THE MALEY-THAWLEY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MALEY-THAWLEY FAMILY FOUNDATION (EIN 68-0442684)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-28
- IRS object ID
- 202121799349100522
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-28T16:30:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941481988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 TRINITY PARKWAYSTE 310 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680442684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MALEY-THAWLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALE | BusinessNameControlTxt |
| Phone | 2093697434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1858 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952581858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD THAWLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2093697434 | PhoneNum |
| Signature | 2021-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | THAWLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL E PHELPS | PreparerPersonNm |
| PTIN | P00045985 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Preparation | 2021-06-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $106,593 | 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 | $3,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $592 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $926,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,334 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,066,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,549 | 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 |
| Legal Fees Rev And Expnss | $760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $760 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,826 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,869 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $165 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,794 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,405,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,405,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,426,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,409,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,359,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,697 | CashBOYAmt |
| Cash EOY | $3,767 | CashEOYAmt |
| Cash EOYFMV | $3,767 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,504,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,649 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $2,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $2,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $2,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,000 | PledgesRcvblEOYFMVAmt |
| Other Investments BOY | $936,270 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,177 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,445,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,445,372 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $85,661 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,445,372 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,445,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,445,372 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,359,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $85,661 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (128 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST ETF:SLV | P | 2014-10-31 | 2020-02-24 | $18 | $16 | $2 | $2 |
| ISHARES SILVER TRUST ETF:SLV | P | 2014-10-31 | 2020-02-24 | $386 | $310 | $76 | $76 |
| ISHARES SILVER TRUST ETF:SLV | P | 2014-10-31 | 2020-05-28 | $1,860 | $1,783 | $77 | $77 |
