TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$206TotalPaymentsAndCreditsAmt
Overpayment$33OverpaymentAmt
Applied To ES Tax$33AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Douglas E Tinker
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Treas1.0$0$0$0
Jeffrey P Tinker
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Sec1.0$0$0$0
Ryan W Tinker
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$593,924AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$179,499AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$773,423TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$773,423AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,601CashDeemedCharitableAmt
Net Vl Noncharitable Assets$761,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,091MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,091MinimumInvestmentReturnAmt
Tax Based On Investment Income$173TaxBasedOnInvestmentIncomeAmt
Total Tax$173TotalTaxAmt
Distributable Before Adj$37,918DistributableBeforeAdjAmt
Distributable Before Ded$37,918DistributableBeforeDedAmt
Distributable As Adjusted$37,918DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,693ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$41,693QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,918DistributableAsAdjustedAmt
Undistributed Income PY$1,829UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Qualifying Distributions$41,693QualifyingDistributionsAmt
Applied To Year1$1,829AppliedToYear1Amt
Applied To Current Year$37,918AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,946RemainingDistriFromCorpusAmt
Total Corpus$1,946TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,946ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,946ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDouglas E TinkerContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSISTANCE LEAGUE OF DIABLO VALLEY
2711 BUENA VISTA AVEWALNUT CREEKCA94597N/APCGeneral & Unrestricted$10,000
MARTIS CAMP COMMUNITY FOUNDATION
12000 LODGETRAIL DRTRUCKEECA96161N/APCGeneral & Unrestricted$5,000
PANCREATIC CANCER ACTION NETWORK INC
1500 ROSECRANS AVE STE 200MANHATTAN BCHCA90266N/APCGeneral & Unrestricted$5,000
SAVE MOUNT DIABLO
1901 OLYMPIC BLVD STE 320WALNUT CREEKCA94596N/APCGeneral & Unrestricted$5,000
THE PARASOL TAHOE COMMUNITY FOUNDATION INC
948 INCLINE WAYINCLINE VLGNV89451N/APCGeneral & Unrestricted$5,000
YEAR UP INC
45 MILK ST 9TH FLBOSTONMA02109N/APCGeneral & Unrestricted$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$175ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,476ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,741ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,392ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,392TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWilliam K Bowes Jr FoundationContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET STE 300AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$120,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALERIAN MLP ETF$10,577$6,548
CHIRON CAPITAL ALLOCATION FUND$48,912$65,124
GUGGENHEIM MACRO OPPORTUNITIES$68,198$69,815
GUGGENHEIM TOTAL RETURN BOND F$56,944$60,210
ISHARES EDGE MSCI MIN VOL GLOB$39,098$56,630
ISHARES MSCI EMERGING MARKETS$31,786$34,551
ISHARES MSCI-JAPAN$21,192$28,056
LYRICAL U.S. VALUE EQUITY FUND$75,109$84,917
PIMCO 1 TO 5 YEAR US TIPS INDE$17,796$19,037
SPDR CITI INTL GOV INFL-PROT B$16,496$16,681
VANGUARD FTSE DEVELOPED MARKET$37,535$42,635
VANGUARD TOTAL STOCK MARKET ET$21,425$47,805
VANGUARD VALUE ETF$48,891$65,464
WISDOMTREE EUROPE SMALLCAP DIV$22,313$28,537

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$6,668$6,668
Bank Charges$25$25
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,923Amt
Net Investment Income$3,923NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2020CategoryTxt
Amt$160Amt

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