THE MALEY-THAWLEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MALEY-THAWLEY FAMILY FOUNDATION (EIN 68-0442684)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202011959349102211
- Schema version
- 2019v5.1
- 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 Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T16:13:31-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL E PHELPS | PreparerPersonNm |
| PTIN | P00045985 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Preparation | 2020-07-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.201.67.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-10 | IPDt |
| IP Tm | 13:42:47 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 27A401F1B3661356669164D66C7F2BFACB3D3827 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12BDA79BEAE52BA5914F5330AA738B814FC928FE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,550,765 | 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 | $1,703,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $837 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,118 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,749,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,432 | 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 | $1,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,600 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,130 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,693 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,437 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,787 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,897 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,377,596 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,377,596 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,403,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,387,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $345,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,180 | CashBOYAmt |
| Cash EOY | $2,697 | CashEOYAmt |
| Cash EOYFMV | $2,697 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,015,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,504,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,504,405 | 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 | $1,081,106 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $936,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,041,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,099,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,445,372 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,550,765 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,099,405 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,445,372 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,099,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,445,372 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,099,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,445,372 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,099,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $345,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,445,372 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,445,372 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 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 | 2019-07-05 | $882 | $977 | -$95 | -$95 |
| PIMCO 15+ YEARS US TIPS ETF:LTPZ | P | 2014-10-31 | 2019-07-05 | $2,285 | $2,151 | $134 | $134 |
| SCHWAB US TIPS ETF: SCHP | P | 2014-10-31 | 2019-07-05 | $4,589 | $4,479 | $110 | $110 |
| SGI US LAGRGE CAP EQUITY EQUITY I:SILVX | P | 2014-10-31 | 2019-07-05 | $69,833 | $55,103 | $14,730 | $14,730 |
| SPDR FTSE INTERN GOVT INFL PROTC ETF:WIP | P | 2014-10-31 | 2019-07-05 | $4,956 | $5,172 | -$216 | -$216 |
| SPDR GOLD SHARES ETF:GLD | P | 2014-10-31 | 2019-07-05 | $1,317 | $1,128 | $189 | $189 |
| VANGUARD EMERGING MKT GOV BND ETF IV: VWOB | P | 2014-10-31 | 2019-07-05 | $8,050 | $7,976 | $74 | $74 |
| VANGUARD GLBL EX US REAL EST ETF IV: VCIT | P | 2014-10-31 | 2019-07-05 | $1,799 | $1,707 | $92 | $92 |
| VANGUARD INTERMEDIATE TERM COR ETF: VCIT | P | 2014-10-31 | 2019-07-05 | $5,808 | $5,624 | $184 | $184 |
| VANGUARD INTRMDIAT TRM TRSRY ETF IV: VGIT | P | 2014-10-31 | 2019-07-05 | $6,888 | $6,756 | $132 | $132 |
| VANGUARD LONG TERM TREASURE ETF IV: VGLT | P | 2014-10-31 | 2019-07-05 | $2,191 | $2,003 | $188 | $188 |
| VANGUARD MORTGAGE BACKEDSEC ETF IV: VMBS | P | 2014-10-31 | 2019-07-05 | $11,080 | $11,119 | -$39 | -$39 |
| VANGUARD REAL EASTATE ETF: VNQ | P | 2014-10-31 | 2019-07-05 | $1,965 | $1,645 | $320 | $320 |
| VANGUARD SHORT INFLATIONPROT ETF IV: VTIP | P | 2014-10-31 | 2019-07-05 | $14,765 | $14,827 | -$62 | -$62 |
| VANGUARD SHORT TERM TREASURY ETF: VGSH | P | 2014-10-31 | 2019-07-05 | $10,922 | $10,989 | -$67 | -$67 |
| VANGUARD TOTAL INTERNATION BND ETF: BNDX | P | 2014-10-31 | 2019-07-05 | $7,305 | $6,654 | $651 | $651 |
| VGRD STC ETF DV: VCLT | P | 2014-10-31 | 2019-07-05 | $2,901 | $2,739 | $162 | $162 |
| VGRD STC ETF DV: VCSH | P | 2014-10-31 | 2019-07-05 | $12,456 | $12,423 | $33 | $33 |
| CAPITAL GAINS DIVIDENDS | P | $4,598 | $4,598 | $4,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,118 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62 | OverpaymentAmt |
| Applied To ES Tax | $62 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | $1,097,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,236,855 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,236,855 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,218,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $618 | TotalTaxAmt |
| Distributable Before Adj | $60,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,387,493 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,387,493 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,387,493 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,644 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,069,078 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,477 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,408,899 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,403,941 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,929,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,387,493 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,327,196 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,256,235 | 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 | $40,644 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,215,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,069,078 | ExcessFromYear4Amt |
| Excess From Year3 | $6,477 | ExcessFromYear3Amt |
| Excess From Year2 | $2,408,899 | ExcessFromYear2Amt |
| Excess From Year1 | $1,403,941 | ExcessFromYear1Amt |
| Excess From Current Year | $1,327,196 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | SPARTAN FOOTBALL PROGRAM | $100,000 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | GOLF COMPLEX GENERAL FUND | $1,000,000 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | GOLF COMPLEX GENERAL FUND | $31,275 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | BEACH VOLLEYBALL FACILITY PROJECT | $68,725 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | GOLF COMPLEX GENERAL FUND | $60,000 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | BEACH VOLLEYBALL PROJECT | $60,000 |
| YOUTH ON COURSE | |||||||
| 3200 LOPEZ ROAD | PEBBLE BEACH | CA | 93953 | NONE | NONPROFIT ORGANIZATI | 2019 100 HOLE HIKE | $25,000 |
| YOUTH ON COURSE | |||||||
| 3200 LOPEZ ROAD | PEBBLE BEACH | CA | 93953 | NONE | NONPROFIT ORGANIZATI | GENERAL DONATION | $10,000 |
| NEXT DOOR SOLUTIONS | |||||||
| 234 E GISH ROAD SUITE 200 | SAN JOSE | CA | 95112 | NONE | NONPROFIT ORGANIZATI | WINTER OPEN HOUSE PROJECT | $15,000 |
| UNDISCLOSED DUE TO FERPA REGULATIONS | |||||||
| PO BOX 1858 | WOODBRIDGE | CA | 95258 | NONE | COLLEGE STUDENTS | SCHOLARSHIP RECIEPIENTS | $7,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,377,596 | 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 | $837 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $21,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,432 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 1 | PO BOX 1788 | PEBBLE BEACH | CA | 939531788 | $100,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 2 | PO BOX 1788 | PEBBLE BEACH | CA | 939531788 | $100,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 3 | PO BOX 1788 | PEBBLE BEACH | CA | 939531788 | $3,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 4 | PO BOX 1788 | PEBBLE BEACH | CA | 939531788 | $1,500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,130 | Amt |
| Net Investment Income | $1,693 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,437 | 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 | $936,270 | BookValueAmt |
| EOYFMV | $1,041,663 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,600 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $4,700 | $0 | $4,700 |
| INVESTMENT EXPENSE | $13,787 | $13,787 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD CYNTHIA THAWLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1788 | AddressLine1Txt |
| City | PEBBLE BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 939531788 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $150 | $0 | $150 |
| FOREIGN TAXES | $35 | $35 | $0 |
| FEDERAL EXCISE TAX | $457 | $0 | $0 |
| STATE TAXES | $10 | $0 | $10 |
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