| ISHARES SILVER TRUST ETF:SLV | P | 2014-10-31 | 2020-07-31 | $1,350 | $930 | $420 | $420 |
| ISHARES SILVER TRUST ETF:SLV | P | 2014-10-31 | 2020-07-31 | $1,687 | $1,163 | $524 | $524 |
| ISHARES SILVER TRUST ETF:SLV | P | 2014-10-31 | 2020-10-26 | $521 | $357 | $164 | $164 |
| ISHARES SILVER TRUST ETF:SLV | P | 2014-11-25 | 2020-10-26 | $2,107 | $1,498 | $609 | $609 |
| PIMCO 15+ YEAR U.S. TIPSINDEX EXCHA:LTPZ | P | 2014-11-25 | 2020-10-26 | $1,643 | $1,254 | $389 | $389 |
| PIMCO 15+ YEAR U.S. TIPSINDEX EXCHA:LTPZ | P | 2018-04-26 | 2020-10-26 | $1,903 | $1,454 | $449 | $449 |
| PIMCO 15+ YEAR US TIPS INDEX ETF: L TPZ | P | 2014-10-31 | 2020-03-20 | $5,343 | $4,889 | $454 | $454 |
| PIMCO 15+ YEAR US TIPS INDEX ETF: L TPZ | P | 2014-10-31 | 2020-05-28 | $3,687 | $2,933 | $754 | $754 |
| PIMCO 15+ YEAR US TIPS INDEX ETF: L TPZ | P | 2014-10-31 | 2020-07-31 | $1,419 | $1,043 | $376 | $376 |
| PIMCO 15+ YEAR US TIPS INDEX ETF: L TPZ | P | 2014-11-25 | 2020-07-31 | $3,016 | $2,245 | $771 | $771 |
| SCHWAB US TIPS ETF: SCHP | P | 2014-10-31 | 2020-02-24 | $874 | $819 | $55 | $55 |
| SCHWAB US TIPS ETF: SCHP | P | 2014-10-31 | 2020-03-20 | $4,415 | $4,369 | $46 | $46 |
| SCHWAB US TIPS ETF: SCHP | P | 2014-10-31 | 2020-07-31 | $4,843 | $4,314 | $529 | $529 |
| SCHWAB US TIPS ETF: SCHP | P | 2014-11-25 | 2020-07-31 | $2,514 | $2,242 | $272 | $272 |
| SCHWAB US TIPS ETF: SCHP | P | 2014-11-25 | 2020-10-26 | $6,322 | $5,634 | $688 | $688 |
| SCHWAB US TIPS ETF: SCHP | P | 2018-04-26 | 2020-10-26 | $184 | $163 | $21 | $21 |
| SCHWAB US TIPS ETF: SCHP | P | 2014-10-31 | 2020-03-20 | $5,519 | $5,461 | $58 | $58 |
| SCHWAB US TIPS ETF: SCHP | P | 2014-10-31 | 2020-05-28 | $5,931 | $5,461 | $470 | $470 |
| SGI US LARGE CAP EQUITY I: SILVX | P | 2014-10-31 | 2020-03-20 | $85,505 | $88,016 | -$2,511 | -$2,511 |
| SGI US LARGE CAP EQUITY I: SILVX | P | 2014-10-14 | 2020-05-28 | $59,460 | $49,459 | $10,001 | $10,001 |
| SGI US LARGE CAP EQUITY I: SILVX | P | 2014-10-14 | 2020-07-31 | $73,830 | $56,808 | $17,022 | $17,022 |
| SGI US LARGE CAP EQUITY I: SILVX | P | 2014-10-14 | 2020-10-26 | $70,300 | $52,876 | $17,424 | $17,424 |
| SPDR FTSE INTERN GOVT INFL PROTC ETF: WIP | P | 2014-10-31 | 2020-03-20 | $4,591 | $5,698 | -$1,107 | -$1,107 |
| SPDR FTSE INTERN GOVT INFL PROTC ETF: WIP | P | 2014-10-31 | 2020-03-20 | $5,050 | $6,268 | -$1,218 | -$1,218 |
| SPDR FTSE INTERN GOVT INFL PROTC ETF: WIP | P | 2014-10-31 | 2020-05-28 | $5,889 | $6,552 | -$663 | -$663 |
| SPDR FTSE INTERN GOVT INFL PROTC ETF: WIP | P | 2014-10-31 | 2020-07-31 | $4,121 | $4,216 | -$95 | -$95 |
| SPDR FTSE INTERN GOVT INFL PROTC ETF: WIP | P | 2014-11-25 | 2020-07-31 | $3,119 | $3,195 | -$76 | -$76 |
| SPDR FTSE INTERN GOVT INFL PROTC ETF: WIP | P | 2014-11-25 | 2020-10-26 | $5,381 | $5,591 | -$210 | -$210 |
| SPDR FTSE INTERN GOVT INFL PROTC ETF: WIP | P | 2018-04-26 | 2020-10-26 | $988 | $999 | -$11 | -$11 |
| SPDR GOLD SHARES ETF EC: GLD | P | 2014-10-31 | 2020-07-31 | $2,779 | $1,692 | $1,087 | $1,087 |
| SPDR GOLD SHARES ETF EC: GLD | P | 2014-10-31 | 2020-10-26 | $894 | $564 | $330 | $330 |
| SPDR GOLD SHARES ETF EC: GLD | P | 2014-11-25 | 2020-10-26 | $1,608 | $1,049 | $559 | $559 |
| SPDR GOLD SHARES ETF IV: GLD | P | 2014-10-31 | 2020-05-28 | $1,613 | $1,128 | $485 | $485 |
| SPDR GOLD SHARES ETF: GLD | P | 2014-10-31 | 2020-02-24 | $1,415 | $1,015 | $400 | $400 |
| VAG ITM-TERM CORPORA TE BOND ETF: VCIT | P | 2014-10-31 | 2020-03-20 | $11,813 | $12,545 | -$732 | -$732 |
| VAG ITM-TERM TREASURY ETF: VGIT | P | 2014-10-31 | 2020-03-20 | $2,494 | $2,317 | $177 | $177 |
| VAG ITM-TERM TREASURY ETF: VGIT | P | 2014-10-31 | 2020-03-20 | $14,131 | $13,126 | $1,005 | $1,005 |
| VAG LONG-TERM CORPORA TE BOND ETF:VCLT | P | 2014-10-31 | 2020-03-20 | $5,018 | $5,479 | -$461 | -$461 |
| VAG LONG-TERM TREASURY ETF: VGLT | P | 2014-10-31 | 2020-02-24 | $922 | $742 | $180 | $180 |
| VAG LONG-TERM TREASURY ETF: VGLT | P | 2014-10-31 | 2020-02-24 | $4,729 | $3,709 | $1,020 | $1,020 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-10-31 | 2020-05-28 | $3,811 | $3,988 | -$177 | -$177 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-10-31 | 2020-07-31 | $1,528 | $1,515 | $13 | $13 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-10-31 | 2020-07-31 | $2,251 | $2,233 | $18 | $18 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-10-31 | 2020-07-31 | $4,020 | $3,988 | $32 | $32 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-11-25 | 2020-07-31 | $3,860 | $3,804 | $56 | $56 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-11-25 | 2020-10-26 | $79 | $79 | $0 | $0 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-11-25 | 2020-10-26 | $79 | $79 | $0 | $0 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-11-25 | 2020-10-26 | $1,023 | $1,030 | -$7 | -$7 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-11-25 | 2020-10-26 | $1,101 | $1,109 | -$8 | -$8 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-11-25 | 2020-10-26 | $1,731 | $1,743 | -$12 | -$12 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-11-25 | 2020-10-26 | $2,911 | $2,932 | -$21 | -$21 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-11-25 | 2020-10-26 | $2,989 | $3,011 | -$22 | -$22 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2018-04-26 | 2020-10-26 | $157 | $154 | $3 | $3 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-10-31 | 2020-05-28 | $5,716 | $5,982 | -$266 | -$266 |
| VANGUARD EMERGING MKTS GOV BOND EFT: VWOB | P | 2014-10-31 | 2020-03-20 | $1,691 | $1,994 | -$303 | -$303 |
| VANGUARD EMERGING MKTS GOV BOND EFT: VWOB | P | 2014-10-31 | 2020-03-20 | $6,765 | $7,976 | -$1,211 | -$1,211 |
| VANGUARD EMERGING MKTS GOV BOND EFT: VWOB | P | 2014-10-31 | 2020-03-20 | $6,765 | $7,976 | -$1,211 | -$1,211 |
| VANGUARD GLBAL EX US REAL EST ETF IV: VNQI | P | 2014-10-31 | 2020-05-28 | $3,462 | $4,326 | -$864 | -$864 |
| VANGUARD GLBAL EX US REAL EST ETF IV: VNQI | P | 2014-11-25 | 2020-05-28 | $2,369 | $2,945 | -$576 | -$576 |
| VANGUARD GLBAL EX US REAL ESTATE EFT: VNQI | P | 2014-10-31 | 2020-03-20 | $2,295 | $3,415 | -$1,120 | -$1,120 |
| VANGUARD INTERMEDIATE TERM CO ETF IV: VCIT | P | 2014-10-31 | 2020-05-28 | $7,440 | $6,922 | $518 | $518 |
| VANGUARD INTERMEDIATE TERM CO ETF IV: VCIT | P | 2014-10-31 | 2020-07-31 | $4,745 | $4,239 | $506 | $506 |
| VANGUARD INTERMEDIATE TERM CO ETF IV: VCIT | P | 2014-11-25 | 2020-07-31 | $4,938 | $4,423 | $515 | $515 |
| VANGUARD INTERMEDIATE TERM CO ETF IV: VCIT | P | 2014-11-25 | 2020-10-26 | $671 | $607 | $64 | $64 |
| VANGUARD INTERMEDIATE TERM CO ETF IV: VCIT | P | 2014-11-25 | 2020-10-26 | $4,699 | $4,250 | $449 | $449 |
| VANGUARD INTERMEDIATE TERM CO ETF IV: VCIT | P | 2018-04-26 | 2020-10-26 | $2,302 | $2,008 | $294 | $294 |
| VANGUARD INTRMDIAT TRM TRSRY ETF IV: VGIT | P | 2014-10-31 | 2020-05-28 | $9,507 | $8,688 | $819 | $819 |
| VANGUARD INTRMDIAT TRM TRSRY ETF:VGIT | P | 2014-10-31 | 2020-07-31 | $6,729 | $6,114 | $615 | $615 |
| VANGUARD INTRMDIAT TRM TRSRY ETF:VGIT | P | 2014-11-25 | 2020-07-31 | $4,250 | $3,878 | $372 | $372 |
| VANGUARD INTRMDIAT TRM TRSRY ETF:VGIT | P | 2014-11-25 | 2020-10-26 | $8,485 | $7,820 | $665 | $665 |
| VANGUARD INTRMDIAT TRM TRSRY ETF:VGIT | P | 2018-04-26 | 2020-10-26 | $982 | $872 | $110 | $110 |
| VANGUARD LONG TERM COR BD ETF IV: VCLT | P | 2014-10-31 | 2020-05-28 | $3,599 | $3,196 | $403 | $403 |
| VANGUARD LONG TERM COR BD ETF IV: VCLT | P | 2014-10-31 | 2020-07-31 | $3,026 | $2,465 | $561 | $561 |
| VANGUARD LONG TERM COR BD ETF IV: VCLT | P | 2014-11-25 | 2020-07-31 | $1,457 | $1,188 | $269 | $269 |
| VANGUARD LONG TERM COR BD ETF IV: VCLT | P | 2014-11-25 | 2020-10-26 | $3,737 | $3,199 | $538 | $538 |
| VANGUARD LONG TERM COR BD ETF IV: VCLT | P | 2018-04-26 | 2020-10-26 | $320 | $267 | $53 | $53 |
| VANGUARD LONG TERM TREASURY ETF IV: VGLT | P | 2014-10-31 | 2020-05-28 | $1,287 | $964 | $323 | $323 |
| VANGUARD LONG TERM TREASURY ETF IV: VGLT | P | 2014-10-31 | 2020-05-28 | $2,179 | $1,632 | $547 | $547 |
| VANGUARD LONG TERM TREASURY ETF: VGLT | P | 2014-10-31 | 2020-07-31 | $4,175 | $2,967 | $1,208 | $1,208 |
| VANGUARD LONG TERM TREASURY ETF: VGLT | P | 2014-10-31 | 2020-10-26 | $195 | $148 | $47 | $47 |
| VANGUARD LONG TERM TREASURY ETF: VGLT | P | 2014-11-25 | 2020-10-26 | $3,411 | $2,641 | $770 | $770 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2014-10-31 | 2020-03-20 | $10,409 | $10,590 | -$181 | -$181 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2014-10-31 | 2020-03-20 | $15,093 | $15,355 | -$262 | -$262 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2014-10-31 | 2020-05-28 | $3,982 | $3,865 | $117 | $117 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2014-11-25 | 2020-05-28 | $4,745 | $4,635 | $110 | $110 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2014-11-25 | 2020-05-28 | $5,454 | $5,327 | $127 | $127 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2014-11-25 | 2020-07-31 | $707 | $693 | $14 | $14 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2014-11-25 | 2020-07-31 | $2,339 | $2,291 | $48 | $48 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2018-04-26 | 2020-07-31 | $13,542 | $12,736 | $806 | $806 |
| VANGUARD MORTGAGE BACKEDSEC ETF: VMBS | P | 2018-04-26 | 2020-10-26 | $14,615 | $13,810 | $805 | $805 |
| VANGUARD REAL ESTATE ETF:VNQ | P | 2014-10-31 | 2020-03-20 | $3,235 | $3,700 | -$465 | -$465 |
| VANGUARD REAL ESTATE ETF:VNQ | P | 2014-10-31 | 2020-05-28 | $1,563 | $1,480 | $83 | $83 |
| VANGUARD REAL ESTATE ETF:VNQ | P | 2014-10-31 | 2020-05-28 | $2,189 | $2,072 | $117 | $117 |
| VANGUARD REAL ESTATE ETF:VNQ | P | 2014-11-25 | 2020-05-28 | $2,892 | $2,780 | $112 | $112 |
| VANGUARD REAL ESTATE ETF:VNQ | P | 2018-04-26 | 2020-05-28 | $1,563 | $1,485 | $78 | $78 |
| VANGUARD SHORT INFLATIONPROT ETF IV: VTIP | P | 2014-10-31 | 2020-05-28 | $19,930 | $19,772 | $158 | $158 |
| VANGUARD SHORT TERM COR BO ETF IV:VCSH | P | 2014-10-31 | 2020-05-28 | $15,973 | $15,628 | $345 | $345 |
| VANGUARD SHORT TERM COR BO ETF IV:VCSH | P | 2014-10-31 | 2020-07-31 | $9,470 | $9,136 | $334 | $334 |
| VANGUARD SHORT TERM COR BO ETF IV:VCSH | P | 2014-11-25 | 2020-07-31 | $9,221 | $8,896 | $325 | $325 |
| VANGUARD SHORT TERM COR BO ETF IV:VCSH | P | 2014-11-25 | 2020-07-31 | $12,682 | $12,262 | $420 | $420 |
| VANGUARD SHORT TERM COR BO ETF IV:VCSH | P | 2018-04-26 | 2020-10-26 | $4,062 | $3,829 | $233 | $233 |
| VANGUARD SHORT TERM COR BO ETF: VCSH | P | 2014-10-31 | 2020-02-24 | $818 | $801 | $17 | $17 |
| VANGUARD SHORT TERM COR BO ETF: VCSH | P | 2014-10-31 | 2020-03-20 | $26,724 | $28,851 | -$2,127 | -$2,127 |
| VANGUARD SHORT TERM TREASURY ETF IV: VGSH | P | 2014-10-31 | 2020-05-28 | $15,556 | $15,263 | $293 | $293 |
| VANGUARD SHORT TERM TREASURY ETF:VGSH | P | 2014-10-31 | 2020-02-24 | $612 | $611 | $1 | $1 |
| VANGUARD SHORT TERM TREASURY ETF:VGSH | P | 2014-10-31 | 2020-03-20 | $3,417 | $3,358 | $59 | $59 |
| VANGUARD SHORT TERM TREASURY ETF:VGSH | P | 2014-10-31 | 2020-03-20 | $22,679 | $22,284 | $395 | $395 |
| VANGUARD SHORT TERM TREASURY ETF:VGSH | P | 2014-10-31 | 2020-07-31 | $5,537 | $5,434 | $103 | $103 |
| VANGUARD SHORT TERM TREASURY ETF:VGSH | P | 2014-11-25 | 2020-07-31 | $9,705 | $9,531 | $174 | $174 |
| VANGUARD SHORT TERM TREASURY ETF:VGSH | P | 2014-11-25 | 2020-10-26 | $13,525 | $13,320 | $205 | $205 |
| VANGUARD SHRT INF PROT SEC INDEX ETF: VTIP | P | 2014-10-31 | 2020-07-31 | $14,803 | $14,483 | $320 | $320 |
| VANGUARD SHRT INF PROT SEC INDEX ETF: VTIP | P | 2014-11-25 | 2020-07-31 | $6,416 | $6,276 | $140 | $140 |
| VANGUARD SHRT INF PROT SEC INDEX ETF: VTIP | P | 2014-11-25 | 2020-10-26 | $3,706 | $3,608 | $98 | $98 |
| VANGUARD SHRT INF PROT SEC INDEX ETF: VTIP | P | 2014-11-25 | 2020-10-26 | $4,316 | $4,201 | $115 | $115 |
| VANGUARD SHRT INF PROT SEC INDEX ETF: VTIP | P | 2014-11-25 | 2020-10-26 | $5,077 | $4,942 | $135 | $135 |
| VANGUARD SHRT INF PROT SEC INDEX ETF: VTIP | P | 2014-11-25 | 2020-10-26 | $5,940 | $5,782 | $158 | $158 |
| VANGUARD ST INFLATION PROT ETF: VTIP | P | 2014-10-31 | 2020-03-20 | $9,620 | $9,886 | -$266 | -$266 |
| VANGUARD ST INFLATION PROT ETF: VTIP | P | 2014-10-31 | 2020-03-20 | $9,620 | $9,886 | -$266 | -$266 |
| VANGUARD ST INFLATION PROT ETF: VTIP | P | 2014-10-31 | 2020-03-20 | $14,431 | $14,829 | -$398 | -$398 |
| VANGUARD TOTAL INTERNATIONAL BOND ET: BNDX | P | 2014-10-31 | 2020-03-20 | $16,804 | $15,718 | $1,086 | $1,086 |
| VANGUARD TOTAL INTERNATLBND ETF IV:BNDX | P | 2014-10-31 | 2020-07-31 | $9,178 | $8,383 | $795 | $795 |
| VANGUARD TOTAL INTERNATLBND ETF IV:BNDX | P | 2014-10-31 | 2020-07-31 | $9,608 | $8,645 | $963 | $963 |
| VANGUARD TOTAL INTERNATLBND ETF IV:BNDX | P | 2014-11-25 | 2020-07-31 | $1,165 | $1,055 | $110 | $110 |
| VANGUARD TOTAL INTERNATLBND ETF IV:BNDX | P | 2014-11-25 | 2020-10-26 | $9,446 | $8,543 | $903 | $903 |
| CAPITAL GAINS DIVIDENDS | P | $217 | $217 | $217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | 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 | $640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $60 | TaxDueAmt |
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 | CA | 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 | RICHARD THAWLEY | IndividualWithBooksNm |
| Phone | 2093697434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2688 W WOODBRIDGE ROAD | AddressLine1Txt |
| City | LODI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95242 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD THAWLEY | ||||||||
| PO BOX 1788 | PEBBLE BEACH | CA | 939531788 | PRESIDENT, DIRECTOR | 2.00 | $0 | $0 | $0 |
| CYNTHIA THAWLEY | ||||||||
| PO BOX 1788 | PEBBLE BEACH | CA | 939531788 | V.P., SEC-TREAS, DIRECTOR | 2.00 | $0 | $0 | $0 |
| ALISHA A THOMPSON | ||||||||
| PO BOX 1788 | PEBBLE BEACH | CA | 939531788 | DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $499,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $687,778 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $687,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $677,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $700 | TotalTaxAmt |
| Distributable Before Adj | $33,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,409,527 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,409,527 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,409,527 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,069,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,477 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,408,899 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,403,941 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,327,196 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,215,591 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,409,527 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,376,354 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,591,945 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,069,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,522,867 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,477 | ExcessFromYear4Amt |
| Excess From Year3 | $2,408,899 | ExcessFromYear3Amt |
| Excess From Year2 | $1,403,941 | ExcessFromYear2Amt |
| Excess From Year1 | $1,327,196 | ExcessFromYear1Amt |
| Excess From Current Year | $5,376,354 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD THAWLEY | ContributingManagerNm |
| Contributing Manager | CYNTHIA THAWLEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD THAWLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1788 | AddressLine1Txt |
| City | PEBBLE BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 939531788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2093697434 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE REQUIRED TO SUBMIT A COMPLETE DESCRIPTION OF WHY THEY ARE IN NEED OF ASSISTANCE AND A SPECIFIC DESCRIPTION OF THE USE FOR WHICH THE GRANT WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE, EXCEPT FOR SCHOLARSHIPS WHICH ARE DUE MARCH 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNDISCLOSED DUE TO FERPA REGULATION | |||||||
| PO BOX 1858 | WOODBRIDGE | CA | 95258 | NONE | I | SCHOLARSHIP RECIPIENTS | $11,733 |
| THAWLEY FAMILY SUNLIGHT FOUNDATION | |||||||
| PO BOX 1858 | WOODBRIDGE | CA | 952581858 | N/A | POF | GENERAL DONATION | $4,489,000 |
| THAWLEY FAMILY SUNLIGHT FOUNDATION | |||||||
| PO BOX 1858 | WOODBRIDGE | CA | 952581858 | N/A | POF | GENERAL DONATION | $250,000 |
| THAWLEY FAMILY SUNLIGHT FOUNDATION | |||||||
| PO BOX 1858 | WOODBRIDGE | CA | 952581858 | N/A | POF | GENERAL DONATION | $200,000 |
| THAWLEY FAMILY SUNLIGHT FOUNDATION | |||||||
| PO BOX 1858 | WOODBRIDGE | CA | 952581858 | N/A | POF | GENERAL DONATION | $250,000 |
| THAWLEY FAMILY SUNLIGHT FOUNDATION | |||||||
| PO BOX 1858 | WOODBRIDGE | CA | 952581858 | N/A | POF | GENERAL DONATION | $200,000 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | N/A | NC | SPARTAN GOLF FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,405,733 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $592 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $60,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,549 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,549 | 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 | RICHARD AND CYNTHIA THAWLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1788 | AddressLine1Txt |
| City | PEBBLE BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 939531788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,695 | Amt |
| Net Investment Income | $5,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,869 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB - 8305-4888 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $70,245 | BookValueAmt |
| EOYFMV | $91,177 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $760 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $760 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $0 | $0 | $0 |
| INVESTMENT EXPENSE | $10,200 | $10,200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $155 | $0 | $155 |
| FOREIGN TAXES | $4 | $4 | $0 |
| FEDERAL EXCISE TAX | $578 | $0 | $0 |
| STATE TAXES | $10 | $0 | $10 |
Comments